Ability to move between transactions and listings

Erica Botbol

• July 08, 2022 00:24

Answered

1. Transaction Page > Add Toggle "Next/Previous" Arrows

Problem:

Currently, you cannot toggle between transactions or listings in the admin view unless you are in the 'Documents to Review - Quick Audit Menu.' 

If you are trying to check multiple files to see statuses, you cannot move back and forth without losing your place.

Arrow examples in red.

• 

  Prod Squad

  • July 08, 2022 17:53

  Official comment

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  Hi Erica!
  Bailey from the Product Team here at SkySlope. Thank you for reaching out, this is an interesting idea!

  A few questions for you: Would you want these toggle options to be available on all tabs (ie. Checklist page, Contact page, etc) or just on the Checklist page? 
  Also, are you typically switching to a new transaction/listing after you are finished reviewing one? Or do you find yourself wanting to go back and forth between different transactions during a reviewing session?

  I've documented your request and we'll also monitor this post for upvotes and comments.
  Thanks again and have a great day!

• 

  Erica Botbol

  • July 11, 2022 18:09

  Comment actions Permalink

  Would you want these toggle options to be available on all tabs (ie. Checklist page, Contact page, etc) or just on the Checklist page? I'd want it on the checklist page.

  • Also, are you typically switching to a new transaction/listing after you are finished reviewing one? yes, for example when i am going through expired statuses, id like to be able to switch to the next one even if there are no docs to review to send reminds to the agent. Or do you find yourself wanting to go back and forth between different transactions during a reviewing session? Both. It would be nice if you could drop down and choose and address or just click next so you know which one you are on. currently i have to go back to transactions or listings to go to the next one. 
• 

  Erica Botbol

  • July 11, 2022 18:17

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  Also, currently you have to click into each transaction/listing in order to be able to send template emails out and update agents, you need to go through each one.

  Add checkbox next to each transaction and/or listing in checklist page.

  have ability to select all or select individual transactions or select all certain transaction type and click update agent with the same template.

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