Forums

Articles
Create
cancel
Showing results for 
Search instead for 
Did you mean: 

Contact information for people on a Card

Dale Hans March 11, 2021

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?

2 answers

1 accepted

1 vote
Answer accepted
milynnus
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
March 12, 2021

@Dale Hans 

take a look at Contalist Power Up. 

Dale Hans March 12, 2021

Thanks, I had not seen that Power up when I was searching for one.

milynnus
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
February 11, 2022
0 votes
Filippo Maniscalco
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
February 11, 2022

I'm using the ContaList powerup, you can link your external Contacts database ( Google, Outlook, etc), with your Trello Card in two ways.

Suggest an answer

Log in or Sign up to answer
TAGS
AUG Leaders

Atlassian Community Events