Well that worked as expected. Now it brings up another question. What would be the best was to add an additional task similar to the one just completed, but a follow up in 3 months? Thanks

I've confirmed that results are the same using Opera, Edge, Chrome, Firefox. It only seems to be this one user. I'm thinking its got to be some role or right that isn't set right.

That did the trick. Knew it was something simple.

That got me to the right path. I was able to query our customers for a value in a custom field. Thanks for the quick answer.