Custom Forms in Pereview provide a flexible way to capture and track evolving data like ESG metrics, tax credits, or box score ratings that may not fit neatly into standard fields.
With this new feature, you can build custom data entry forms, attach documents, and update records over time to keep critical asset-level information current and organized as your reporting needs grow.
This functionality is currently in testing, with enhancements coming based on client feedback.
Learn how to set up and use Custom Forms in this video.
