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Real Estate property database or asset management in ACT?

Loyal Listener
Posts: 12
Country: USA

Real Estate property database or asset management in ACT?

I have a list of property owners and their business address along with the address of a property they own.

 

So first I have to import them from Excel to become a contact but I'd like the property to become a group/subgroup. Reason for this is many owners have more than one property so I cannot have duplicate contacts. I need one contact to be connected to multiple properties/groups?

 

So is there an Excel import program/add on that can do this?

 

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Plan B if there's an "asset management" program to add on to ACT where you would track a contact's assets like computers, desk, chair etc. This would be the same concept if one owner owned multiple properties?

 

Feedback or ideas for either one would be great!

 

Thanks

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Real Estate property database or asset management in ACT?

Your best option would be to use ACT! 2008 or 2009 (10.0.2 or later) and add one or more one-to-many custom tables to the contact record to track the various properties owned by the contact. There are several different wizard addons to facilitate the creation and management of the custom tables. An interesting personal fact, to test TableMaker Pro, I did a custom table in an ACT! database track properties.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Loyal Listener
Posts: 12
Country: USA

Re: Real Estate property database or asset management in ACT?

Thanks Roy but where do I find Tablemaker Pro?
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Real Estate property database or asset management in ACT?

Please check your private messages.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129