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Anthony Parry

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Latest activity by Anthony Parry
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    Anthony Parry created an article,

    What is the file size limit of an attachment?

    The Force.com platform has a limitation of 25MB (max.) per attachment for the 'Notes and Attachments' related list. There is no way to increase the amount of data for attachments. Using a compresse...

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    Anthony Parry created an article,

    Update Contacts Using the Import Wizard

    It is possible to update contacts are companies that already exist within propertybase by using the Import Wizard. To get to the Import Wizard go to: Setup > Data Management > Import Accounts/Conta...

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    Anthony Parry created an article,

    Trust and Security trust.salesforce.com

    A lot of system administrators have asked us about the underlying technology behind Propertybase. Specifically this has sometimes come up regarding emails that have beens sent from Salesforce.com r...

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    Anthony Parry created an article,

    Learn How Search Works

    If you want to get the most out of Propertybase, make the search bar your friend. The global search will look through all records and values found in custom fields as well as longer text fields. Ov...

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    Anthony Parry created an article,

    How to use Showings Report Template

    When you setup Propertybase we include a default template called Showings Report.  This template is very useful for communicating to customers the ratings and comments for listings they have within...

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    Anthony Parry created an article,

    Multi level hierarchy for Properties

    With the following instructions you can implement a 3-level hierarchy in the Property object in a few steps. (Your Propertybase ORG must have been setup after 2-1-2013, if older please write to sup...

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    Anthony Parry created an article,

    Mass Transferring Account Ownership

    At some times, records from one user may need to be transferred to another. Propertybase provides a quick and easy solution to transfer all the specific records needed with the Transfer Accounts fe...

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    Anthony Parry created an article,

    How to Manually Share a Record

    Propertybase enables your organization to setup sharing/security settings, so that the information through your account is distributed properly to all of your users. For more information on Securit...

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    Anthony Parry created an article,

    Financial Add On

    Tracking payments for your deals is vital to your business and this has been added to Propertybase! The Financial Add-On is included in the Enterprise and Ultimate Plans only and is not available i...

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    Anthony Parry created an article,

    Creating Mail Merge Documents for Mac

    Mail Merge documents are also available for Mac users. Here are the simple steps to creating your own mail merge document for Microsoft Word for Mac. 1.  Open the document that will be used for th...