I am the Office Manager of our Real Estate firm, so my account is set up in an auditor role. That means that the header buttons are “Documents To Review” and “Working Documents”, neither of which I ever use. I'm not the Principal Broker who reviews the documents, and there has never been anything under "Working Documents" that applies to me. What would actually be useful to me is to have links to "Manage Transactions" and "Manage Listings" which I access all day long. The number of clicks really adds up (and the time waiting for each page to load) when I have to go back to the home page every time I need to switch between files.
I don't know how other people with the auditor role use their links, but the ability for the user to be able to choose which links best suit them and the way they work would be ideal. Perhaps it could be a customization under "My Account"?
Thank you for taking the time to consider my request. I would be happy to answer any follow-up questions you might have.
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Official commentComment actionsHi Ginger!
Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! This is a great idea for customization. Are there any other pages you access that would be useful to see on your front page?I've documented your request and we'll also monitor this post for upvotes and comments.
Thanks again and have a great day!
Comment actionsThe only other page that I use frequently enough to consider as a header button would be Tasks & Reminders, but that one is a distant third. I am primarily accessing the files in order to enter them into our internal database, and process closing checks, so when I'm doing those things I need the information that's in the file. When I have more than one new listing or closed transaction at once, I need to switch back and forth between the files. That's where the customized header buttons would be a huge time saver.
Comment actionsThank you for providing this useful information Ginger!
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