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Claris Engage 2025 - March 25-26 Austin Texas ×

Help with portals please


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I'm building a DB to manage distribution of my clients product into a network of retail agents.

To do this I've created two files. File one contains my six clients. File two contains the details for the retail network of 5,000 agents.

I've created a relationship between the two by adding a "key" field on both files which auto adds the letter "A" to the field for all clients and agents. This allows me to create a portal on each agent (file two) record which displays a list of the clients from file one.

While all the retail agents are used by all clients they categorise them independantly (A, B, C, etc.) based on sales performance.

My problem is this. Is there a way to add a field to each client record displayed in the portal on each agent record which allows each client to categorise each agent independantly?

I've tried to do this but changing one field in the portal affects all the portal fields.

Any help much appreciated.

TIA

This topic is 8477 days old. Please don't post here. Open a new topic instead.

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