Released on July 12, 2023

In each subsequent release, all items included in previous releases are retained.

To ensure a smooth transition to the latest version of Propertybase, it is crucial to adhere to the following recommended guidelines:

• Test in a non-production environment:
  - Before applying the upgrade to your live or production environment, use a sandbox. Learn more.
  - Test the upgrade thoroughly to identify any compatibility issues, conflicts with existing configurations, or unexpected behavior.
• Backup your data:
  - Take a backup of your existing data before performing the upgrade. Learn more.
• Notify stakeholders and users:
  - Inform all relevant stakeholders, such as administrators, end-users, and support teams, about the upcoming upgrade.
  - Provide them with necessary information regarding the changes and potential impact on their workflows.
• Test integrations and customizations:
  - If your Salesforce instance integrates with other applications or if you have customizations, ensure that they are compatible with the upgraded version of Propertybase.
• Monitor post-upgrade performance:
  - After the upgrade, closely monitor the system's performance, stability, and user feedback.
  - Proactively address any reported issues and continuously assess the impact of the upgrade on your workflows and overall system functionality.
• Keep your package version up to date:
  - Applying timely updates ensures that you have the latest features, performance enhancements, and security improvements.

• Technical code stack updates to improve PBSE stability.

• Improved Email Campaign Preview Formatting

Released on June 28, 2023

• Multiple Propertyfinder Portal Locations Updated.
• Technical code stack updates to improve PBSE stability.
• Improved messaging for the pop-up box in the Propertybase Update Center.
• Implemented a feature that automatically sets "send@propertybase.com" as the from address when the email domain is not validated.
• Improved "Images and Media" component with a "View All" button for easier sorting and management of media items in a larger modal window.
• Enhanced file uploading with sequential batch method for improved error handling, efficient management, and optimized performance with large file quantities.

• Corrected Property Media issue when uploading multiple photos.
• Corrected activity log tracking for sent email.

Released on June 28, 2023

• Technical code stack updates to improve PBSE stability
• The "Welcome Banner" in the Home Page has been updated to provide quick access to Release Notes.
• Multiple Propertyfinder Portal Locations Updated

• Corrected issue with uploading property images

Released on May 31, 2023

• Multiple Propertyfinder Portal Locations Updated.
• Technical code stack updates to improve PBSE stability.
• Update Portal Feed Specifications to conform to XSD standards.
• Now you can choose between opening a link or sending an email by setting the click behavior of an image in Email Campaigns.

• Corrected error with property type showing as blank when sent to portal.
• Corrected issue with contact acting as opted out when they have not actually opted out.
• Fixed an error in Click-to-Claim when claiming Contacts with related Inquiries.

Released on May 18, 2023

• Technical code stack updates to improve PBSE stability
• Multiple Propertyfinder Portal Locations Updated

The following issues have been resolved:

• Users can now preview the Drip Email in Drip Campaigns, even when there is only one email added to the template.
• The Pinned list feature now functions correctly even when there are more than 15 Marketing Lists created.
• The Auto Add/Remove License Feature now correctly re-adds the PBA license when an inactive user is reactivated. Learn more.
• The Email Tracking sort order now displays the latest emails at the top of the list.
• Users can now delete Contacts with related Drip Campaigns.
• The Mass Email Campaign now displays the correct format/style during preview.
• Drip Campaigns no longer create Tasks without due dates.
• Drip Emails now create Email Delivery records when the defined start date is set as the Contact Created Date.

Released on May 3, 2023

• Enhanced Quicksend's Error Message for disconnected Propertybase Services, offering guidance to enable them in the Control Centre.
• Technical code stack updates to improve PBSE stability.
• Multiple Propertyfinder Portal Locations Updated.

• Corrected issue with emailing a listing from a MLS ID search
• Fixed Propertybase logo display issue in Quickstart app utility.
• Resolved issue with Quicksend Emails not populating Name field in Email Delivery record.
• Corrected issue with email tracking and activity display.
• Corrected issues with deleting listings still showing in some cases.
• Corrected the search function results in Drip Campaign template.
• Corrected Mass Email Campaign Buttons overlapping border.

Released on April 24, 2023

• Technical code stack updates to improve PBSE stability
• Update contact merge fields for Mass Email Campaigns
• Enhanced merge fields in Mass Email Campaigns with the option to include additional Contact fields.

NOTE: Additional post-installation steps required. Click HERE for more information.

• Multiple Propertyfinder Portal Locations Updated

• Corrected issue with email tracking not recording sent email.
• Corrected issue with configuration to upload new Redis locations.

Released on April 20, 2023

• Technical code stack updates to improve PBSE stability.
• Multiple Propertyfinder Portal Locations Updated.

• Fixed an issue with Listing names not being shown when creating an Offer from a Listing record.

Released on April 11, 2023

• Google Sync and Outlook Sync tiles are now removed from Control Center.
• Improved the UI when sorting Images and Media for Listings. The file preview or thumbnail is now showing the file name for better ease of use.
• When creating Action Plans, an information icon has been added next to the add task button, displaying a help text indicating a maximum limit of 25 tasks that can be added.

• Fixed an issue with Email Tracking where it is not logging emails sent via Quicksend from a Contact record.
• Fixed an issue where Quicksend emails that were sent are not creating Tasks against the parent Contact record.

Released on March 17, 2023

• The problem encountered while creating Offers from the External Agent Portal has been resolved.
• The "Apex Heap size too large" error in Quicktext has been fixed.
• The issue with Bayut Geopoints has been addressed and resolved.
• The User Sync integration with Websites has been fixed.

Released on January 23, 2023

• The "Contact not found" error in Click-to-Claim has been resolved.
• The problems related to Guest Site User permissions have been addressed and fixed.

