Customization Guide

Make PropertyBase your own with extensive customization options.

Branding

Logo & Colors

Customize your workspace appearance:

1. Go to Settings > Branding

2. Upload your logo:

   • Light Logo: For light backgrounds
   • Dark Logo: For dark mode
   • Favicon: Browser tab icon

3. Set brand colors:

   Primary Color: #545739
   Secondary Color: #1E1C11
   Accent Color: #FAF1E8

Email Templates

Customize all outgoing emails:

1. Go to Settings > Email Templates
2. Select template to edit
3. Customize:
   • Subject line
   • Header/footer
   • Body content
   • Variables/merge fields

Available Variables:

{{lead.name}} - Lead's full name
{{lead.email}} - Lead's email
{{property.name}} - Property name
{{agent.name}} - Agent name
{{workspace.name}} - Your company name

PDF Brochures

Customize property brochures:

• Logo placement
• Color scheme
• Font selection
• Layout options
• Footer content

Custom Fields

Adding Custom Fields

Extend data models with custom fields:

1. Go to Settings > Custom Fields
2. Select entity (Lead, Property, Unit)
3. Click Add Field
4. Configure:

Field Name: Investment Grade
Field Type: Select
Options:
  - A (Premium)
  - B (Standard)
  - C (Value)
Required: false
Visible To: All

Field Types

Type	Description
Text	Single line text
Textarea	Multi-line text
Number	Numeric values
Currency	Money values
Date	Date picker
Select	Dropdown list
Multi-select	Multiple choices
Checkbox	Yes/No
URL	Links
File	Attachments

Using Custom Fields

Custom fields appear:

• On entity forms
• In table views
• In filters
• In reports
• Via API

Pipeline Customization

Custom Stages

Modify your lead pipeline:

1. Go to Settings > Pipeline
2. Add, edit, or remove stages
3. Configure each stage:

Stage Name: Site Visit
Color: #4CAF50
Probability: 50%
SLA: 24 hours
Auto-actions:
  - Send viewing confirmation
  - Notify agent manager

Multiple Pipelines

Create different pipelines for:

• Sales leads
• Rental inquiries
• Investor relations
• After-sales support

Workflow Automation

Automation Rules

Create rules to automate tasks:

1. Go to Settings > Automations
2. Click New Rule
3. Define trigger and actions:

Name: Welcome New Lead
Trigger: Lead created
Conditions:
  - Source = Website
Actions:
  - Send welcome email
  - Assign to round-robin
  - Create follow-up task (1 hour)

Available Triggers

• Lead created/updated
• Stage changed
• Property status changed
• Task due
• Time-based (daily, weekly)

Available Actions

• Send email
• Send notification
• Assign to user
• Change status
• Create task
• Add tag
• Update field
• Webhook call

Views & Filters

Custom Views

Save filtered views for quick access:

1. Apply filters to any list
2. Click Save View
3. Name your view
4. Set visibility (personal/team)

Example Views:

• "My Hot Leads"
• "Overdue Follow-ups"
• "This Week's Viewings"
• "Unsold Inventory"

Default Views

Set default views by role:

Agents:
  Leads: "My Leads"
  Properties: "Assigned to Me"

Managers:
  Leads: "All Active"
  Properties: "All Available"

Notifications

Notification Preferences

Configure per-user notifications:

Event	Email	Push	In-App
New lead assigned	✓	✓	✓
Lead reply	✓	✓	✓
Task due	✗	✓	✓
Deal closed	✓	✗	✓

Notification Templates

Customize notification content:

New Lead Notification:
  Title: "New lead: {{lead.name}}"
  Body: "{{lead.name}} is interested in {{property.name}}"
  Action: "View Lead"

Access Control

Custom Roles

Create custom roles beyond defaults:

1. Go to Settings > Roles
2. Click Create Role
3. Configure permissions:

Role: Senior Agent
Permissions:
  Leads:
    - View all
    - Edit assigned
    - Delete own
  Properties:
    - View all
    - Edit assigned
  Reports:
    - View team reports

Field-Level Permissions

Control field visibility by role:

Commission Rate:
  Admin: Edit
  Agent: View
  Viewer: Hidden

Internal Notes:
  Admin: Edit
  Agent: Edit
  Viewer: Hidden

Localization

Language Settings

Configure workspace language:

• Interface language
• Email language
• Document language

Date & Number Formats

Set regional formats:

Date Format: DD/MM/YYYY
Time Format: 24-hour
Number Format: 1,234.56
Currency Position: Before ($100)

Multi-Currency

Enable multiple currencies:

1. Go to Settings > Currencies
2. Add currencies
3. Set exchange rate source
4. Configure display options

Import/Export Settings

Save Configurations

Export your customizations:

1. Go to Settings > Import/Export
2. Click Export Settings
3. Select what to export:
   • Custom fields
   • Pipeline stages
   • Automation rules
   • Email templates
   • Views

Apply to New Workspace

Import settings to a new workspace:

1. Create new workspace
2. Go to Settings > Import/Export
3. Click Import Settings
4. Upload configuration file

Best Practices

1. Start with Defaults - Customize gradually
2. Document Changes - Keep track of customizations
3. Test Before Deploy - Test automations thoroughly
4. Get Team Input - Involve users in customization
5. Regular Review - Audit customizations quarterly