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Customize ACT! 2009 for real estate properties

New Member
Posts: 1
Country: USA

Customize ACT! 2009 for real estate properties

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.

 

Thanks,
David 

Nickel Elite Contributor
Posts: 934
Country: USA

Re: Customize ACT! 2009 for real estate properties

Here is a option;

 

Each Hotel Property record that you create is a Company record.

As you Add Contacts

 Use the ACT! Toolbar feature 

 Companies

  Company Membership

    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

 

 

 

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
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Nickel Contributor
Posts: 241
Country: United States

Re: Customize ACT! 2009 for real estate properties

In a couple months there should be a release of 2009 for Real Estate.
New Member
Posts: 2
Country: USA

Re: Customize ACT! 2009 for real estate properties

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?