Ability to change the default checklist options

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Ted Schaar

Requester

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.

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2 Comments

SkySlope Support posted about 1 month ago Admin

Created By Ted Schaar

Requester

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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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

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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