Reminders (Time Setting/Email Selection/Property Attachment)

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Julie Bowes

• February 11, 2021 19:38

I use reminders as a way of alerting our agents of specific tasks to complete prior to a closing since they tend to ignore a Skyslope task email. The following changes would be extremely beneficial:

1. It would be incredibly helpful if when you set up a "reminder" you had the option of pre-selecting the time of delivery (as opposed to doing this once the reminder is loaded in a transaction).

2. It would also make life so much easier if the reminder automatically included the Street # and Street Name in the email subject line, or if we had the option to include these items.

3. Instead of having to manually add the recipient, it would save time if the agent/co-agent on the transaction were automatically added once the reminder is added to a transaction, or at least if there was a drop-down that could pull from the transaction contacts to assign the recipients that way. 

 

 

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• Official comment

  

  Prod Squad

  • February 16, 2021 15:44

  Hi Julie!

  Kylee from the Product team here at SkySlope. Thank you for sending us this feedback! To clarify Section 1, do you typically import a task/reminder template into a property file? Would you like the option to set up that delivery time in the My Templates section under Tasks & Reminders, so that the delivery time is the same for every file to which you apply the template?

  Looking forward to hearing from you soon :)

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  Julie Bowes

  • February 16, 2021 16:32

  Hi Kylee,

  I have a template for specific reminders that I load into a transaction once it goes under contract, I assign the template to myself, but then have to add the agent as the email recipient on the reminders once the template has loaded (If you have suggestions for a better way of doing this, I'm all ears!!). As I mentioned, my agents seem to pay more attention to the email that goes out with the reminder as opposed to a task list. Choosing the time from the "My Templates" section in order to ensure delivery is the same time for each reminder would be super helpful and a time-saver.

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