Released on January 20, 2023

• Resolved a problem where agents could still access Quicktext that they had previously used, even if their access privileges had been revoked.
• The problem with the PDF generated in the Listing Manager, where it was not displaying all the selected listings, has been resolved.
• Fixed an issue where Click-to-claim functionality allowed multiple users to "claim" a lead within the same minute.

Released on August 19, 2022

• Click to Claim fix
• Property Portals Location Finder
• Unsubcribe button fix
• Limit Exceeded Error fix*
• Server Portal Managment fix
• Quick Send Recognition Fix-
• Portal Parsing fix
• All contact viewing fix
• Offer Creation
• Email from Inquiry
• PDF fixes
• Field Updates
• Webtoprospect fix
• Action plan due date
• MLS Listings propagation

GENERAL UPDATES

• Portal Server Bandwidth
• Field Updates
• Security Updates

Released on February 18, 2022

[security updates]

• Updated Dynamic SOQl To not allow Injection
• Updated Javascript Libraries
• CRUD Updates
• General updates to align with the SF Security Review

• Email template editor
• Integration fixes
• Connection issues
• Photowizard
• PDF engine
• Backoffice transitions syncing
• Backoffice field syncing
• Portal listing removal/additons
• General bug fixes

GENERAL UPDATES

• Storage increases
• Connection syncing
• UI improvements
• User creation improvements
• Portal syncing
• Increase size of adding contacts to a campaign
• General speed updates platforms

Released on April 29, 2021

• Fixed an issue where large amounts of scheduled drip campaign emails would occasionally cause duplicates to be sent to some recipients
• Fixed an issue with the Contact Database Health component not updating correctly
• Fixed an issue with buttons in email campaigns not being clickable in the entire area of the button

Released on March 16, 2021

• Added ability for agents to capture client feedback on matches on the Inquiry and Listings matching pages. Learn more

• Fixed an issue where results in the Record Manager and Matching pages were not properly filtering based on the criteria set by the user
• Fixed an issue with Listing Matching where results would fail to load if a Request object field was set to display in the results table

Released on February 22, 2021

• Fixed errors when searching and filtering on Listing Matching, Inquiry Matching, Contact Manager, and Listing Manager
• Matching now ignores leading and trailing whitespaces in text fields

Released on January 15, 2021

• Users can now enter multiple values in text fields when using matching on Listings and Inquiries, and in the Listing and Contact Mangers. Learn More
• Drip Campaigns can now be started even if emails on the campaign would occur up to 24 hours in the past. Emails that occur up to 24 hours in the past will be sent immediately.

• Realogy Portal now supports multi-picklist fields in portal mapping

Released on November 19, 2020

• Added a new view on a task's details page that displays information about objects related to the task Learn how to enable this feature!

Released on November 12, 2020

• Users can now delete contacts that are on an active drip campaign.

• Fixed an issue that prevented error and validation rule messages from showing when attempting to create a contact.

Released on October 22, 2020

• various bug fixes and improvements

Released on October 21, 2020

• Various bug fixes and improvements

Released on October 8, 2020

• Added ability for users to add a property owner when creating a listing. Learn how to enable this feature
• Updated Propertybase Webserivces permission set to be compliant with Salesforce's Winter '21 release guest user changes Learn more about these changes

Released on July 29, 2020

• Added new salutation merge field for emails

Released on July 16, 2020

• Improved list of available email merge fields in the Marketing Center
• Added a setting to automatically relate spouse/partner contact records via a new field Partner when enabled. Learn more
• Added Marketing Lists tiles to the Marketing and Control Centers
• Added a setting for admins to hide the Email Template Editor from the Marketing Center. Learn More
• Added a setting to automatically link the Size and SQFT fields on a Listing when enabled. Learn More
• Added a setting for admins to hide the "Lead Routing" toggle switch from the login component on the Home Page
• Various visual and error messaging improvements

• Fixed an issue with email merge fields not merging correctly when sent through Process Builder
• Fixed an issue where a field would appear to remain on an object after being removed using Settings
• Fixed sorting of templates in Send Wizard

Released on May 6, 2020

• Improved the PB Activity Component for an improved experience

• Tasks can now be created from the Contact Manager/ Marketing Lists component without a Related to ID.
• Corrected an issue where the divider (email component) was appearing differently in previews than in sent emails.
• Corrected an issue where a previously deleted Primary photo could still appear in MLS Browser/MLS Matching tool
• Corrected an issue where users were unable to grab the scroll bar on specific Propertybase components

Released on April 3, 2020

• Improved the PB Calendar Component for an improved mobile experience
• There is now a Setting to disable the rule requiring all records related to a Contact to be owned by the Contact Owner
• Added a listview to the Email Campaign Template object

• Corrected an issue that caused an Invalid JWT error when attempting to use Propertybase components.
• Inactive Users will no longer receive PropertyBase system emails

Released on March 18, 2020

• There's now a Setting to change the default language on Listing Map
• Added Rightmove Overseas to Portal Mapping

• Correct an issue that caused Action Plans to fail on multiple objects
• Corrected issue with the New Contact Wizard preventing users from Creating Contacts
• Corrected a filtering issue that affected the Contact Manager/Marketing Lists component

Released on February 12, 2020

• New 'Request Support' tile in the Control Center to grant access and submit a support request directly from the product. Learn More

• Bug that prevents the creation of PDFs from the Listing Detail page has been fixed.

