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James Ibanez

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Latest activity by James Ibanez
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    James Ibanez created an article,

    How to Configure Action Plans

    There are several different ways to start a new Action Plan. They can be created through the main application launcher, by clicking on "Action Plans". However, they can also be created through spec...

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    James Ibanez created an article,

    The Control Center

    The Control Center allows you to adjust and control different aspects and features for Propertybase. To access it you need to go to the app pop up page by clicking the menu icon found on the naviga...

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    James Ibanez created an article,

    Publish Listings via 3rd Party Portal Aggregator

    Publishing listings to third party portal aggregators, such as XML2U or 1001portales (no longer supported) allows you the flexibility of marketing your listings to over 200 portals supported worldw...

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    James Ibanez created an article,

    Browser Detail Compact Layouts

    Compact layouts display a records key fields at a glance at the top of a records detail page within the Browsers.    These can be edited by going to the corresponding object setup page and crea...

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    James Ibanez created an article,

    Browser Record Details

    Within the Browsers  click on a record from any list and the detail record will pop up within the same page. This pop up page contains the details that are found on the typical Salesforce record de...

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    James Ibanez created an article,

    General Browser Functionality (Classic v1.348-1.398)

    The Browsers are a result of many years of experience in the Real Estate industry. They bring together the power of Salesforce with flexibility of Propertybase providing a tool that not only displ...

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    James Ibanez created an article,

    Setting Configurations

    Many aspects and features of Propertybase allow for organizations to customize them as needed by adjusting specific settings. The settings can be adjusted in the Setting object. Settings can be f...

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    James Ibanez created an article,

    Building Stack

    Organizing and visualizing spaces within a building has become simple with the Building Stack. This feature allows real estate agencies to construct a building hierarchy (building, floors, units), ...

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    James Ibanez created an article,

    Advanced Searching: Smart Lists

    Smart Lists are the core of the Browsers. They can range anywhere from a simple search to a robust database query to make searches based on multiple related objects. In this article we will discuss...

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    James Ibanez created an article,

    How to configure Legacy Version of Matching Feature

    The real estate business is about connecting people with the right property and closing those deals. An agent works to match a potential buyer or renter to the perfect property or visa versa. With ...