When an Appointment of category 'Appraisal/Valuation' is created or updated (assuming there is at least one Contact record and a Property record attached), Rex will automatically set these Contact/s as the owner of the attached Property record.
Notes:
- Before setting the relationship, we'll check if the primary phone number and/or email address match those of any users in the account. If they match, we won't automatically set a relationship.
- If there are multiple Contacts, we'll add them all as the owner of the attached Property/Properties.
- If there are multiple Properties, we'll add all attached Contact/s as owner/s.
- If a Property already has an owner, we won’t add another.
- If the Appointment type is manually changed, and is no longer an Appraisal/Valuation, we won’t do anything to the existing relationships (even if we created them).
- If a Contact or Property is removed, we won’t remove the relationship/s that we automatically added.