My goal: Have a table for Projects that pulls from two other tables, which happen to be populated via an external connection, Customers and Deals, but the user only has to select the Customer name once. The one time will allow for Customer name to be on the Project, of course, but will also pull in other data from the Customer table (lookup fields) and from the Deals table. Without user having to select the customer name, i.e. proxy for reference field, twice, once for each table.I feel like I should be able to get around this via the reference field perhaps? But I was told once to never touch that. (Like that ever stops me, but it's scaring me in this scenario.) I also have a third table now, for other data relevant to the project that I need to pull in. Which would mean the user would have to select Customer name three times and that is very un-user-friendly. Any help on how to get around this? I can build formulas, but if we get out into the APIs, I warn that I will need really good guidance, as I've not really used them in the past. Very open to learning though! Apologies if this has been answered before but I cannot find it via a search. I think I've even asked this question before! Thanks!