02-06-2009 12:17 PM
I am a commercial real estate broker who has used ACT! for several years to track buyers, sellers, vendors, transactions, etc. My system has one major drawback. I would like to be able to enter records for many real estate properties in my market, then link those records to contacts, companies and groups.
Example: I want to create a database of every hotel within my market area, with detailed property characteristics, sold dates, etc. Then, I want to link these property records to the owner or owners of the property. Some of my contacts will own many properties, and some properties have many owners, and I would like to link them.
I have tried to use Groups and SubGroups for the properties, but this is quite cumbersome. I also tried to use Opportunities but could not figure a way to do this.
I would appreciate any ideas on how to approach this problem.
02-08-2009 08:24 AM
Here is a option;
Each Hotel Property record that you create is a Company record.
As you Add Contacts
Use the ACT! Toolbar feature
Add Selected To Company
Then when you goto a specific Hotel Company Record and look at your Contacts Tab
You will see all the Contacts related to that Hotel Company.
Cheers - FSB
07-19-2010 05:45 PM
It sounds like this is just the opposite of what he wants to do. He wants a one-to-many relationship with one Contact (Owner) to many hotels (companies) - what you described was one Hotel (company) to many Contacts (Owners). Any suggestions on doing the One Owner with many Properties scenario?