06-03-2008 02:24 PM
I'm work in commercial real estate and I am trying to find a way to organize client contacts and the properties they own. Originally I tried using the "Properties Owned" tab, but that only allows for one entry. Additionally, I considered adding multiple fields (and renaming them Property 1, Property 2, ect.) but then I wouldn't be able to search all fields. I've now been using the opportunities tab, but I am still dissatisfied because I cannot search, for example, all apartment building owners who have properties located in Davis with more then 20 units. I have had success with finding owners of properties in Davis, but the unit field seems to not be numerical coded or something. Whenever I search "greater than" and "20" under the units field, the search negates all units with 100-200 units. Any help would be greatly appreciated.
06-29-2009 09:00 AM
06-29-2009 01:27 PM
After reading your message I made a test in my database. I am an ACT USER, not a support guy but I´ve been using ACT for a long time (since version 1).
Well, to find/filter info similar to what you want I use Durkin Opportunity List Plus.
Tests I have just made allowed me to filter opportunities containing a given product among many others.
I work on sale with 5 different partners. Each on with diferent family products, etc.
From what I can see Using OLP you will be able to perform search you are looking for.
Ho, by the way = http://www.durkincomputing.com/default.aspx
I hopte this help.