Hi everyone! I hope this note finds you all well!!
How would you recommend I keep track of client records that have the same Property Manager (obviously different addresses, separate projects entirely).
I thought Linking the Contacts would be perfect for keeping the charges/invoices separate but I’m uneasy because it’s frustrating for the boss to be on the Mobile App and 5 different contact records appear with the same info…
I hope that makes sense?
Any suggestions?