Basics
- How to Setup Users
- Restoring Deleted Records
- Checking Your Propertybase Version
- Updating to the Latest Version of Propertybase
- Clearing Your Cache
- Submitting a Proper Support Request
- Configuring Contact Duplicate Matching
- Task Management (Lightning)
- The Control Center
- Preventing Identity Verification
- Renaming Fields
- Editing Picklist Values
- Editing Search Layouts
- How to Manually Share a Record
- How to Send Mass Emails
- Individual Clients vs Company Contacts
- Changing Contact Record Types
- Create and Manage Companies
- Offer Creation Wizard
- How to Manage your Tasks and Calendar
- Creating Email Templates - Simple Text Email
- How to Create a View
- Custom Domain Names
