Now that you have added properties to your survey, you will need to edit the data. We have created an easy spreadsheet-style interface that allows you edit data on both a property and a space.

When you are on the map view, navigate to Properties in the upper left hand corner.

Note: Properties is purely an internal tool to assist you in editing your survey. This view will never be visible to your client. Arranging the column order here is only for your convenience while editing and it does not affect how your client will see the data. To change the column order on the Summary Table, please navigate to Summary, then hit Order & hide columns.

When you open Properties, a pop-up will appear and lead you to the first tab: Properties to begin.

You will see a spreadsheet layout of all the properties in this page. You will see the first column called Position or order of the property on your survey with a number and the six dots. You can grab the six dots and drag it up and down to reposition the property order on the survey. This will reorder your properties on your virtual map view, the client view and the PDF report.

To remove a property from your survey, you can click the box on the left of each building name to select a building. Then click Delete Locations on the right side. Please note, this will remove the property from the survey, but the data will be saved in your database. However, you can add the building back to your survey by manually searching for the building in your database. You can use the 'Add Property' feature to retrieve properties from your database accurately without duplicating data. To do this, select the option to add a property manually and search for it using its address.

Next, you will see the columns titled: Name, Address, City, Group, Submarket, Notes, Internal Notes and status for each property.

Name can be updated in this view. To update the address, open the property and click Edit next to the address.

Once a property group has been created, you can bulk update the property Group here for each property.

You can also add broker notes here under Notes. These notes will appear on your Building Summary Card for your client to see in Share View.

You can add Internal Notes if you'd like to include details for the properties that you'd like to hide from your client. This could be anything from listing broker information to tour details.

These first columns cannot be removed from this view.

Note: To customize the visibility of pricing information for your survey, use the column visibility options in the View Summary (located under the More button on the Map view). You can choose to display key financial columns, like "Sale Price" or "Rate," to ensure that all necessary information is centrally available.

All columns beyond this point are known as property features. Below you can see it begins with Building Size. These are shown on the property summary page listed under "Feature".

You can easily edit the feature's data on each property by scrolling through spreadsheet, clicking on a cell and typing in the data that needs to be added.

To edit the Columns/features, begin by clicking Edit Features.

You can remove a feature or column by selecting the box next to the desired column/feature you'd like to remove, then clicking "Remove Column(s)". Please note: by removing a column, you are deleting all data associated with that column (or feature) on each building.

You can add a new feature/column to a building by clicking "Add Column". You can type a custom title into this field and then click "Add Column". The new feature will be added as a column in Bulk Edit. You can add data into each row under this new column. This feature will now show on each Building Summary page, share view and on your PDF report.

You can rename a feature or column by clicking "Edit Columns", then click the tab "Edit Column Names". Select the feature you'd like to change the name of in the drop down menu and then type in the new name in the blank below.