Best practice question about getting started

Solid breakdown. The only thing I would add is to back up before making the change — better safe than sorry.

Thanks for writing this up. Bookmarking it — the kind of thing I will want to reference again in a month.

Adding a small note: the same idea applies on mobile, just with a bit more attention to tap targets.

We ran into the same situation last quarter. What worked for us was starting small and only adding complexity when a real need showed up.

Tried this on a staging copy first and it behaved exactly as described. Confident enough to roll it to production now.