Update All records with same name

[elli_khafizov]

Hi my master records are properties and I cold call the owners. Multiple properties have the same owner so when I update my notes on an owner I want all of the records with the same “owner’s name” to be updated as well. Please help

[momentsgoneby80]

Hi and welcome @elli_khafizov!
It sounds like you have all properties and owners on the same table.
I would suggest adding a table with owners and connect that to the properties table. That way you can edit owner info just the once instead of once per property.

Table 1 - Properties

• Field name 1
• Field name 2
• Etc.
• Owners (Linked field)

Table 2 - Owners

• Field name 1
• Field name 2
• Etc.
• Properties (Linked field)

[elli_khafizov]

I have that but I don’t want to go back and forth. I am canvassing an area and don’t want to call the same people twice and also want to have all my notes in one place per area

[Justin_Barrett]

elli_khafizov:

I have that but I don’t want to go back and forth.

You don’t have to. By linking to an owner record from the [Owners] table, you can open that linked record from within the [Properties] table and edit that owner’s notes directly. You’ll see the same notes for all properties tied to that owner because they’re all linking to the same record.