Kaitlyn Koplitz
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Activity overview
Latest activity by Kaitlyn Koplitz-
Kaitlyn Koplitz created an article,
Enhanced Domains Deployment 2023
Salesforce is rolling out Enhanced Domains, platform wide, in 2023. Propertybase customers may have received one or more emails titled “ATTENTION: Prepare for Enhanced Domains Deployment with Sprin...
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Kaitlyn Koplitz created an article,
How to Recover MFA Access
How Can I Regain Access? With the addition of Multi-Factor Identification, it is more important than ever to be able to reset your access. Check out this information directly from Salesforce: Click...
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Kaitlyn Koplitz created an article,
Capture Client Feedback on Listing and Inquiry Matching
Overview When working with a client, it is important to capture their feedback about a listing to help you refine your search for that client, for your historical record on a listing, or to help ot...
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Kaitlyn Koplitz created an article,
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Kaitlyn Koplitz created an article,
Adding a Related Object's Information on a Task's View
Summary With the release of Propertybase version 1.668, users can now add information about Contact, Listing, Inquiry, Property, and Offer objects that are related to a task onto the task page's ...
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Kaitlyn Koplitz created an article,
Add a Property Owner When Creating a Listing
Summary Users can now add an existing contact, or create a new contact, and add them as a property owner when creating a new listing. Step by Step Create a setting to enable the feature To enable...
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Kaitlyn Koplitz created an article,
Updating Permission Sets and Sharing Rules for Guest Users
Summary In order to ensure certain Propertybase services continue to work for your org, you will need to assign a new permission set to your guest user and create sharing rules for the Guest User t...
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Kaitlyn Koplitz created an article,
Link and Automatically Update the Size & Sq./Ft. fields on a Listing
Summary In Propertybase version 1.654, a new setting and trigger were created to automatically link together and update the size and square feet fields on a Listing object. When enabled, when eithe...
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Kaitlyn Koplitz created an article,
Hide the Email Template Editor from the Marketing Center
Summary In Propertybase version 1.654, a new setting called “hide_emailtemplateeditor_marketingcenter” was added to allow users to hide the email template editor tile from the marketing center. For...
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Kaitlyn Koplitz created an article,
Hide the Control Center Within the Marketing Center
Summary In Propertybase version 1.654, a new setting called “hide_controlcenter_marketingcenter” was added to allow users to hide the control center tile from the marketing center. For a full list ...