Virtual Desktop Infrastructure (VDI) allows users to use a remote computers as the host for their local desktop—including systems like Citrix and Microsoft’s Remote Desktop RDP/RDS server—and it is not uncommon for each session to be a brand new instance of the virtualized computer, booted from scratch. EstateVal and the other EVP Office applications store […]
EVP Office
Is there a way to split portfolios?
Yes. To split the contents of a portfolio, load it into EstateVal, GiftVal or CostBasis, then use File → Save As… to save it as the name of the first of the two new portfolios. Next, select File → Save As… again and save it as the second. You’ll now have three copies of the […]
Is there a way to merge portfolios?
Yes. EstateVal, GiftVal, and CostBasis can all do it. To merge one portfolio into another, first load the target portfolio as normal, and then select File → Merge…. From the dialog that appears, select the portfolio you want to merge into the one already loaded. Its lots will be appended to the bottom of the […]
Why do some fields in the applications sometimes have yellow backgrounds?
It’s a warning that the application thinks there might be something wrong with the data in that lot, or the specific field. If you hover the mouse over the field for a second or two, a tooltip will pop up explaining the potential issue. These real-time warnings were introduced in EVP Office 8.2, and the […]
Can I see the status of an evaluation from the grid, without viewing the report?
Yes. Since EVP Office 8.2, the EstateVal, GiftVal, and CostBasis can be configured to show the evaluation status of each lot next to the grid, as little icons. The release announcement has more details, and the on-line help can tell you how to turn them on and off.
Does EVP Office work with Macs or Linux?
Not natively. But EVP Office does work inside emulators that run on those operating systems, including UTM (open source and free, Mac), VirtualBox (open-source and free, Mac and Linux), Parallels (commercial with a trial, Mac), and VMware (commercial with a free personal-use license, Mac and Linux). All three applications require that you have access to […]