Monday, February 29, 2016

New Property Linking Option in Contact File Screen

As you know Contact File records are designed so that any property can have as many contacts associated with it as needed, and any contact can be associated with as many property records as needed. The way the Windows screens were designed it is easy to go to a Property Screen and add new contacts to it, but not as easy to assign one contact to multiple properties. That shortcoming has been addressed with a new Link button that has been added to the Contact File Screen. Starting at a Contact File Screen you can now click on the Link button to search for other property records that the contact should have a link to and then make that link. Using this method you can quickly link a given Contact File record to multiple property records. (The updated Contact File Module with this feature is ready for download through the Installed Modules Screen.)