(Best Practices) Relationship Between Contacts and Real Estate Properties

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Chris Daniels

• May 19, 2022 03:30

If I have property owners in a "contacts app" and they own several properties, is creating a separate "properties app" to hold information only related to the property and not the owner,  and then linking it to the owner, using the relationships field the only way to show all the properties owned by that person? I'm trying to avoid having a separate app for properties if possible, but I would also like be able to utilize the relationships field for both contacts and properties. 

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  Bill Carovano

  • May 19, 2022 14:11
  • Edited

  Based on the description of your situation, having separate (and related) apps for Properties and Contacts would definitely be an optimal way to design your system for maximum flexibility.  You will thank yourself later :-)

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  Jordan Fleming

  • May 19, 2022 14:40

  Agreed Bill. I even devote a masterclass episode to that concept: https://www.wearegamechangers.com/the-one-absolutely-critical-podio-data-tip-you-need-to-know/ 

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  Chris Daniels

  • May 19, 2022 15:51

  Thanks Bill. You confirmed what I was already thinking, but not wanting to admit to myself!

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  Chris Daniels

  • May 19, 2022 19:48

  Jordan Fleming Thanks. Ive watched the video several times and learn something new every time. 

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