Have you synced your Propertybase with Google or Outlook yet? If not, let us help you get that done. Let's Go!

Add a Path Component to the Contact Record Page

Note: The default Salesforce Path component is now available for Contacts. For this reason, we recommend using this component as a replacement to the Propertybase "Path" feature (which has now been deprecated.) Click here for more information: https://help.salesforce.com/articleView?id=path_overview.htm&type=5

In Propertybase 1.464 we’ve added a Path component to the contact record page. This gives users a visual representation of their relationship with a given contact. Not on version 1.464? Click here to update.

Configure Contact Path

Before we add a Path to the Contact Record Page, we need to configure it.

  • Navigate to the Control Center.
  • Click Paths.
  • Beneath Contact Path, select Stage.
  • Click Save.

Add a Path to the Contact Record Page

Now that our path is configured, we can add it to our Contact Record Page.

  • Open any Contact Record.
  • Next, click the gear icon in the top right menu and then click Edit Page.
  • Drag a new Visualforce component from the menu on the left, and drop it below contact details.
  • On the right side of the screen, select Contact Path for Visualforce Page Name. Leave Label blank and enter 36 for Height (in pixels).
  • Click Save in the top right corner of the screen.
  • Click Activation…

Done! You now have a brand new Path feature on all contact record pages.


Insufficient Privileges Error 

If you are receiving an error for a certain profile you will need to add the Visualforce Page to the profile.

Go to Setup > Administer > Manage Users > Profiles > Select Profile > Visualforce Page Access > Edit > Add pba.ContactPath > Save

Related Articles

Powered by Zendesk