CRS Tax Data: Product Deep Dive

Today’s Feature Deep-Dive:

Creating Saved Criteria in Custom Comparables

Today, we’re exploring ways to save time when comparing property types and pulling comparables. If you have criteria that you regularly use to compare property types, these steps will provide efficiencies by allowing you to save that criteria and access it for future comparables.

Step 1:
Select desired criteria in “Custom Comparables” section.

Step 2:
Instead of clicking on the “Submit” button, scroll to the bottom of the page and click the “Save Criteria” button.

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Step 3:
You will then be prompted to name your commonly used criteria. After naming your search criteria within the box, click “Submit”.

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This new criteria is now saved and easily accessible in the “Saved Criteria” drop-down box at the top of the “Custom Comparables” page.

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Renaming & Deleting Saved Criteria

To rename or delete the saved criteria, go to “Profiles and Settings” section and select “Saved Comparables Criteria”. From here, you may either click the “edit” icon or the “delete” icon.

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