Appraisals List View

Modified on Sun, 8 Oct, 2023 at 5:01 PM

Summary
Overview
SummaryThe 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.
OverviewThe 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