Homepage

• How to customize the Home Quickstart buttons

Contacts & Companies

• Update Contacts Using the Import Wizard
• Edit Company Profile
• Create and Manage Companies

Listings & Properties

• All about Listings (Classic Documentation)
• The Listing Browser (Classic v1.174 below)
• Listing and Property Relationship
• Enabling Profiles to Add Images (Classic Documentation)
• Cover Flow for listings
• Customize how to Find Matching Listings (Connection Listings - Inquiries (Object: pba__Request__c))

See all 7 articles

Offers & Closings

• Offer Creation Wizard

Reports & Dashboards

• Dashboards not visible to other users
• Creating a Report with Propertybase (Classic)
• How to Add Charts to Your Reports
• How to use Showings Report Template

Email

• Creating Mail Merge Documents for Mac
• Creating Salesforce Email Templates, Part 1: Creating Letterheads
• Creating Salesforce Email Templates, Part 2: Creating HTML Email Templates
• Propertybase Example Templates
• Multiple “From” Email Reply Addresses
• HTML Email Status Tracking

See all 10 articles

Task & Activity Management

• How to Manage your Tasks and Calendar

Setup & Admin

• Considerations for Custom Triggers
• How to Configure Portals
• API Field Names
• Introduction to the Setup Menu
• Create Fields & Edit Page Layouts (Classic)
• Add Force.com Quick Access Menu

See all 8 articles

Webservices

• Portal Integration Overview

Propertybase 1.398

• Updating to 1.398 (from 1.367 or higher)
• Updating to 1.398 (from 1.366 or lower)
• Setting Configurations
• Browser Detail Compact Layouts
• Browsers: Quickstart Menu (Classic v1.348-1.398)
• General Browser Functionality (Classic v1.348-1.398)

See all 19 articles