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How To Backup Client Data

Information of all clients can be backed up at any time in a CSV file format to facilitate the import and export of data. To create a backup of client data, follow the steps below: 

 

1. Click on Admin at the top of the Dashboard.

€ValueLink' Appraisal ORDER STATISTICS Home Orders AVM Reports Accounts Admin apo Search CLIENTS BY VOLUME Switch To Teams Workboard Create New Order v Today No orders were created during this time span Today Orders Summary Created Assigned Reviewed Completed Cancelled Activities No orders were created during this time span 0 0 0 0 0 51

 

2. Click on Clients on the left side menu to access the Manage Clients screen. 

 

3. Click on Actions to display the menu and then on Backup Client Data. 

MANAGE CLIENTS Key," ord Client ABCD Lender Hide Filter = Actions State Reset Form Client Type Phone (713) 111-2222 Status Add New Client Backup Client Data Email Client(s) Show records per Search Client Users Result: 97 item(s) found Ö Client Type Mortgage Lender Mortgage Broker Mortgage Broker Mortgage Lender Email email@valuelinksoftware.com 3200 Wilcrest Drive Houston, TX 77042 Aces Corp. 112 Clifton Ave Lakewood, AL 95828 Allianze Broker 3200 Wilcret Drive Houston, TX 77042 American Pacific Mortgage 3000 Lava Ridge CT, suite 200 Roseville, CA 95661 Status Active Active Active Active

The system will save the data as a CSV file on your system. 

 

 

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