Released on February 5, 2020

• Approval Processes for mass email campaigns have been added and work together with native Salesforce Approval Processes. Learn more
• Updated Reports / Dashboards package - now includes Website and Back Office audit reports. Learn more
• Rebranding of product: Boston Logic is changed to PB Websites and BackAgent to Back Office in the whole product

Released on January 22, 2020

• New Follow-up Calendar Component provides summaries of events, birthdays and contacts with next follow-up date. Learn More
• New Last Attempted Contact Component showcases statistics about Contacts with Lead Rating and Last Attempted Contact Date. Learn More
• New Activity Overview Component to quickly view all current and overdue Tasks. Learn More
• Added filter wheel to Contact Database Health Component to quickly filter for leads and clients. Learn More
• Filter rules added to BackAgent Transaction integration to filter Contact imports. Learn More
• New fields added to Transaction Members to capture all related Contacts.
• New flag on Transaction that is checked when Owner is inactive/missing.
• "Templates" has been renamed "PB Templates".
• Lead Rating fields have been added to Activity Object.
• Email section in the Control Center has been renamed to Propertybase Services.
• BackAgent Login component to include full domain. No change for existing clients.

• Contact reassignment issue for Website Contacts has been fixed.
• Sizing issue on "Create PDF" action issue (occurs when many listings have been selected) has been corrected.
• Contact and Listing managers action buttons have been made mobile-ready
• Contact Manager and Listing Manager date/time filters and date/time columns now have international options. 

Released on December 11, 2019

• New unmanaged Reports package containing Transaction Reports and Dashboards. Learn More

• Errors on New Task, New Event, and New Inquiry buttons in the Quickstart component have been fixed.
• Date field error on New Contact Dialogue has been corrected.
• Formula of Field Template ID on the Template object has been corrected.
• User Image Upload component issue has been fixed.

Released on November 27, 2019

• Contact ownership changes will now trigger an ownership change of Website Activity and Inquiry records. Please deactivate any processes in the Process Builder that might have similar functionality to avoid errors. Learn More about existing Contact Owner processes. Learn More about existing Linked Listing processes.

• Database Health component has been added to Propertybase Dashboards. Learn More
• Filter selection in the Contact and Listing Managers has been improved for a better user experience. Learn More
• Ownership changes have been enhanced for ease of use with Website Activity, Saved Searches and Contacts. Learn More

• Bug with Mass Email Campaigns when switching between templates has been fixed.
• Marketing Health dashboard component error when no chart is selected has been corrected.

Released on November 14, 2019

• Marketing Health Dashboard Component added! Learn More
• Image building block enhancements have been added for Email Campaigns. Learn More
• Customization of font size settings is now available for Email Campaigns.
• Header building block enhancements have been added for Template Editor. Learn More
• You can now save Listing Favorites in the Listing Manager. Learn More
• Holiday Email Campaign Templates have been added on the Propertybase Updates page under resources. Admins can access these here.
• Sync Salesforce Tasks and Events with Google Calendar via Google Sync in the Control Center. Learn More

• Photos can now be removed from footer in Template Editor.
• An authentication bug (Login Component) has been fixed.
• Quicktexts and Quicksend can be used again.

Released on October 23, 2019

• We have added line spacing and font size functionality for text building blocks to the Template Editor. Learn More
• Added advanced settings for Email Campaign building blocks to include the same settings as in the Template Editor. Learn More
• Pinned lists now available to set as a default setting for each user. Learn More
• Enhanced errors with links on alerts.

• Email preview has been corrected to show the body content.
• Issue with changing a template after selecting property not showing refreshed template has been corrected.
• Enhanced error messages for deleted listings (and better listing removal for deleted listings).
• Linked listings from Matching results can be created again without issues.
• Error when filtering picklist fields in Matching has been corrected.

Released on October 10, 2019

• Sync created for Google and Propertybase Contacts. Learn More
• The deletion of listings that have been published on a website or on a portal is now possible.
• Webservices Permissions set for Site Guest User added to the package for easier setup of Webservices and Drip Campaigns. Learn More
• Documentation regarding Font Stacks has been added under Edit Font Stack. Learn More

Released on September 25, 2019

• More information is now available on Website Activity and Contact records. Learn More
• New User Image Upload option added to Users for adding images with ease. Learn More

• Issue with errors when sending emails to Households has been fixed.
• Websites button in Login Box is now consistently populating.
• You can now scroll MLS Listings Setup site.
• Field Migration errors no longer appear when new Migration Fields exist.
• CPU timeout issue on Drip Campaigns has been corrected. 

Released on September 12, 2019

• Enhanced the BackAgent Integration to include Transactions from Propertybase, syncing all existing and new Transactions to the CRM and allowing report creation. Learn More
• Updated MLS browser so that is functions on the Salesforce Mobile App. Learn More
• The Sub Lead Source field can now be populated from Bold Leads if it is connected to your Org.
• We have added additional matching criteria for Contacts coming over from Boston Logic to match on Contact Email Addresses along with the Website ID we were previously using.

• Issue with maps on Listings and in Listing Browser has been fixed

Released on September 11, 2019

• Enhanced the BackAgent Integration to include Transactions from Propertybase, syncing all existing and new Transactions to the CRM and allowing report creation. Learn More
• Updated MLS browser so that is functions on the Salesforce Mobile App. Learn More
• The Sub Lead Source field can now be populated from Bold Leads if it is connected to your Org.
• We have added additional matching criteria for Contacts coming over from Boston Logic to match on Contact Email Addresses along with the Website ID we were previously using.

Released on August 30, 2019

• Enhanced Control Center Layout, Labels and Descriptions for better Admin experience. This includes additional descriptions for each tile when you hover above them.
• Error message enhancement to display relevant errors in Field Migration Feature. Learn More
• Login box has been enhanced for better user experience. Learn More
• Drip Campaigns can now be sent on specific dates and sent on behalf of a Contact Owner. Learn More (In Advanced Features Tab)

• Issue with Portal Mapping settings and mapping table not being visible is fixed

Released on August 29, 2019

• Enhanced Control Center Layout, Labels and Descriptions for better Admin experience. This includes additional descriptions for each tile when you hover above them.
• Error message enhancement to display relevant errors in Field Migration Feature. Learn More
• Login box has been enhanced for better user experience. Learn More
• Drip Campaigns can now be sent on specific dates and sent on behalf of a Contact Owner. Learn More (In Advanced Features Tab)

Released on August 14, 2019

• Collections in Quicktexts are now sorted according to Picklist Value location.
• In Active Drip Campaigns, you can now view the underlying Quicktexts.
• User sync to Propertybase Websites as been improved: If a user with the same email address already exists on the website it will be connected to the user in the CRM.

