How records fit together

Types of record

• A Contact is a person or company: owner, landlord, buyer, tenant, lawyer, contractor, or external agent. The same contact can have several roles.
• A Listing is the property record, set up for either a sale or a rental. It holds the owner, property details, marketing information, and management settings.
• A Viewing records a contact’s visit to a listing. An Offer records an applicant’s proposed price.
• A Letting records one tenancy or stay at a rental listing, with its tenant, dates, status, and agreed financial terms. One property can have successive lettings.
• An Inspection records a property visit and its outcome. It can relate to a letting, a work order, both, or neither.
• A Work order records work commissioned from a contractor, such as a repair or regular maintenance, including its status, price, and billing basis.
• A Payment is one expected or completed money movement, attached to a listing, letting, or work order.
• A Reminder is an assigned task. An Appointment is a calendar event. An Alert is a scheduled follow-up attached to a listing, letting, or work order.
• A File is an uploaded attachment.
• A Form is a structured set of responses created from one of the organization’s form templates.

Where information belongs

Keep the permanent property details on the listing, the tenant’s individual agreement on the letting, and the contractor’s work on the work order. This preserves the history when tenants or contractors change.

Which branch a record belongs to

Contacts, listings, reminders, and appointments belong to the branch where they were created. Viewings, offers, lettings, inspections, work orders, payments, alerts, photos, files, and forms belong to the same branch as their parent record.