Linking Custom Fields in the Valuation Report

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 and synced into your workbook. 

How to Guide

Step 1: Sync Your Workbook into the Report

• Ensure your workbook is synced with the report. This is a best practice. 

Step 2: Add the Narrative for the Custom Field Link

• Locate the area in the report where you want to insert the custom field.
• Add any necessary narrative before the link by freeform typing.

Step 3: Insert Custom Field Links

1. Place your cursor where you want the link to be inserted.
2. Select Insert Links.
3. Select Load Workbook.
4. Use the filter to locate the record where the custom field is stored.
5. Select the record from the right panel and the custom field name from the left panel.
6. Select Insert.

Learn more about inserting links into your report here. 

Step 4: Sync the Links

• Highlight the links you inserted.
• Select Update Selected from the Valcre Ribbon to sync the data.

Repeat these steps for all custom fields you are adding to the report.

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