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1. You shold be able to just show the field for "Client Info:: Name" on the Racket layout based on your current relationships. To make it a local value in racket, make it a calculation or an auto-enter calculation of the same field.
2. as 1.
A. you could do this with two new table instance directly with the client table from Rackets and strings.
There are Timestamp fields which can be set to auto enter the creation and modification timestamps.
Many thanks for your response. Can you give me some guidance on how to create a calculation?