I’m doing my own take on a mini-CRM. Here’s what I have thus far:

Company - Name - PK - Single LIne Text

Notes - Long Text

Contact - Link to Contact table - shows all contacts

Google Contact URL - wish I could some how mechanize this one but whatever!

Stage - Look up from Contact table

Contact - Name - PK - formula concatenating Last, First, MI, Suffix

Notes - Long Text

Company - Link to Company table name field

Stage - Single select with Lead, Prospect, Client, Dead

Google Contact - URL

LatestActivityDate - Rollup from Activity Table selecting MAX() from the Activity /Created field

Latest Note - Rollup from Activity Table selecting CONCATENATE(values) from the Activity/LatestNote field

Activity - link to the Activity table showing all keys

Last - Single Line Text

First - Single Line Text

MI - SIngle Line Text (restrict to 1 char???)

Suffix - Single Line Text

Name Combined - Forumula concatenating First, MI, Last, Suffix

Okay after all that, the major thing would be to have a table or view that shows the latest activity date and notes for each contact.

Thanks for any help.