General Browser Functionality

The Browsers are a result of many years of experience in the Real Estate industry. They bring together the power of Salesforce with flexibility of Propertybase providing a tool that not only displays the information needed, but allows you to organize and work with the data you need in the moment.

The concept is to build pre-set lists that agents can use and work with on a daily basis. The advantage of the browser is that other Propertybase objects can be included, this means lists based on Contacts with Activities, Listings, Offers or any related object can be created and saved. The main features consist of:

The Browsers consists of 3 major parts:

  1. Lists Section: Create lists that group your contact, listing or property data allowing you to find and work with the people you need when you need them.
  2. Filter Section: When building the lists this section allows for filtering through the data to display the information you need in a list. To learn see Browsers Filter Section.
  3. Results Section: Displays the results of your filtered lists. To learn more see building lists

This tool allows you to focus on organizing your data, making important connections between your leads and your listings, and managing your activities and emails. The following sections will go into a more in depth explanation.

Create Standard and Smart Lists

Being on top of your Contacts and Listings is the name of the game!  Organize the way you work with them by building lists.

Matching

Easily match listings to your contacts, contacts to your listings or even comparables using the matching functionality.

Manage Activities

Tracking your activities is an important part of your everyday business and the browsers make it easy by allowing you to perform these actions on the fly. 

Send Emails and Generate PDF's

Whether you need to send a single email or a mass blast it is possible with Propertybase! Reach is our email sending tool.

 

The List Section

 This is the starting point when working with the Browsers. Here you will find predefined lists which come out of the box, and in addition you can create your own unique lists. The following image describes the major components of the List Section.

  1. Back to Browser Quickstart
  2. Create a New List: There are two major types of lists:
    • Standard Lists: A static collection of records to which you can add or remove records manually as needed. Useful e.g. for creating a list of VIP clients or email lists.
    • Smart Lists: A dynamic collection of records which is defined through rules. E.g. 'contacts created this week' or 'contacts from your website'
  3. Search for lists: Once multiple lists have been saved the list can be come long. With the search functionality you can find the list you are looking for quickly.
  4. All Records: Displays a default list of all records with out filters
  5. Menu of all saved Lists. They can be shared with the organization or private.

Clicking "Create New List" will provide the option to either create a Standard List or Smart List.

Browser Create List

 

The Filter Section

 The filter widget has been made intuitive with a simple layout and easy to identify icons. Learn about how to create Advanced Search Queries.

Title Bar 

The title bar contains five core functionalities:

  • Title - This is the name of the list. It is editable by clicking the "Edit List" Button.
  • Delete - Eliminates the list currently being worked on
  • - Refreshes the list after a modification has been made. 
  • Share - When your organization has been set to have private lists, this button allows users to share the list with other colleagues that use Propertybase.
  • Edit List - Upon clicking this button, the title can be edited as well as the columns displayed in the list. The fields available are those found on the original page layout. There is no limit to the amount of columns a list can have.

Field Search and Filter 

This section allows users to choose what fields the list should be filtered on, as well as the logic applied.

  • Match "all/any"of the following rules - When "all" is selected the search will apply all the filters ensuring all filters are taken into consideration. It acts as the  "AND" of a typical logic operator. The value "any" will search records using each of the filters separately, acting as the "OR" logic operator. 
  • Hide Rules - Hides the filter logic in place so the search results are only displayed.
  •  - The red (-) button removes a filter, while the green (+) adds a new filter.

The filters consist of three parts: 

  • Selected Field - Any field that appears on the page layout of the record can be selected for filtering. These fields appear in alphabetical order. Key in a field for a quick search of requirement.
    *If a new custom field is added to the page layout you will need to go to the Quick Start menu and click the Clear Cache link in order to display this new field.
  • Operator - Choose how the information should be searched for. Some examples of operators are "contains, does not contain, excludes, is empty, starts with, does not start with," etc.
  • Value - The information from the field that will be searched for.

Related Object Search

Here additional objects can be added to drill down and generate an even more focused list. Objects available for further filtering are only those that appear as Related Lists on the record. For more detailed information about Related Object searches see Browser Advanced Searches.

 

The Results Section

Displays all the results of the filtered search.

  1. Multi Selector - Allows you to select results from your results list to action
  2. Columns - Columns can be added and removed. Each column is a field that is part of the related object.
  3. Actions - Multiple actions can be performed from the desired selection including adding selection to a new list, add selection to an existing list, add an activity and send emails for selection. As seen in the GIF below using the selector boxes on the left allows you to complete any of the actions.
  4. Result Pages - Define how many records should be displayed at a time; 10, 25, 50 or 100 records can be shown at once.

result1

The above GIF demonstrates how to use the selector boxes and display details found from a search with a related object.

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