In our brokerage we have several staff members that work on transactions throughout the process and while we can update the agent from quick audit it would also be very helpful to be able to assign a task to a staff member from within Quick Audit. We have tried using the Update Agent feature but instead of sending the update to the agent we enter the staff member's email and send them the update as a notification. While this "works", it has been confusing for our staff as the update is addressed to the agent. On top it being addressed to the agent there is no way for us to track if the staff member accepted/completed the task we are sending them inside of SkySlope.
I found a work around for now by clicking on the address in Quick Audit, which opens the transaction file in a new tab, but of course this is extra clicks for the staff.
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