Hi LadyJane,
Thank you for that Snapshot and I can see where Excel would come in handy and work for certain things. But I have an abundance of information over many records. Someone suggested that I take a look at Microsoft Access (since I have so many records)- have you tried this, by any chance? Other than that, I'm leaning towards Custodian 4 (if they fix the bugs) and Clooz. Have you tried those also? Thank you! Gary