• Issue with Listings missing from Inquiry to Listing matching results has been fixed
• Quicksend slowness due to large numbers of files has been corrected.

• Included in this release is our New Migration script to move Unmanaged Custom Fields to New Managed Custom Fields! By updating to 1.603 you will be adding these New Managed Custom Fields to your Org. Learn More

Released on August 9, 2019

• Included in this release is our New Migration script to move Unmanaged Custom Fields to New Managed Custom Fields! By updating to 1.603 you will be adding these New Managed Custom Fields to your Org. Learn More

• Migration script now includes improved error handling and performance improvements

Released on August 5, 2019

• Included in this release is our New Migration script to move Unmanaged Custom Fields to New Managed Custom Fields! By updating to 1.603 you will be adding these New Managed Custom Fields to your Org. Learn More

• Migration script created for moving 30+ Unmanaged Custom Fields to Managed Custom Fields
• Text version of Email will now be sent in all Emails (HTML and Text)
• Listing Manager speed has been increased and will now load faster.
• Team and Office Objects have been added to allow a more comprehensive combination of relationships for all users. Learn more

• Issue with Quicksend Preview not showing in the mobile app on Android has been fixed.
• Mass Email Campaign issues regarding creating with no recipients and Cloning (using Salesforce cloning functionality) have been corrected.
• Setting for compliance emails with transactional emails in Quicksend has been corrected.

Released on July 17, 2019

• Office/Team structure in the Propertybase CRM has been released as a Beta for customers with Propertybase Websites. If you would like to test this out, learn more here: Learn more.
• User data is now available for Inline Listing Templates.

• Issue that was preventing the creation of Linked Listings if the email already contained the reference to a listing has been corrected.

Released on July 10, 2019

• Fixes a bug related to the auto-creation of linked listings after an email has been sent
• Fixes a bug that prevents users from creating Saved Searches from the MLS Browser

Released on July 3, 2019

• New feature created allowing automated publishing to a portal has been created. Learn more.
• New Household object allowing to link two or more contacts together. Learn More.
• Sending emails to all or some contacts of Households and Companies. Learn More.
• Listing Media Gallery can now be sorted by Expose, Website or Portal Feeds once a setting is added. Learn more.
• Click to Claim error messages have been enhanced to provide more information for customers.

• Issue with Batch Requests in Contact Manager not loading correctly has been fixed.
• Transparency setting in Template Builder for Mass Emails has been removed as it was not supported by the feature.

Released on June 19, 2019

• The Template Editor for Mass Email Campaigns is now available! 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 simple drag and drop interface, users can create a template design inline with their brokerage branding by building content blocks, adding images, text, hyperlinks, customizing color schemes, and more! Learn more.
• We have added two new fields in the Listing object to enhance user experience: Co-Listing Emails and Sale Agent Emails.
• Drag and drop functionality has been added to Action Plans and Action Plan Templates.

• A bug related to selecting a high number of contacts in Quicksend has been fixed.
• We have resolved an issue with HEX/RGB color selection in Mass Email Campaigns.

Released on June 5, 2019

• Updated email section within the Control Center to improve user experience.
• It is now possible to use HTML templates when sending on behalf in Mass Email Campaigns.
• Quicksend now supports sending to additional email addresses for each individual recipient. Learn more.
• Added ability to create new saved search from MLS Browser tab with the option to name the search.

• Drip campaign bug related to timezone changes has been fixed.
• Lead Routing email notifications have been fixed for guest users when chatter is enabled.

Released on May 23, 2019

• It's now possible to make a copy of an existing Mass Email Campaign! Learn more.
• Improved Email Campaign labels to increase usability.

• Fixed Email Campaign tag from creating unwanted space.
• Corrected Automate Action Plan issue.
• Fixed Relabeling of Website Listings.
• AttachmentPicker Navigation function restored.

• All Email Campaigns that contain Inline Listings may look differently in the edit section, compared to the rendered view. Always send a test email to confirm email formatting and layout.

Released on May 8, 2019

• Improved image sorting and browsing functionality in the Media Manager.
• Log messages in the website integration can now be expanded in the Control Center.
• Additional user experience enhancements in Propertybase Score and Mass Email Campaigns.

• Manually created auto-linked listings no longer create duplicate Inquiries.
• Fixed bug related to tagging in Media Manager.
• Propertybase functionality has been restored for Turkish-speaking accounts.

• Added two new long text area fields to the Contact object: "Comment" and "Custom Information"

Released on April 24, 2019

• Website property links can now be added directly to PDF and Inline Listing templates. Learn more.
• A new field, "Listing Website", is now available on all website-related objects and displays the original website link for a given activity.

• "Number of results per page" now works correctly for custom lists. Learn more.

• The label for "Fax Number" has been changed to "Fax Extension" on the User record.
• New fields, including the ones listed above, will not be visible until they are added to the appropriate page layout.

Close

Released on April 16, 2019

• Exclusive MLS Listings can now be imported into Propertybase! Learn more.
• You can now navigate through Quicksend fields using "Tab" on the keyboard.
• It's now possible to filter by owned records in the Contact & Listing Managers. Learn more.

• Link Listing creation is now functioning as expected.
• Company Contact creation is now functioning as expected.
• A bug preventing text editing in Email Campaigns has been fixed.
• Special characters can now be used in Quicktext collection names.

