Edit the appraisal timeline date

Summary

Learn how to update the appraisal date in Box+Dice by editing the activity from the vendor’s contact history. This ensures the correct timeline is recorded.

This article covers:

• About appraisal dates
• Update the appraisal date

About appraisal dates

In Box+Dice, an appraisal is automatically assigned a date when it is created. If an appointment is added during creation, the appraisal will use the appointment date instead.

Keeping the correct appraisal date is important for maintaining accurate timelines, reporting, and activity tracking. If the date was entered incorrectly or an appointment was missed, the appraisal date can be updated from the vendor’s contact history.

Update the appraisal date

To change the appraisal date:

• Open the Property record
• From the property screen, open the vendor’s contact record
• Locate the appraisal activity under History
• Click the ellipsis next to the activity and select Edit activity

• Update the appraisal date as required

• Click Save
• Repeat these steps for any additional vendors if needed