11-07-2009 11:00 AM
Here is a quick background info of what I am trying to do. I am using ACT 10
We represent a number of Tenants and a number of Property Owners in the commercial real estate industry. The Property Owners own a number of properties. The Tenants can be in either one or in more than one of these properties.
So this can be a rough scenario:
Tenant 1 in Property 1 owned by Owner 1
and in Property 2 owned by Owner 2
The Owners would sometimes ask for updates with regard to their tenants. How would you structure the lookup / setup?
Currently the Properties are set up as a "Group", i.e., Property 1 = Group 1, etc.
However, if I add Tenant 1 to Group 1 AND Group 2 (because the Tenant is in both Properties), the Group report I generate will include notes / activities / histories from BOTH Groups and for BOTH Owners. I want to be able to separate & extract the Activities of one Tenant by the Property associated with it, so that Owner 1 does not see activities of the tenant relating to Owner 2.
I noticed that there is a "Associated with" selection under the Activities entry area, and I am able to associate individual Activities of that one Tenant with a particular Property (Group). However, I am not sure how I can conduct a lookup via the "Associated with" option. Is this possible?
I am not sure whether the above makes sense. Please let me know if I can clarify the problem. Your expertise is greatly appreciated!