10-12-2011 08:37 AM
I'm a Real Estate agent and need to be able to enter multiple names in a contact record, some times we have as many as 4 owners of a property.
Does anyone have any Ideas as to the best way of doing this.
10-12-2011 10:14 AM
What version of ACT are you running? You can login as administrator , go to contact view. On the left hand side there is an option to modify the layout. You can go into edit mode and add fields , move fields ect. You can use the user defined fields, there are 9 of those I believe. And you can edit the title at that point.
Hope this helps.....
10-12-2011 05:12 PM
10-12-2011 09:18 PM - edited 10-12-2011 09:19 PM
You would be well advised to work with an ACT! Consultant in your region to assist you with an appropriate setup for real estate business for your country. The way real estate business is conducted in different countries is quite specific in my experience. Getting the right design from the outset is so important particularly for searching or reporting on information in ACT!
For a list of ACT! Consultants in Australia go here Australian consultants
10-13-2011 07:46 AM
I would be inclined to suggest the best way to do this is to create a card for each contact and link them using the relationships TAB and this way you can then view the contacts and all of the additional contacts they are linked to. I suggest this for a coupel of reasons
a) How do you write to each of the contacts via email or letter
b) How do you record interactions with each of the 1-9 parties
You could also create a company entity for each address and link the contacts to the address and in this way you could also see all of their history in one place.
Send me offline message if you want any of this clarified as I have worked with many RE agents over the years.