12-13-2011 09:35 AM
I am setting up ACT! to use for my real estate business and wondered if anybody could provide me with a little guidance on how I should initially set up my database. I like to know property information, as well as the owner/contacts information so the way I planned on setting up my database was have a different contact for every property, so if a person owned multiple properties, they would be in the database multiple times (once for each property). I planned on using custom fields for all the property information (year built, square footage, etc.)
Is there a better way to do this? Perhaps only have the one contact and somehow have them be associated with whichever properties they own? I appreciate any feedback.
12-14-2011 02:23 PM
This kind of question comes up frequently -- how to relate one person to other people or companies.
For each property, you might consider creating a contact with the property name for the company name and "Company.Name UI" for the contact, where UI stands for Useful Information.
See if tht helps.
12-14-2011 03:17 PM
Thank you for responding as I am at a bit of a stand still. I'm trying to figure this out before I import my data, just in case. However, I didnt follow your suggestion. Would you mind providing me with more detail as to what you are referring to, perhaps an example? Is UI something in ACT!? Much appreciated.
12-14-2011 09:31 PM
You might wish to look at TopLine Designer, which allows you to add sub-entities to Act! (among other things). I believe that there are industry templates with that product which may be applicable to you.
I have been working with the Trial for this product and it seems to do a really nice job of enabling add-on functionality to Act! in the form of sub-entities for Contacts and Companies.