@Katherine_Duh Hi Katherine - finally sat down to create the new database using your suggestions. I think I need to brush up or learn more basic skills than even what I’m asking. So I created a base with Prospects table, a Reachout table, and a Follo...

Katherine, I am so sorry for the delay in acknowledging your post. Once again I haven’t yet had the time to sit down and put your suggestions to work (computer problems being one of the reasons) but I will. And in quickly looking over your post, it w...

Katherine, I finally had a chance to sit down and see if I can work this based on your set up and tips. I have a feeling I don’t have my table set up to be able to make this work. I need to make clear I have only ONE table right now - clients AND whe...

@Katherine_Duh arggggh I haven’t even tried this yet but I’m so excited right now at the possibility of what you’ve showed me. Thank you so much! :heart_eyes: I’m going to try it and see (just seeing how you have the tables laid out is a tremendous...

@Ben_Moore would you mind sharing how you set up your primary field? I have a table I created for the same purpose as you - to keep track of my follow-ups. But right now I have them all in one table and I am realizing it would be much better to have ...