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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 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 Home orders AVM Insights Accounts Admin Appraisal (1124) Open Orders 1140 @ Order Trends Created Assigned Follow Ups 305 Reviewed Completed Active Revisions 172 5) Pending Payment 112 €9 Top Valdors Vendors DEF Appraiser Flagged Orders 90 Order Statistics Rush Orders 81 0 0 o O Create New Order • Cancelled Activities Active Late Followup 33 Search BPO (0) Due Today Category Client Vendor Reviewer No orders were created during this time span 143 27 22 19 19 18 18 14 0 Past Due Date 846 @ Order Comments Order 648 428 384 Test AScope AMC HW Valuations Test - Clarocity Test - ValuTrac AMC ProTeck Test Vendor Test - Clear Capital AMC ABC Appraiser 109 18 20 19 18 17 16 14 12 Other My Expired Reminders Texas Appraisal Management 13 80b Acme 10 High Risk Orders A Unread Vendor SMS

 

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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