Heather Piper
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Activity overview
Latest activity by Heather Piper-
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,
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 Workspace Integration to include Transactions from your Propertybase CRM. This will now sync all existing and new Transactions so they are visibl...
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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...