Mar 22, 2021 12:16 PM
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
Mar 22, 2021 12:53 PM
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
Table 2 - Owners
Mar 22, 2021 01:06 PM
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
Mar 22, 2021 09:54 PM
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.