The new Mass Email Campaign Template Editor allows Propertybase CRM users to create professional and responsive email templates for Mass Email Campaigns without any coding knowledge. Through a simp...
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We have added a new Image Upload option with a new Visualforce page for Propertybase v1.614 and higher to host your photo's within the CRM! This allows you to host and display photos with ease. To ...
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In our ongoing push to improve our user experience, Propertybase is introducing our Unmanaged Custom Field Migration into Managed Custom Fields.
We have added over 30 New Managed Custom Fields that...
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In Propertybase version 1.474, we've added Drip Campaign functionality to all Contact record pages. Drip Campaigns sometimes referred to by other names—automated email campaigns, email automation, ...
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In Propertybase version 1.491, the Matching feature has been completely redesigned. In earlier versions, Matching was performed on Contact records. This made sense at the time: search available Lis...
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Adding Buttons to the Page Layout
If you would like to add or remove buttons to your Page Layouts you can follow the instructions below:
Go to the Setup icon and click on Setup:
Once there go in...
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In Propertybase version 1.609, we have updated Login Box to include several new features. Still included is the ability to refresh your connection (without reloading the page), check your current P...
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Summary
In order to ensure certain Propertybase services continue to work for your org, you will need to assign a new permission set to your guest user and create sharing rules for the Guest User t...
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Marketing available listings to the public is an essential part of real estate business. Propertybase makes it easy to create, update and push your available listings to hundreds of real estate lis...
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