Filesoft Academy — Course 2, Lesson 3
Created by Plato · Filesoft

Adds Follow-up List, based on FollowUps, with Task, DueDate, Status and related contact names. No finds are pre-run and no saved find is pre-created. Existing data and design are preserved.

FileMaker Pro 26 on macOS. Local learning file with editable design access. Work in a copy. The worked example uses 7 October 2026 as its reference date; dates do not update automatically. Create tasks through Contact Follow-ups so the relationship supplies ContactID.

Lesson and worksheet: https://filesofttools.com/learn/course-2/lesson-3.html.
