I am working on setting up a CiviCRM implementation for my homeowner's association and was looking for some advice for how to model the 'entities' that
we'll need to work with.
We're looking to use CiviCRM for tracking volunteer interests, communications, residency status, and for architectural issue tracking.
As a HOA we have residents, homeowners (both resident and non-resident), family members associated with the previous. People move in and
out of the neighborhood, buy and sell homes, etc.
Where I'm stuck is where to model the 'property'. We have 306 homes. Over time the owners and residents of a property change. I was planning to set up households
and track current ownership/residency using CiviMember w/ two membership types (Resident and Homeowner).
However, for architectural purposes, we need to be able to view the history of applications, changes, etc for a property regardless of who the owner was at the time
but while processing a particular application we need to be communicating to the current homeowner or resident. I was thinking we'd use CiviCase for tracking the applications
because there is a whole series of activities and deadlines associated with processing an application. However, how do I tie the case to a property....
The options as I see them are to create the properties as 'Organizations' or to create a custom field. Of course we have owners who own multiple properties...