Database

The Database

The Database is your central workspace for properties, owners, and companies. Instead of jumping between separate pages, you search once and switch views — your search terms, call list, and tags carry over automatically.

<!-- screenshot: database workspace overview with view switcher and table -->

Getting to the Database

Click Database in the sidebar. If you had bookmarks or links to the old Properties, People, or Companies pages, they'll redirect you here automatically — no need to update anything.

The View Switcher

At the top of the workspace are three tabs: Properties, Owners, and Companies. Each tab shows a live count of matching records for your current search and filters.

<!-- screenshot: view switcher with counts (Properties N · Owners N · Companies N) -->

Click a tab to switch views. Your search box, Call List filter, and Tags stay applied as you move between views — only the view-specific filters (like Units or Person Type) reset to that view's own settings.

Searching Across Everything

Type in the search box to find matches across properties, owners, and companies at once. As you type, the counts on each tab update to show how many results are in that view — so you can see at a glance where your search has the most hits before you even switch tabs.

<!-- screenshot: search box with updated tab counts -->

Filters

Click Filters to open the filter panel. It's split into two sections:

  • Shared filters — Call List and Tags apply across all three views.
  • View-specific filters — these change depending on which tab is active:
    • Properties — Units, Year Built, Property Class
    • Owners — Person Type, Investor Type
    • Companies — Company Type, Industry
<!-- screenshot: filter panel showing shared and view-specific sections -->

Working a Call List

Select a call list from the Filters panel once, and the Database shows you everything connected to it across all three views:

  • Properties — the properties on the list
  • Owners — the people to call, with phone numbers
  • Companies — the companies tied to those properties

The tab counts update immediately so you know exactly how many properties, owners, and companies are in play before you start working the list.

<!-- screenshot: call list selected, showing counts across all three tabs -->

Editing in the Table

The Properties table can be edited in place, like a spreadsheet. It starts locked, because a table gets read far more often than it gets changed — and because the reading shortcuts and the typing shortcuts want the same keys.

Click the padlock in the top-right corner of the header row to unlock it.

<!-- screenshot: header row with the padlock at the top right, locked and unlocked -->

Once it's unlocked:

  • Click any cell to select it. Whichever cell you click is the one you edit — you don't have to start from the first column and arrow across.
  • Start typing to replace what's there, or press Enter to change the existing value instead of overwriting it.
  • Enter saves and moves down the column. Tab saves and moves right, wrapping onto the next row at the end.
  • Esc abandons the edit and leaves the cell as it was.

Columns Everre works out for you — Owner, and anything calculated — are greyed out, and the cursor skips past them. There's nothing to type into them: whatever you typed would be replaced the next time the underlying data was refreshed.

A cell you can fill but haven't yet shows a faint dashed line rather than sitting empty, so an unfilled field is never mistaken for the end of the table.

While the table is unlocked, clicking a row no longer opens the property. Lock it again to go back to opening records, or use the ⋯ menu at the end of the row.

Every kind of field edits its own way

  • Dates work both ways. Double-click opens a calendar picker, for a date you're looking up. Just start typing for one you already know: 3/14, 2026-03-14, today, tomorrow, +30 for thirty days from now, -7 for a week ago.
  • Dropdowns — Type, Class, Relationship — show their own choices in a list. Arrow keys move through it, typing a letter jumps to the first match, and Enter picks. Choose Clear to empty the field.
  • Multi-select fields let you tick as many as apply. The list stays open while you choose, Space toggles the highlighted one, and Enter saves the whole set and closes. Esc puts it back the way it was. The cell shows the first two and a count.
  • Checkboxes flip immediately on a click or the Space bar. There's no editor to open and nothing to save.
  • Numbers, prices and percentages ignore $, % and commas, so a figure pastes in whatever shape you copied it.
  • Web addresses become links. Type everre.co and it's stored as a full address, so the same page never ends up recorded two ways. Click the link to open it in a new tab; click anywhere else in the cell to select it.

Emptying a field clears it rather than setting it to zero. A property with no recorded unit count is a real state, and it means something different from a building with no units.

Linking to a person or a company

Owner and any field set up as a link work differently from the rest: they don't hold text, they point at another record.

<!-- screenshot: the owner cell open, searching across people and companies -->

Start editing one and you get a search across your people and your companies at once, because an owner can be either. Each result shows a second line — a person's current employer, a company's type — so two people with the same name are still telling apart.

