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Adding people within an active record

  •
caseyuptobat
in Layouts

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I have an insurance company DB. What I want to do is to be able to add additional agents licensed with each company by clicking a button and it opens up a new line to add a new person. Any thoughts to get me started on this? Right now I am just in the thinking stage about how to accomplish this task.

Thank you,

Jason

Create a portal on the insurance company entry layout to Agents table. Relate them by companyid. Allow creation of related records. Have field in Agents for name, phone, cell, email.

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