Add a Path Component to the Contact Record Page

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.

Note: Propertybase accounts created 9/13/17 or later have this configuration preinstalled.

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.


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