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‎Nov 20, 2024 06:28 AM
Currently I have one apartment per row and the tenants #1 name, tenant #2 name, tenant #1 email, tenant #2 email as column name with the tenants info on the row. This hard to export the data this way or to sync to a crm with zapier. what is the best way to organize the contacts/ tenants in general so that easier to export or sync via zapier to a third party crm like cloze.
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‎Nov 20, 2024 01:30 PM
I'd suggest making three tabs, so that you can see not only who's in each apartment, but also keep track of the apartment's next lease when things change:
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‎Nov 20, 2024 08:04 AM
Hm how you export it to each service is going to vary depending on how that service ingests data I'm afraid
As a general recommendation, try creating a new table called "Tenants" with the fields for the tenant info, and then create a linked field to the Apartments table. That way you can have multiple tenants without having to create "Tenants #1", "Tenants #2", "Tenants 3" etc
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‎Nov 20, 2024 01:30 PM
I'd suggest making three tabs, so that you can see not only who's in each apartment, but also keep track of the apartment's next lease when things change:
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