Kaitlyn Koplitz
- Total activity 169
- Last activity
- Member since
- Following 0 users
- Followed by 1 user
- Votes 0
- Subscriptions 135
Articles
Recent activity by Kaitlyn Koplitz Sort by recent activity-
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...
-
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...
-
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...
-
Dashboard Overview Webinar
-
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 ...
-
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...
-
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...
-
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...
-
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...
-
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 ...