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.
This video walks through how to create and configure a Custom Form in Pereview. You’ll learn how to define the form, add and customize fields, and begin entering records using a tax credit example.
Once created, the form appears under Asset Details for relevant investments, making it easy to capture and update evolving data.
