ContributionsMost RecentMost LikesSolutionsRe: Autopopulating fields from another relationshipThis was it! It took me about eighteen tries and two hours of talking myself through it (I think all the staff outside my office thinks I'm going bonkers), but it did come together. So I am assuming that if I wanted to do something really crazy, like add a Communication from a Reminder, I would just edit the formula in the "Add Communication" button of Reminders by extending this formula in the same pattern? I did figure out reasonably early on (as in, last week), that I was best off duplicating my app and renaming it "Carrera's Test App." This lets me trial run edits and changes without creating a huge mess in my primary app, and minimizes any downtime that my reps have while actually using the app. Thank you! Autopopulating fields from another relationshipForgive me, for I know not what I ask. I inherited a very poor "CRM" from my predecessor, and I'm a sales manager with no IT or programming experience. Thank goodness this was set up in QuickBase, because it has been a very friendly infrastructure for me to learn how to do this, but I have a whole three weeks of experience. I have five tables that I am working with here: Clients Communications Opportunities Contacts Reminders I have several table to table relationships - Clients is our main table, and is the parent table to Communications, Opportunities, Contacts, and Reminders. Opportunties and Contacts are parent tables to Reminders. Opportunities and Reminders are also the parent table to Communications. I want my reps to be able to create reminders from Clients, Communications, Opportunities, and Contacts. My first struggle: Let's say they are looking in Opportunity 1 for Client ABC. They want to add a reminder to follow up. I want them to be able to click "Add Reminder," and have a new Reminder form pop up with Company ABC already populated. Can this be done? Thank you!Re: Consolidating two fields into oneI'm literally making this up as I go along, so I really appreciate all the quick responses. I did initially try the text formula field (didn't know I could create text formulas), but ended up exporting it to a CSV, cleaning it up, and pulling it back in. It was my first time doing an export/import, so I created a duplicate of the app to test drive it, but I got it figured out without crashing and burning too badly along the way. Thank you for the help! Consolidating two fields into oneI inherited a QuickBase database that had been set up (poorly) as a CRM by my predecessor. Rather than creating a drop down menu to classify a client as "current" or "prospect," he created several extra fields in one table. For example, I have a "Client Name" field, a "Client Address" field, a "Prospect Name" field, and a "Prospect Addresss" field. If a client current did business with us, he filled in the "Client Name" field and left the "Prospect Name" field blank, and if it was a prospect, he filled in the "Prospect Name" field and left "Client Name" blank. The result is that I have a lot of extraneous fields, and my field reps are complaining that they can't find the information they need easily. I have already created a drop down menu to classify a record as a "Client" or a "Prospect," which has made it a bit easier. There are about 670 "Prospect" accounts, and I would like to merge "Client" and "Prospect" fields into one field. Is there a way to do this easily? Thank you! Carrera