Add Items Feature
It would be a great help if agents are able to have the function of adding items to a checklist on individual transactions. This would help when there are documents added to the file that are not on the checklist.
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Our broker was able to add sections that are unique to our city. Like we are here where the Large Campfire destroyed the Town of Paradise so we have a Campfire Checklist and here are a few other for our city of Chico.
Like the City of Chico Retro Cert or the Town of Paradise Clearance.
Is this what you mean?
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JoAnn,
Buck, VP of Product here at SkySlope, thank you for your suggestion!
We will be monitoring the forum for yes/up-votes on this topic. Typically Brokers and Admins want to keep tight control of the checklist so adding this capability could be tricky; however, if we get enough votes on this we will figure it out!
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