• Agent MLS IDs must be added to Propertybase before activating the new MLS Exclusive Listings Import feature. Failing to do so will result in all MLS Listings being assigned to the administrator instead of the appropriate agent. Learn more.
• A new managed field "Additional Cities" has been added to better support Website Saved Searches. Learn more.

Released on March 27, 2019

• Links can now be added to Quicksend emails. Learn more.
• The Email Tracking tab on Contact records will now display bounced emails.
• When filtering by email address in the Contact Manager an "includes" filter is now available.

• Saved Search and Market Insight emails will no longer send when a Contact is deleted.

• Several features that existed in "Propertybase Classic" are now deprecated for "Propertybase Lightning" customers. These features were deprecated because they are not supported in the latest version of Propertybase. These features include all javascript buttons, WebserviceProspectAPI, AreaPicklists and Action Adapter.

Released on March 15, 2019

• The following fields are now available on Inquiries: Website Search URL, Website Search Type, and Website Search Name. Learn more.
• The following fields are now available on Contacts: Lead Source Category, Lead Source Detail, Creation Type, Creation Name, Creation Path, Sign Up Site URL (website customers only.) UTM Source, UTM Medium, UTM Campaign, UTM Term, and UTM Content. (UTM fields only apply to customers working with digital advertising campaigns.) Learn more.
• The following field is now available on Contacts: Contact Type. This field will auto-populate for accounts with an active Propertybase Website.

• This installation will fail if your account has custom tabs with the following names: Action, Browser Filter, Linked Listing (a.k.a. Favorite, Enquiry Schedule) or Property Media. These tabs must be deleted prior to installation. Learn more.
• New fields, including the ones listed above, will not be visible until they are added to the appropriate page layout.
• The field "Contact Type" is now managed. Click "learn more" to watch an instructional video for migrating your existing values from the previously unmanaged version of this field to the new one. Learn more.

Released on March 11, 2019

• MLS Matching is now available for website customers. Learn more.
• Market Insights are now available for website customers. Learn more.

• It's now possible to import field values from your MLS. Learn more.

• Fixed a bug preventing users from claiming leads.
• Map view for Listings is now working as intended.
• IMPORTANT: If you have custom tabs titled Action, Browser Filter, Linked Listing (Favorite) and/or Property Media, please review the following documentation prior to installing this update. Learn more.

Released on February 27, 2019

• Propertybase Score can now track Website & Email Activity. Learn more.
• Filter language for Browsers & Matching has been improved. Learn more.
• New Lead Engagement Templates are available for Drip Campaigns! Click here to download.

• Several bugfixes and performance improvements.

Released on February 20, 2019

• A setting is now available to ignore the email opt out field. Learn more.

• Performance for map views in Propertybase has been significantly improved. Migration required for older accounts. Learn more.
• Propertybase CRM users will now sync automatically to Propertybase Websites every 10 minutes. Learn more.
• Empty fields in the Propertybase CRM will no longer overwrite values in Propertybase Websites. Learn more.

• Several bugfixes and performance improvements.
• Path functionality in Propertybase has been deprecated. Learn more.

Released on February 5, 2019

• Lead Routing "Click-to-Claim" emails now contain additional information like lead source, max price, min beds and baths and location data (if available).

• Hotfix for critical bug that affected several Propertybase features.

Released on January 31, 2019

• Individual statistics can now be tracked for Email Campaigns. Learn more.
• Recurring Emails are now available. Learn more.
• BoldLeads is now integrated with Propertybase! Learn more.

• It is now possible to filter records by owner in the Contact & Listing Managers. Learn more.
• User biographies are now synchronized between Propertybase Websites and CRM. Learn more.

• Various minor bug fixes and performance improvements.

Released on January 16, 2019

• Saved Searches are now available! Learn more.
• Drip Campaigns can now be started based on a Contact date field. Learn more.

• SSO for Propertybase Websites now supports multiple sites. Learn more.
• A new setting is available that allows the team to see all messages that were sent to this contact. Learn more.

Released on December 21, 2018

• Propertybase Score (I.e. Lead Scoring) is now available! Learn more.

• Users can now send multiple Listings from the MLS Browser using Quicksend. Learn more.
• Drip campaigns can now be started by a date specified on a Contact record. Learn more.
• Drip campaigns can now be sent to multiple Contacts. Learn more.
• Email subject can now be determined within an Email Template. Learn more.
• The map viewing experience on Listing records has been improved.

Released on December 13, 2018

• Several new features have been added to Quicksend! After the update REPORTING HAS TO BE ACTIVATED in the email settings in the Control Center. Learn more.

• Lead Routing now includes an option for text message notifications. Learn more.

• Email Settings have been consolidated into one Control Center component. Learn more.

• New Fields: This release contains additional fields on the listing, user, contact and request objects as well as new objects that will be used for website integrations. Please make sure to compare the list of new fields with your existing fields before the installation to avoid issues that can occur due to duplicate fields.

• Fixed a minor bug affecting Mass Email Campaign time zones.

• This release deprecates possible duplicate fields introduced by version 1.555, making it possible to remove these fields. Learn more.

Released on November 18, 2018

• You can now send Email Campaigns on behalf of your agents! Learn more.

• Drip campaigns can now be triggered by process builder. Learn more.
• Admins will now receive an email when Propertybase mailservice authentication is lost.

• System logs are now disabled by default. Learn more.
• Matching filters will now apply on first load.
• Additional various bug fixes.

Released on November 7, 2018

• The MLS Browser is now available! Learn more.

• Control Center components have been renamed and reordered for improved usability.
• Labels in the Contact and Listing Manager have been renamed for improved usability.
• There is now a visual indicator for dependent required fields in Portal Mapping.

