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Stephan Lipp

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Latest activity by Stephan Lipp
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    Stephan Lipp created an article,

    Salesforce System Status Updates

    Sometimes even Salesforce' server clusters struggle. Then you might encounter a downtime or a service degradation. Should you want to be informed about these occurrences related to your system, you...

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    Stephan Lipp created an article,

    Changing Contact Record Owner also Changes Related Inquiry Record Owners

    With version 1.629 a new default behavior (setting) was introduced that updates the record owner of related inquiries to remain the same as the Contact Record Owner if the latter is changed. These ...

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    Stephan Lipp created an article,

    Adding Missing Property Finder Locations

    You may get the latest version of our location list by logging in to Property Finder Manager -> XML Feed -> Download Location. This function will create an Excel file download. Do not change the do...

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    Stephan Lipp created an article,

    Process Builder: Send Alerts or Change Record Status if there has been no Activity in a while

    Note: If you are not familiar with Process Builder and creating automations, please familiarize yourself with the tool e.g. by reading this trailhead Example 1 Example 2 FAQ Example 1: Update Re...

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    Stephan Lipp created an article,

    Portal Field Mapping

    This article give deeper insight into Portal Syndication to specific portals and their mappings. Please read this article on Portal Syndication first to understand how to work with the tool. Note: ...

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    Stephan Lipp created an article,

    Quicksend Templates Tips & Tricks

    Propertybase Quicksend is built so you can dynamically create emails and attach auto-rendered pdf files. In this article, we share a few ideas, tips, and best practices and will add more as we come...

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    Stephan Lipp created an article,

    Building Stack: Visualizing Property Hierarchies

    Note: Building Stack is only relevant to those that have the need to visualize larger building entities or even developments. Usually this is the case for Developers and agencies cooperating with t...

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    Stephan Lipp created an article,

    Sharing Only Relevant Portals with Sales or Rent Team

    If you have a big dedicated team of agents, you might want to separate the portals an agent sees in "Portal Syndication" on a team-by-team basis as the portals' feed configuration is highly related...

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    Stephan Lipp created an article,

    Adding, Removing and Renaming Tabs

    In this article we will walkthrough the process of adding or removing tabs from the main navigation in Propertybase. Missing a Propertybase tab? Use this article to find the original object and cha...

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    Stephan Lipp created an article,

    How to Configure Contact Duplicate Matching Feature

    In this article, we will configure Propertybase to work with the new duplicate matching feature released by Salesforce. Upon completing this configuration, Propertybase will actively search for dup...