08-22-2017 04:30 PM
So I am wondering if there are large numbers of contacts in a database that say all share the same mailing address but all other details are different. What is the best way to link these all together...So for instance, when I open one contact I can see all the other properties associated with it? I do not want to use groups...My database is very large at 20k records and there could be 100's of clients that have multiple properties that share a mailing address.
I am in real estate so essentially I could run across one person that owns several properties and it would be great to know on the first call, etc...
Thanks in advance everyone!!!!
08-22-2017 09:31 PM
08-22-2017 09:47 PM
@Roy_Laudenslager I am imagine based on your business this is something that your company can assist with, but are you able to give some guidance as to which addon to buy? Seems like there are multiple options for purchase with those two companies. Thanks!
08-23-2017 06:50 AM