Kaitlyn Koplitz
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Articles
Recent activity by Kaitlyn Koplitz Sort by recent activity-
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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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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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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Drip Campaigns
Drip Campaigns are pre-scheduled emails that are sent to clients in succession.
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Marketing Lists
How to review or create Marketing Lists and utilize filters to show specific contacts.
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Propertybase Services
How to address browser interference with Propertybase.
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Logging in to Propertybase
How to log into Propertybase for the first time.
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Update Process
How to check for potential updates and ensure that your system is current.
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Mass Email Template Editor
How to utilize the Mass Email Template Editor to easily create custom layouts and content.
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Submitting a Support Ticket
How to submit a help ticket through our ticketing system, Zendesk. help.propertybase.com