• Disabled sorting in the Contact Manager, Listing Manager and Matching for non-sortable fields.
• Fixed an issue which prevented text entry when creating lists in the Listing Manager.
• It's now possible to use the same min and max value within range filters in the Contact and Listing Manager.
• Fixed an issue which prevented columns from using the entire screen in Portal Mapping.

Close

Close

Released on October 24, 2018

• The Listing Manager now offers a map view. Learn more.

• The Contact Manager now offers a static or dynamic list option. Learn more.
• You can now start a new Email Campaign directly from the Contact Manager.

• Action Plan task dependencies are no longer editable once an Action Plan has started.

Close

Released on October 18, 2018

• Fixed a bug in Contact and Listing Managers where filters were not selectable due to Salesforce changes.

Released on October 11, 2018

• Single Sign On (SSO) is now available for BackAgent. Learn more.
• Portal Mapping is now visible in the Control Center by default.

• Admins will now receive a notification email when duplicate fields are detected.

• Minor updates to Listing Templates for increased compatibility with Email Campaigns. Learn more.

Released on September 27, 2018

• Dates can now be selected as search criteria within the Contact Manager, Listing Manager and Matching. Learn more.
• You can now set a default amount for records shown in the Contact & Listing Manager. Learn more.
• The filter area can now be minimized within the Contact & Listing Manager.
• You can now sort by columns within the Contact & Listing Manager.
• All images are now shown by default in the Listing Media Gallery.

• Multi-select picklist values can now be selected within the Contact & Listing Manager.

Released on September 12, 2018

• Improved formatting options within Email Campaigns for buttons.
• Improved formatting options within Email Campaigns for text.
• Improved formatting options within Email Campaigns for dividers.
• A setting is no longer required to view Mass Email Campaigns in the Control Center. Learn more.

Released on August 29, 2018

• Minor bugfixes for Marketing Center.
• Minor bugfixes for Media Manager Tags.
• Minor improvements for Email Campaigns.

Released on August 24, 2018

• Marketing Center, which includes Mass Email Campaigns, is now available! Learn more.

• Added a mobile notification feature to Lead Routing. Learn more.
• Added a media gallery to Listing page layouts. Learn more.
• URLs in Media Manager now include validation. Learn more.
• Compound fields (i.g. address) are now excluded from Browsers.
• Browsers now include a date and time display format.
• The feed selector field in Portal Syndication is now disabled for portals with only one feed.
• API names are now shown next to field names in Portal Syndication.
• Several other performance improvements.

Close

Close

Close

Close

Released on July 19, 2018

• Enhancement: Text labels in Matching have been updated to improve usability.
• Enhancement: Default configuration for Matching has been improved.
• Bugfix: Quicksend template selector now correctly shows what is currently selected.
• Bugfix: The corporate currency will now correctly convert to other currencies.

Released on July 4, 2018

• Bugfix: Web2Prospect no longer edits the record type of new contacts.
• Bugfix: Fixes related to the Contact/Account Trigger.

Released on June 25, 2018

• Enhancement: Lead Routing is now disabled by default. (Existing users of Lead Routing will need to re-enable the feature.)
• Enhancement: Users are now notified when there are insufficient Salesforce resources to trigger Lead Routing features.
• Bugfix: Other bug fixes related to Lead Routing.

Released on June 20, 2018

• Enhancement: Lead Routing now includes a Contact duplicate check. Learn more.
• Bugfix: Fixed various bugs related to Contact Manager.
• Bugfix: Fixed various bugs related to Matching.

Released on June 13, 2018

• New Feature: Lead Routing is now available. Learn more.
• New Feature: Updated Contact & Listing Managers are now available. Learn more.
• Enhancement: Several features have been moved from the Control Center, to the new Marketing Center. The mass emailing feature is coming soon.
• Bugfix: Picklist fields in the Contact & Listing Managers are now working as expected.
• Bugfix: Portal syndication: Feed Selector Field is now working as expected.
• Bugfix: Quicksend Quicktext Editor: Merge fields can be used again.

Released on May 23, 2018

• New Feature: Revaluate is now integrated with Propertybase! Learn more.
• Enhancement: You can now use related and child fields as filter criteria in the Contact and Listing Managers (BETA). Learn more.
• Enhancement: It is now possible to save lists in the Contact and Listing Managers (BETA). Learn more.
• Bugfix: File names now display when hovered over in the Media Manager.
• Bugfix: A visual inconsistency has been fixed with Email Tracking.

Released on May 9, 2018

• Enhancement: Button labels in the Media Manager are now more intuitive.
• Bugfix: The Listing Browser (older version) is now working as intended.
• Bugfix: Various bugfixes for the Contact & Listing Managers (BETA).
• Bugfix: Accessing Quicksend settings in the Control Center will no longer throw an error.
• Bugfix: You can now download previously uploaded images in Media Manager in all browsers.
• Bugfix: Fixed an issue where Media Manager would crash when uploading a photo.
• Bugfix: Fixed an issue where Drip Campaigns would break when paused and then resumed.

Released on April 27, 2018

• Bugfix: Building Stack now works as intended.
• Bugfix: Fatal error that occurred after creating a follow-up task of a sent email is now fixed.
• Bugfix: Three fixes related to the Contact and Listing Managers (BETA).

