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Stephan Lipp

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Latest activity by Stephan Lipp
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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,

    Generic Portal 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 New 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...

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    Stephan Lipp created an article,

    How to Fix Errors When Sending Email Using Quicksend

    Sometimes, when using Quicksend you may experience an error message. This is typically due to not authenticating your account with Propertybase servers during login. This typically happens due to p...

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    Stephan Lipp created an article,

    How to Add your Company Logo to your PDF Templates

    From within the Listing Manager, Matching or from a listing, you can print out a PDF document that can summarize multiple listings or present a single listing. You can use this document as a flyer,...

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    Stephan Lipp created an article,

    Weblisting - Display Listing Agent

    Getting the listing's owner information to your website is a little tricky as the "user" information is not directly accessible by the weblisting API. The information must be on the listing record ...