Search customers by their appraisal activity.
Fields and options on the Appraisal tab are divided into three sections.
Has at least this many Appraisals:
| No. Appraisals |
Include customers who have had at least this many appraisals |
| Appraisal Filter |
Opens the Appraisal filter allowing you to specify additional criteria |
| Couple / Individual |
Controls whether appraisals should be counted individually or as a joined account (couple) |
Does not have at least this many Appraisals:
| No. Appraisals |
Include customers who do not have had at least this many appraisals |
| Appraisal Filter |
Opens the Appraisal filter allowing you to specify additional criteria |
| Couple / Individual |
Controls whether appraisals should be counted individually or as a joined account (couple) |
Last Transaction Activity:
| Appraisal Filter |
Opens the Appraisal filter allowing you to include customers based on Appraisal criteria |
| Date Range |
Include customers who have Appraisal activity in this date range |
| Couple / Individual |
Controls whether to look at customers individually or as a joined account (couple) |