In Propertybase version 1.504 we released new versions of both the Contact and Listing Manager. These two List Managers allow you to quickly and efficiently browse all of your Contacts and Listings in one central place. In this article we will cover features and configuration options for both. All screenshots and descriptions will refer to the Contact Manager for example purposes. The Listing Manager contains the same functionality unless stated otherwise.
Not sure how to access the Contact and Listing Manager? Click here.
You can access the Contact Manager though the app launcher, as shown below.
- Click the App Launcher in the top left corner of the screen, then click Contact Manager.
Both the Contact and Listing Managers (also known as "List Managers") are made up three main sections: filter options, results and actions/ view controls. The following section will explore those sections in more detail.
On the left side of any List Manager are filtering options. Filtering options control what results display in the following section (ride side of the screen.)
By manipulating different filter values, you can narrow (or broaden) your results list. This is helpful for finding specific Listings or Contacts, as well as dividing your clients into specific segments.
On the right side of the screen you will find a list of results. Results are determined by filtering options (explained above.)
You can use the checkboxes to the left of each record to select it. There is no limit to the amount of records you can select.
Once you have made a selection, you can use actions to perform specific tasks with your selection (more on that below.)
In the top right corner (top row) of any List Manager are action and view control buttons. Actions allow you to perform specific tasks with any selection of records.
"Print PDF" will generate a list of selected records in PDF format. From there you can email or print the PDF for your records.
"Send" allows you to send an email to a selection of Contact records, or in the case of the Listing Manager, you can send a selection of Listings to specific Contacts.
"New" simply allows you to create a new record, depending on what List Manager you are currently using.
In the top right corner (bottom row) of any List Manager are view options. View options allow you to switch between standard "List View" and "Thumbnail View". Depending on the data being displayed, one view may be more beneficial than the other.
Starting with Propertybase 1.513, you can now save filter criteria in the form of lists. This allows you to quickly and regularly view Contacts and Listings that match certain criteria, without the need to select filters each time. Before you can start using this feature, you must update to Propertybase version 1.513 or later. Click here to update.
- To save a list, click the filter icon in the top right corner and then click New List.
- Enter a name for your list and then click the New List button.
Bam! You just successfully created a new list. However, without filter criteria, this new list won't be able to offer much. Next, let's add some filters and then save our criteria.
- Using the options available on the left side of the screen, select some filter criteria.
In the example below, we have selected "Open House" as the Lead Source. However, filter criteria should be unique for each list you create.
Note: You can add additional filters by clicking the "plus" icon at the bottom of the filter area. Additionally, you can remove filters by clicking the "trash can" icon to the right.
Whenever you make changes to filter criteria, you must update the list. Otherwise, you will lose your changes. Let's do that now.
- To update a list, click the filter icon in the top right corner and then click Update List.
- When prompted, click Save to update the current list with your latest changes.
That's it! You have successfully created a new list, added filter criteria and updated the list with your changes.
Now you can quickly reference this list anytime, by selecting it from the list drop down menu, as shown in the image below.
You can configure settings for List Managers and change default filtering options are in the Object Managers (Beta) in the Control Center. Settings for List Managers are broken down into two sections: Filter Fields and Results Fields. Filter Field settings control what filters are displayed and Results Field settings control how results are displayed.
Not sure how to access Settings in the Control Center? Click here.
- Click the App Launcher in the top left corner of the screen, then click Control Center.
- Inside the Control Center, click Object Managers (BETA).
This option allows you to essentially "inverse" the entire filter option. So instead of filtering for the specified criteria, you are filtering for the opposite.
For example: If you selected this option for "Listing Type = Sale", Propertybase would search all Listings that are not Listing Type of Sale.
Filter type allows you to specify how to filter against the specified criteria.
To name a few:
"Has values" should be used on fields that can contain multiple values. (E.g. listing type, property type, status, etc.)
"Contains" is essentially your most traditional version of "search".
"Range" should be used on any field that contains a value range (I.e. any field containing numerical data: bedrooms, bathrooms, area, etc.)
The field option allows you to select which fields should be included in the default filtering options.
You can use the "plus" icon to search for and select different fields.
If applicable, the default value option will allow you to select a value to populate by default.
For example: this can be helpful if your brokerage only deals with a single type of Listing, etc.
Use the up and down arrows under order to specify the order in which filtering options appear.
This button can be used to completely remove a filtering option.
The "Add new filter" button at the bottom of filtering options allows you to add additional filters.
Checking this option, in conjunction with "Sort By" will reverse the sort order from last to first.
Example: Enabling "Descending Sorting" with "Sort By" set on the "Contact Name" field, would sort your Contacts backwards from Z to A.
Example: Disabling "Descending Sorting" with "Sort By" set on the "Contact Name" field, would sort your Contacts normally from A to Z.
"Website Image" is meant for the Listing Manager only. Specifically the "pba__Property__c" field.
"Clickable title" is generally meant for fields like "Name" or "Title", which would link to the full record.
For most fields you will probably leave the "Display Format" option blank.
When a display format is selected, it can be unselected by clicking on the value again.
Enabling the Card View option on a select number of fields will group them together and save space.
Format On Card View
When using card view, you can specify how the data should be formated. If left blank, only the specific field value is displayed.
For example: If you would like to add a label, like "beds" or "$" you can do that by using the formatting shown on the right.
Selecting a field for "Sort By" tells Propertybase what field should be used to sort the results list.
Before using the new Contact & Listing Managers, you must update to the latest version of Propertybase.
After updating the the latest version, please follow the configuration steps below.
- Click the gear icon in the top right of the screen, then click Setup.
- Click Profiles in the Setup navigation menu.
- Click PB Administrator in the list of profiles.
- Scroll down and click Visualforce Page Access.
- Click Edit.
- Enable the Visualforce Pages shown in the image below. (Hold down "Command" on Mac or "Control" on PC to select multiple Visualforce Pages, then click the "right arrow" to add them to the list of enabled pages.)
Note: All Visualforce Pages should always be enabled. (The left column should be empty for all profiles.)
- Click Save.
- Repeat the steps above for the PB Agent profile, as well as any custom profiles.