What are custom fields?
Custom fields allow you to customize your Valcre Online Database by adding additional data points for properties, jobs, or contacts that are not already included. These are useful for capturing specific criteria, such as HUD requirements or other unique office-specific information that may not be universal across all appraisals.
Prerequisites
- Subscription Requirement: Professional or Enterprise
- Custom Fields must be created and utilized within a record in Valcre Online
Upon loading your job, you will find all custom fields associated with Subject, Job, and Contact records in the Custom sheet. These values will appear in their raw format and can be formatted as needed.
- Update your table by selecting Name Fields and Format Cells - this will format your fields accordingly and the values can now be referenced throughout the rest of the workbook, or inserted as links with your Word report template.
Custom fields related to Sale, Land, Lease, and Survey Comparables will be located in their respective sheets (Sale 1/2, Land 1/2, etc.). In these sheets, you can pull in custom fields from either the Property or Transaction record level.
For more details on each sheet, refer to: Sale 1|2, Land 1|2, Rent 1|2|3|4, Survey 1|2.
Learn how to link your custom fields to your Valuation Report here.
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