Heather Piper

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Recent activity by Heather Piper Sort by recent activity Recent activity Votes
  • 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...

  • 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...

  • 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...

  • 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...

  • 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 ...

  • 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...

  • 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...