Released on April 25, 2018

• Enhancement: You can now select what Listings are available to Quicksend via the Control Center. Learn more.
• Enhancement: Matching now supports Matching between Picklist and Text (string) values.
• Enhancement: The Quicksend follow-up task modal, now includes a link to the task after creation.
• Enhancement: In Matching you can now choose to only show Contacts that are owned by the user currently logged in. Learn more.
• Enhancement: When adding a link in the media manager, the field label for external link is now more descriptive.
• Enhancement: When creating Linked Listings through the Matching feature, you will now see how many Linked Listings were created and if any existed previously.
• Enhancement: Fields are now sorted alphabetically on the Contact and Listing Managers.
• Enhancement: Portal Mapping now includes a warning message prior to leaving the page and losing any unsaved work.
• Enhancement: Portal Mapping now supports multiple fields in the feed selector.
• Enhancement: In Portal Mapping you can now close any field picker by clicking outside it or pressing "escape".
• Enhancement: In Portal Mapping the active feed will always open by default.
• Bugfix: The "min" & "max" fields for the "range" filter type on Inquiry to Listing matching are now Inquiry fields.
• Bugfix: The "sorted by" title on the Contact and Listing Managers now correctly reflects the current settings.
• Bugfix: It's no longer possible to open multiple field pickers on Portal Mapping configuration.
• Bugfix: The "Create PDF" modal on the Listing Manager now supports scrolling in the template picklist.

Released on April 11, 2018

• New Feature: Contact Manager (BETA) and Listing Manager (BETA) have been released. Learn more.
• Enhancement: Matching now supports multiple currencies. Learn more.
• Enhancement: You can now specify filter fields to include in exact matching. Learn more.
• Enhancement: Matching now includes a feature to create Linked Listings. Learn more.
• Enhancement: You can now specify a sorting option in Matching configuration.
• Bugfix: Inquiry picklists are now properly respected in Matching.
• Bugfix: Several other minor UI tweaks and updates.

Close

Close

Released on March 28, 2018

• Enhancement: Labels have been added to Drip Campaigns when viewing on mobile.
• Enhancement: New field 'Technical Source' added to Listings, Requests and Contacts to allow for better lead tracking.
• Bugfix: Quicktext collections will now stay open, as expected, when clicked on.
• Bugfix: Validation when saving Drip Campaigns now functions as expected.
• Bugfix: Validation when saving Matching configurations now functions as expected.
• Bugfix: The Quicksend setting 'Auto-Create Linked Listing', found in Control Center, will no longer create duplicate Linked Listings.

Released on February 28, 2018

• Enhancement: It is now possible to automatically create a Linked Listing on recipient Contact records when sending Listings through Quicksend. Learn more.
• Enhancement: Matching now correctly honors account permission settings.
• Enhancement: Matching fields are now sorted alphabetically in configuration settings in the Control Center.
• Enhancement: You can now search for Matching fields in configuration settings in the Control Center.
• Enhancement: You can now restore default values in configuration settings in the Control Center.
• Enhancement: You can now select default templates in Control Center for PDF export. Learn more.
• Enhancement: A "View Quicktext Record" button has been added to Quicktext detail pages.
• Bugfix: Sharing rules for Matching are now better described.
• Bugfix: In Matching it is now possible to select multiple Contacts in card view.
• Bugfix: All picklist fields now function and display correctly in Matching.
• Bugfix: Drip Campaign subject lines now display correctly on the screen.
• Bugfix: Matching no longer breaks because of invalid fields due to permission settings.

Close

Close

Close

Released on February 14, 2018

• New Feature: You can now authenticate with Propertybase from a Sandbox environment. Learn more.
• New Feature: You can now select a list of Contacts within the Matching feature and export them to PDF. Learn more.
• New Feature: The homepage login box now displays the version of Propertybase currently installed. Learn more.
• New Feature: You can now specify whether Quicksend will create one or multiple tasks.
• Enhancement: Matching now supports thumbnail and gallery view. Learn more.
• Enhancement: The update center has been completely redesigned.
• Enhancement: Template names now display when using the template selector.
• Enhancement: Added a standalone media manger page.
• Bugfix: Selecting the sender as a BCC recipient in Quicksend no longer causes an error.
• Bugfix: Merge fields now display correctly in the activity summary generated by Quicksend.
• Bugfix: Deactivated Listings will no longer republish or show up on Portals.
• Bugfix: Range query on Matching now works as expected.
• Bugfix: Multipicklist fields on Inquiries now display correctly when used as a filter option in Matching.
• Bugfix: Fixed a UI bug on the Object Manager screen in the Control Center.
• Bugfix: Fixed a UI bug for email tracking.
• Bugfix: Fix encoding of media uploads with brackets in the filename.
• Bugfix: Remove duplicate email addresses in Quicksend recipients.

Close

Close

Close

Released on January 31, 2018

• New Feature: Matching has been completely overhauled and can now be found on Inquiry & Listing records. Learn more.

Released on January 17, 2018

• New Feature: The process of changing a contact record type has been improved. Learn more.
• Bugfix: It's no longer possible to accidentally send out multiple emails by hitting 'Send' multiple times.
• Bugfix: You can now see full Listing names in Quicksend on Propertybase mobile.
• Bugfix: The login box will no longer incorrectly display a sandbox error.

Released on January 3, 2018

• New Feature: A new setting has been added to disable system log creation. Learn more
• Enhancement: Record cleanup has been improved, resulting in a smoother and more orderly user experience.
• Enhancement: Formatting on object wizard error messages has been improved.
• Enhancement: The Snippet field label on Drip Campaign Templates is now properly labeled as Quicktext.
• Bugfix: Duplicate escaping of single quotes on the Listings Query Webservice has been fixed.

Released on December 20, 2017

• Enhancement: Text Templates (Snippet Object) are now called Quicktexts. This should make working with Quicksend in Propertybase easier to understand.
• Bugfix: Fixed a bug that occurred when users attempted to add additional recipients in Quicksend.

Released on December 7, 2017

• The login box has a new look! Learn more.
• Accidentally deleted a Drip Campaign? You can now restore it. Learn more.
• A new setting fixes the login box on Android phones. Learn more.

Released on November 22, 2017

• Enhancement: Sending an email from a Listing record or Matching will automatically preselect Listing(s).
• Enhancement: You can now send email from the Request, Offer & Closing object.Merge fields for these objects are also available.
• Bugfix: Quicksend now displays a “missing contacts” error message if no contact is selected.
• Bugfix: Creating a task on a Listing and related object now works as it should.

