Appraisals List View

Modified on Sun, 08 Oct 2023 at 05:01 PM

Summary

The appraisal list view will display all Appraisals that are entered in the system. You can perform actions from this screen to manage your appraisals. It can be accessed from the Header Properties → Appraisals.

Overview

The list can be filtered using the fields at the top of the screen 



You can edit or delete an Appraisal record using the Action buttons 


You can sort the list by clicking on the column name that has the arrows next to it. 



If there are any matching Contacts in your database, the number of matching contacts will display here



You can click on the number to view the list of matching Contacts. The Contacts are matched based on their Preference Records. 



To create a new Appraisal record, click on Create Appraisal

 





Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article