We just moved an agent from one office to another in SS and it told us it was changing all of their files over. If that includes historical records as well, that functionality would need to be updated as you improve the reporting functions. We wouldn't all of their past volume moving over and distorting past periods.
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SkySlope Supportposted
5 months ago
Admin
Created By Kristina Finlayson
Requester
Hi there Kellie, Joe, and Mandy!
Kris here from the SkySlope UX Team. Thank you for sharing your feedback with us.
Let me use a scenario to ensure I am understanding you correctly. If Allie Agent moves from Office A to Office B then:
Office B should not show any listings or transactions that were created in Office A, even if they are active at the time of that agent transferring to the new office.
Reporting from Office B should also not reflect any listings transactions that were created in Office A. That should stay with Office A's reporting/metrics and not affect Office Bs numbers.
Office A should still have access to Allie's former transactions (and documentation) but Office B shouldn't.
LMK if I misrepresented anything above or if there are any exceptions I should know about.
Just out of curiosity, how often do agents change offices?
Thanks and I look forward to hearing back from you,
Kris UX Lead
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S
SkySlope Supportposted
5 months ago
Admin
Created By Joemcgowan
Requester
Files created an\d/or closed should remain assigned to the office where created/closed.
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SkySlope Supportposted
5 months ago
Admin
Created By Kellieide
Requester
We also have an issue with this. The old branch still needs access to the files that closed while the agent was at their branch. All files opened under the new branch are fine. But the old files should stay with the old branch and/or at least be accessible.
Created By Mandy Timmons
RequesterWe just moved an agent from one office to another in SS and it told us it was changing all of their files over. If that includes historical records as well, that functionality would need to be updated as you improve the reporting functions. We wouldn't all of their past volume moving over and distorting past periods.
0 Votes
3 Comments
SkySlope Support posted 5 months ago Admin
Created By Kristina Finlayson
RequesterHi there Kellie, Joe, and Mandy!
Kris here from the SkySlope UX Team. Thank you for sharing your feedback with us.
Let me use a scenario to ensure I am understanding you correctly.
If Allie Agent moves from Office A to Office B then:
LMK if I misrepresented anything above or if there are any exceptions I should know about.
Just out of curiosity, how often do agents change offices?
Thanks and I look forward to hearing back from you,
Kris
UX Lead
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SkySlope Support posted 5 months ago Admin
Created By Joemcgowan
RequesterFiles created an\d/or closed should remain assigned to the office where created/closed.
0 Votes
SkySlope Support posted 5 months ago Admin
Created By Kellieide
RequesterWe also have an issue with this. The old branch still needs access to the files that closed while the agent was at their branch. All files opened under the new branch are fine. But the old files should stay with the old branch and/or at least be accessible.
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