I am fairly new to Trello and love it already. I am building a Real Estate Transaction management set of boards. It is going well except for "Contacts". In a real estate transaction there are a lot of people that are involved in the process and they are not "team members" and have no reason to be involved with my Boards.
When I started I was really surprised that there were no "Contact" methods obviously available. I looked at the Custom Fields Power-Ups, how ever, they are not Card independent so the fields I want for one card are different than for another card. For Example; A Title company I need a "Closer" and "Processor" name / number / email fields. But on the "Inspector" card I only need "Contact" fields. Ideal solution would be a "form" method where I can design and use that design form like a template form I could easily add to a specific card. Each form could have different forms with different fields.
Am I missing an obvious solution? Or, how do you handle contacts for a card?
Hello Community! My name is Brittany Joiner and I am a Trello enthusiast and Atlassian Community Leader. In this video, I'll share my favorite Trello templates. Templates mentioned in ...
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