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