Topics – SkySlope Support

TASKS - ASSIGNING AND ACCEPTING - REORDERING TASK BY SETTLEMENT DATE

Comments

1 comment

  • Avatar
    Kristina Cabral

    yes I agree! 

    As an admin I assign a required preset list of tasks to my agents for a transaction - it would be nice if this were:

    a.) Auto assigned to the agent selected during the creation of the transaction (or listing) and changed only if you go in and manually change it to someone else. This should also apply when a new task is created/added to an existing task list that it auto assigns to the agent.

    b.) To have an auto accept feature (or at least the option to enable/disable auto acceptance in the settings) so that the agent does not have to go in and accept each task first. 

    1
    Comment actions Permalink

Please sign in to leave a comment.

Powered by Zendesk