to answer the first part, you could make each property a Company, then relate all sorts of Contacts to the property such as the owners, any service providers, tenants etc.

second part: yes use category tags and tag the Contacts: ‘Owner of Property’ ‘Occupant of leased property’ ‘Supplier’ etc etc

then use a project blog if you need external people (ie not your staff who have access to solve) to have access to a specific project, such as ‘Roof repair at 123 Main St.’ and relate this project to the Company and Contact records for 123 Main St.

Hi Burt,
Did you ever get this resolved? What was/is your solution?

-New Solve360 user…

burtpolson - Nov 30, 2010 02:35pm

Got a question geared to real estate.  Being a commercial broker I have select properties that I concentrate my efforts on for sales, leasing and property management.  For sales, I could have a database of about 800 properties.  For leasing, about 500 and for property management about 250.  In my mind the property database should be a Project Blog where I can include all the details of the property, pictures, flyers, etc.  Then I would connect the current owner and current broker to the Project Blog.  Problem…currently using the Basic plan limits me to 50 blogs.  I thought of making each property a Contact, but am not sure this would be the best thing.  Property information doesn’t change, but ownership of the property does.  The second half of this is that I need to be able to export contact information in order to mail merge letters or possibly a MailChimp email campaign.  So, I need a way to search for the owners of a certain type of property and export.  I guess this is what Category Tags are for.  Any suggestions?

I made the properties a company.  This way I can tie a contact (property owner) to it and the contact can also be tied to an actual company.  With the property being a company I can upload photos, title info, etc. and track information specific to that property.  The best thing is that the property information will never change (the company).  Owners change - so I can just tie it to a new contact.