An agent just stopped by the office and dropped off a check that needs to be scanned. He hasn't created a transaction inside of SkySlope yet. But I want to send a scan of the check to him. I can of course email the check to him, but I would like to put it into his working documents folder on SkySlope.
But I don't know what his SkySlope email address is.
It would be nice to add a column of the agent's internal SkySlope email address to the agent list.
An option resolve that satisfies most situations is to take the agent roster and use excel to combine the columns and add @skyslope.com to each row. Hope this helps!
-Buck
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Scott Hack
Requester
Hey Buck, unless I am missing something, that tab has the agent's name, email, etc... but it doesn't include the SkySlope email for the agent. Sure I could send the document to his normal email, but I wanted to email it directly to his working documents folder ( the transaction didn't exist yet. )
As an example, this agent's SkySlope email was [email protected] -- but without a directory showing me that, I would be making an assumption for each agent if that were the right address.
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
HI Scott,
Buck, VP of Product here.Thank you for taking the time to submit a suggestion!
Are you set up as an office admin? If you are you can go into the admin settings you will find a "Manage Agents" tab that includes the Agent name, Email, status, type, etc.
Created By Scott Hack
RequesterAn agent just stopped by the office and dropped off a check that needs to be scanned. He hasn't created a transaction inside of SkySlope yet. But I want to send a scan of the check to him. I can of course email the check to him, but I would like to put it into his working documents folder on SkySlope.
But I don't know what his SkySlope email address is.
It would be nice to add a column of the agent's internal SkySlope email address to the agent list.
0 Votes
3 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentGot it. There is no central place for this. The decoder is [email protected] unless there is a duplicate then it would be [email protected], then [email protected], etc.
An option resolve that satisfies most situations is to take the agent roster and use excel to combine the columns and add @skyslope.com to each row. Hope this helps!
-Buck
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Scott Hack
RequesterHey Buck, unless I am missing something, that tab has the agent's name, email, etc... but it doesn't include the SkySlope email for the agent. Sure I could send the document to his normal email, but I wanted to email it directly to his working documents folder ( the transaction didn't exist yet. )
As an example, this agent's SkySlope email was [email protected] -- but without a directory showing me that, I would be making an assumption for each agent if that were the right address.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHI Scott,
Buck, VP of Product here.Thank you for taking the time to submit a suggestion!
Are you set up as an office admin? If you are you can go into the admin settings you will find a "Manage Agents" tab that includes the Agent name, Email, status, type, etc.
Hopefully this helps.
0 Votes
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