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  1. Propertybase Salesforce
  2. Customization
  3. Core Setup

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Core Setup

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  • Enable the Auto Add/Remove License Feature
  • Using Contacts as Households
  • Adding, Removing and Renaming Tabs
  • Receive email reminders for overdue tasks - not only pop-ups
  • Deactivating Users / Recycle Bin / Transferring Records
  • How to change your Administrator Access
  • Changing email address of existing user
  • Managing Time Zones, Language and Currency
  • Permissions Overview
  • Record Type Explanation and Help
  • Multi level hierarchy for Properties
  • Changing Date / Time Formats
  • User Security Profiles (Classic)
  • Users, Roles and Profiles

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