Tuesday, August 4, 2015

New DBA Field for Contact File Database

A new field has been added to the Contact File database called "DBA" (Doing Business As). This 50 character field follows the First and Last Name fields on the main Contact File screen. The field is available with the upgrade to version 1.50 of the Contact File Module which you can download via the Installed Modules screen. This field is only viewable or printable from the Contact File screen itself. I'll be adding it to the web sites in the near future.

Simplifying Relationship Management Access

The Contact File database allows you to designate a relationship that each contact has with a particular property. The two main relationship types are "Owner" and "Occupant" but you can also add your own creations to the list of possible relationships. Previously, you had to go to Maintenance Options to get to the screen where you could edit the list of possible relationships. Now we have added a shortcut to the Change Relationship screen that lets you edit the list of possible relationships right from there. Look for the new notepad button on the Change Relationship screen.
As a side note, keep in mind that Relationship types have to be 10 characters or less.