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Heather Piper

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Activity overview

Latest activity by Heather Piper
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    Heather Piper created an article,

    User Image Upload

    We have added a new Image Upload option with a new Visualforce page for Propertybase v1.614 and higher to host your photo's within the CRM! This allows you to host and display photos with ease. To ...

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    Heather Piper created an article,

    Adding Buttons to the Page Layout

    Adding Buttons to the Page Layout If you would like to add or remove buttons to your Page Layouts you can follow the instructions below: Go to the Setup icon and click on Setup: Once there go in...

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    Heather Piper created an article,

    Google Sync

    NEW: You are now able to sync Events and Tasks to Google Calendar and Google Calendar Events to Salesforce. We have teamed up with API Nation to create a sync between Google Suite Apps and Property...

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    Heather Piper created an article,

    Moving Unmanaged Custom Fields to Managed Custom Fields

    In our ongoing push to improve our user experience, Propertybase is introducing our Unmanaged Custom Field Migration into Managed Custom Fields. We have added over 30 New Managed Custom Fields that...

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    Heather Piper created an article,

    Using Teams and Offices

    Using Teams and Offices   Propertybase has added new Objects for Team and Office. These Objects have within them, Team Members and Office Members. This will allow Offices and Teams within Offices t...

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    Heather Piper created an article,

    Using Transactions

    In Propertybase version 1.606, we have enhanced the BackOffice (formerly BackAgent) Integration to include Transactions from your Propertybase CRM. This will now sync all existing and new Transacti...

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    Heather Piper created an article,

    Using Contacts as Households

    From Propertybase version 1.595 Contacts can now be linked together as Households through a new object related to the contact called Household! This is a great feature that will allow Agents to see...

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    Heather Piper created an article,

    Template Editor for Mass Email Campaigns

    The new Mass Email Campaign Template Editor allows Propertybase CRM users to create professional and responsive email templates for Mass Email Campaigns without any coding knowledge. Through a simp...