Dashboard, Main

Use the main dashboard to begin new valuations. You can also view a list of existing valuations, search for valuations, preview valuation information, download reports, and more.

Click the green markers on the graphic to display information in a popup window.

Area:

 

Description:

1

Create New Valuation

Use this field to create a new valuation.

2

Find Existing Valuation

Use this field to find an existing valuation.

3

Valuation Panel

This area lists all valuations or the results of any search. The list may be filtered to easily locate specific valuations.

4

Shortcut icons

This area has shortcut icons that you can use to display a preview of the valuation information, download reports, and email, copy, or delete a valuation.

5

Use Advanced Entry

Check this box to use the Advanced Entry feature.

6

Condo/Co-op, Mobile-Manufactured Home, and Renters (Contents Only)

Use these check boxes if you are going to create a valuation for a Condo/Co-op or Mobile-Manufactured home style, or if you are going to create a renters (contents only) valuation.

Help file last modified: 7/26/2018