  • Space or a click ticks someone. A property with two owners is normal, so the list stays open until you're done.
  • Enter saves the whole set. Esc puts it back.
  • ⌫ on an empty search removes the last one you added.
  • Removing everyone unlinks them. It doesn't delete anybody — the people and companies stay exactly where they were.

Each linked name in the cell is still a link: click it to open that record.

Nobody there yet? Type the full name and choose Create person or Create company at the bottom of the list. That opens the normal New Person or New Company window with the name already filled in, and links whoever you create back to the cell you started from.

Fields that point at your own team work the same way, except the list is your colleagues and there's nothing to create — you add a teammate by inviting them, under Settings.

Changing many cells at once

  • Shift + arrow keys stretch the selection across a block. The count, sum and average of what's selected appear beneath the table.
  • ⌘C (Ctrl+C on Windows) copies the selection, ready to paste into Excel or Google Sheets.
  • ⌘V pastes into the table. Everre tells you how many cells will change before it writes anything, so a column pasted across two hundred rows is never a surprise.
  • ⌘D fills the top row of the selection down through the rest of it.
  • ⌘Z steps back through your recent changes, one at a time.

When a value won't save

Everre tells you why, and never quietly drops what you typed.

  • If the value doesn't fit the column — a word in a number column, something that isn't a date — the cell stays open and turns red, with the reason in the bar above the table. Your text is still there to correct. Esc abandons it.
  • If the save is refused after it's already on screen, the value goes back to what it was, the cell holds a red tint for a moment so you can find it, and the bar says which column and what the problem was.
<!-- screenshot: a refused value, red cell with the message in the bar above -->

Moving without the mouse

Locked, the table keeps its reading shortcuts: j and k move down and up, x selects a row, a selects every row, Enter opens the record, and Esc clears the selection.

Formulas

A formula works a number out from the other columns in the row — a cap rate from NOI and price, a price per unit, a debt yield.

Whenever the table is unlocked, a bar sits above it naming the cell you're on and showing what's in it. When the cell is calculated, the bar shows the formula rather than the result. It's the only place you can read one.

<!-- screenshot: formula bar showing =[noi] / [price] for a selected Cap rate cell -->

To write one, select a cell and type = followed by the calculation, putting column names in square brackets:

=[noi] / [price]

Press Enter and that cell is calculated from then on, marked with a small ƒ. A formula written this way applies to that record only — which is how one property can be valued differently without becoming a different field.

A formula needs a column of its own: a custom field, or a formula column. Everre won't let you write one over a column holding the property's own record, because a calculation would overwrite real data.

To calculate a column for every row, open Columns and choose New formula column. It appears in the table right away. You can take one of the ready-made formulas — DSCR, cap rate, price per unit — as it comes, or open it first and change the rate or the leverage to match how you underwrite.

Properties only, for now

Editing and formulas are available on the Properties tab. Owners and Companies are read-only in the table — open a record to change one.

Owners Map View

Switch to the Owners tab and toggle to map view to see where your visible owners' properties are located.

<!-- screenshot: owners map view with pins -->
  • Click an owner in the list to filter the map down to just their portfolio.
  • Click a pin on the map to open that property's detail panel.

This is useful for planning door-knocking routes or seeing an owner's full footprint at a glance.

Properties Table/Map Toggle

The Properties tab keeps its own table and map toggle, independent of the Owners map — so you can view properties spatially without affecting your Owners view.

<!-- screenshot: properties view map toggle -->

Sharing a Search

Every combination of view, search term, and filters is captured in the URL. Copy the link from your browser's address bar to share an exact search — for example, "Austin properties, 11-50 units, tagged Multifamily" — with a teammate. When they open it, they'll land on the same view with the same filters applied.

Tips

  • Switch views without losing your place — search, Call List, and Tags persist; only view-specific filters reset.
  • Watch the tab counts — they update live as you type or filter, so you can see which view has the most relevant results.
  • Owners map + call lists — combine a call list filter with the Owners map to plan a route by geography.
  • Lock the table when you're done editing — it puts the reading shortcuts back and stops a stray click changing a record.
  • Correct a column, not a record — unlock, click the first cell, and Enter down the column. Fixing one field across thirty properties is faster than opening thirty records.
  • Type dates, don't click them — +30 in a follow-up column is faster than opening a calendar and counting.
  • One owner cell, several owners — tick everyone before pressing Enter; it saves as a single change.
  • Old links still work — bookmarks to /properties, /people, and /companies redirect into the Database automatically.