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