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