Using the Listing Manager Follow
The Listing Manager allows you to quickly and efficiently browse all of your Listings. In this article, we will cover available features and configuration options.
Not sure how to access the Listing Manager? Click here.
- Feature Overview
- Saving Lists
- Configuration Options
- Installation (Required)
- NEW: Listing Favorites
- FAQs
Feature Overview
The Listing Manager is made up three main sections: filter options, results, and actions. The following section will explore these in more detail.
Table of Contents
Saving Lists
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.
Note: There are now two options when creating a new list: dynamic or static. Click here to learn more.

- 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.
Updating Lists
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.

Static vs Dynamic Lists
Previous versions of Propertybase offered one type of list. Starting with version 1.545 it is now possible to choose between a "dynamic" or "static" list. Need to upgrade? Click here.
Configuration Options
You can configure settings for List Managers and change default filtering options are in the Record Managers 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.
Filter Fields (Search Criteria)
Result Fields (Column Headers)
Installation
Before using the new Contact & Listing Managers, you must update to the latest version of Propertybase.
After updating 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.

Listing Favorites
Listing Favorites can be used to temporarily store Listings selected using different filter criteria. You can select listings, add them to Listing Favorites, view Favorites, remove Listings from Favorites and clear the list. When you leave the Listing Manager, the list is cleared automatically.
Configuration:
Go to the Control Center section "Record Managers", scroll to the bottom to the section: "Settings" and check the box: "Enable Listing Favorites"
FAQ
Q: When I open the map view in Listing Manager, I see a message like this on:
A: Please check the geolocation fields "Latitude" and "Longitude" on your listings. They likely have no or invalid values. You can update them by changing the pin on the map while on a listing, adding an address or manually adding the lat/long coordinates to the corresponding fields.
Note: the fields "Latitude" and "Longitude" are usually not on the layout and you will want to add them even temporarily to check if they are populated correctly.
Q: When I open a listing, the map shows an error message like this one:
A: Please make sure your listing has address fields commonly used to identify locations on maps. Or please click on "Edit location" on the map and find the listing location manually, set the pin and save.
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