property details

  • 2 April 2024
  • 1 reply

how do i add multiple property details? i have 3 different properties but when i go to create the documents it will only show property 2 ? 

1 reply

Userlevel 6
Badge +1

@dsparks field automations input data from that specific card number unless otherwise stated. So if you duplicate the property card twice from the original and have three property cards, you would need to input fields related to the correct property cards into your automation. You can do this with “if then else” statements such as if property 2 (some field) exists then (insert property 2) fields. Talk to your SB rep to set up an automation training if this is not clear.