Filesoft Academy — Course 2, Lesson 2
Created by Plato · Filesoft

Adds FollowUps, its relationship, Open/Done list, validation and Contact Follow-ups layout. FollowUps starts empty. Enter the three tasks from the lesson yourself; existing contact data and notes are preserved.

FileMaker Pro 26 on macOS; local learning file with editable design access. Work in a copy with fictional data. Open Contact Follow-ups in the example and enter tasks through the blank portal row, not the toolbar New Record (which creates a contact).

Lesson and worksheet: https://filesofttools.com/learn/course-2/lesson-2.html.
