Changed the relationship before I did the combined text, unfortunately the Maximum Appointment Date didn't work either. There is sample data in there, is that the second question you're asking?
I think I'm confused because the series of events go like this:
1. User inputs homeowner data to Canvassing Leads
2. Canvassing Leads updates Homeowner Contact Details with an automation
3. User adds appointment data by looking up the homeowner using the Canvassing Leads data
4. At this point, the user would have to lookup the homeowner appointments by linking the homeowner to appointments on the Homeowner Contact Details page via a dropdown or something? Does that sound right?
So sorry for all of my confusion, I really appreciate your help with this (and the help you've given previously so we newbies can google it!)
Also, PS, the three fields I would need to pull from appointments in to the homeowner details are status (multiple choice), Date (date), and time (multi select)