Released on November 17, 2017

• New Feature: It is now possible to designate an email address to receive Compliance Emails. Learn more.
• New Feature: Added an optional BCC field for all emails sent through Quicksend. Learn more.
• Enhancement: Users can now email all Related Contacts on a Listing record. Learn more.
• Enhancement: Quicksend templates are now accessible on mobile.
• Bugfix: Emails will no longer continue to send after a Drip Campaign has been deleted.

Released on November 8, 2017

• New Feature: Drip Campaigns are now available. Learn more.
• Demo Drip Campaign Templates for Residential Users.
• Enhancement: Contacts are now available within inline listing templates.
• Bugfix: Portal Listings can no longer trigger an infinite loop.

Released on October 30, 2017

• New Feature: Emails can now be triggered programmatically using process builder.
• New Feature: Email template collections are now searchable.
• New Feature: Added a new Email Deliveries Object.
• Bugfix: Title and address fields now support special characters.
• Bugfix: Deleting Contact records now properly deletes corresponding Enquiry records.

Released on October 5, 2017

• Enhanced media manager.
• Minor bugfixes.

Released on September 13, 2017

• New feature: Path component for the contact object (opt-in for existing customers).
• Enhancement: Sort collections alphabetically in object picker and template editor.
• Drop support for IE 11.
• Minor bugfixes.

Released on September 5, 2017

• Enhancement: Sort collections in control center alphabetically.
• Enhancement: Make contact new wizard layout responsive.
• Enhancement: Reduce time for invalid records to be deleted from one week to one day.
• Minor bugfixes.

Released on August 25, 2017

• New feature: Email template collections along with an enhanced template editor.
• Enhancement: Show link click events within the contact email timeline.
• Enhancement: Remove unnecessary warning for new action plans when a template is selected.
• Enhancement: Rename snippet name to template name.
• Minor bugfixes.

Released on August 3, 2017

• New feature: Quicksend templates support a subject line.
• New feature: Portal feedback parsing can be configured by admins in the control center (currently limited to Australian orgs).
• Enhancement: All actions in the Quicksend footer contain tooltips.
• Removed subject logic from layouts.
• Bugfix: Fix control center layout.
• Bugfix: Add speaking error message in Quicksend if no templates are present.
• Bugfix: Fix limit exception for action plans with a lot of tasks.
• Bugfix: Fix activity date sync for action plans & action plan tasks.

Released on July 26, 2017

• Bugfix: Fix duplicate check in the Contact Wizard. Now the duplicate check respects the fields from the setting.

Released on July 21, 2017

• New feature: Trigger-based geo coding of listings.
• Minor bugfixes.

Released on July 20, 2017

• Create Action Plans via the process builder and automatically copy over data from templates.
• Enhanced Matching: Get a better overview with collapsible filters, a pagination and the brand-new fullscreen mode.
• Various bugfixes related to Action Plans and the Map View.

Released on July 14, 2017

• Critical Action Plan, listing search and various usability improvements.
• To get you started with Action Plans we provide you with a couple of useful Action Plan Templates.

Released on June 29, 2017

• Action Plans and Action Plan Templates: You can now create Action Plans directly from following records: Contacts, Listings, Offers, Closings, Companies, Properties and Inquiries. Action Plan Templates offer the ability to start predefined Action Plans from records. For more information on how to configure and use Propertybase Action Plans please visit our Help Center Site.

Released on June 12, 2017

• Create PDF Exposé: On sale and rent listing detail pages you can now export PDF exposés of the listing. For this functionality you have to add the button "Export as PDF" to your page layout. Click here for more information on how to edit page layouts. To install additional window card templates, click here.

• Propertybase Salesforce One mobile app: Added mobile responsive home page with login and send functionality. You can use this app by downloading it from the App Store (iOS) or Google Play Store (Android)

• New "On Market Date" and "Off Market Date" fields added, which populate a new "Overall Time on Market" field. You can add them on your listing page layout. Click here for more information on how to edit page layouts.

Released on May 19, 2017

• After installing the new package please integrate the new email templates by clicking on the link and then executing the script to fully use the new email features.

• Improved handling of errors across the whole Propertybase platform.

Released on May 11, 2017

• 'Inline Listings' are now copied directly into the text field of the email. Templates for 'Inline Listings' can be selected on the top right.

• 'Listing PDFs' are now combined with all other attachments like own and shared files. Templates for 'Listing PDFs' can be selected on the top right.

• In emails, you can select only listings with the status set to 'Active', so you don't accidentally send sold or archived listings to your clients. If you want to send them nonetheless, please go to the specific listing detail page, from where it is possible to send the listing as an attachment.

• Bugs regarding settings, list views, email and date formatting have been fixed. If you encounter any more, please contact us at: support@propertybase.com

Released on March 31, 2017

• Bugfixes regarding email templates and email tracking as well as various platform bugs.

Released on March 21, 2017

• Merge Fields: Users can now insert merge fields in their mails from a dropup menu, to send mass emails easily.

• Delivery Statistics: Users can now see timeline-statistics on: who received mails, who opened them and how often, who clicked on the links provided in the mails, which mails bounced and which were marked as spam.

• Quicksend Templates: In order to send mails faster, users can now choose from custom templates, add their own or edit already existing templates. The administration of the templates happens in the control center under ‘Template Editor’.

Released on December 5, 2016

• Speed Improvements: Through new backend routes Propertybase now responds faster.

• Email Follow-up Options: After sending an email, a follow up task or a linked listing can be created.

• Auto registration: Instead of using the old registration form, registration now happens automatically.

• Map View: All listings and matches to inquiries can now be viewed in a map view. Searches within the map are possible.

• Bugfixes: Various bugs regarding the usability have been fixed.