Ability to change the default checklist options

Ted Schaar

• May 19, 2022 18:19

Answered

I dislike...no...I hate...getting emails of the "everything" checklist. Too much to read, to long of email when I'm reading on my mobile devices, etc. 

I like the emails of what I need to do direct and to the point - thus, required only documents is what I send my agents. When updating agents on the missing documents I need to uncheck all the boxes except "required". This would save me a lot of time if I could just default the choice to "required" only and then push the "update agent" button quicker...knowing the agent is only getting notifications of docs that are needed not the whole kit and caboodle. 

Thank you for your consideration. 

• 

  Prod Squad

  • May 20, 2022 14:50

  Official comment

  Comment actions Permalink

  Hi Ted!

  Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and we'll also monitor this post for upvotes and comments. Couple of questions for you -

  • Would the ability to save your selections as default in the future be an acceptable solution?
  • Are there any other customizations you'd like to see in the checklist update emails?

  Thanks again and have a great day!

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  Ted Schaar

  • May 20, 2022 20:49

  Comment actions Permalink

  1) Yes! Seems like we should be able to do it as it already saves "select all" as the default. 

  2) Not at this moment, but thank you for asking!

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