Our branches create Task Templates that they share with their branch staff and/or agents. If the staff person leaves, there is no way to transfer ownership of the template so the branch can continue to share the template (per SkySlope Support). The template has to be set up and shared again.
Created By Kellieide
RequesterOur branches create Task Templates that they share with their branch staff and/or agents. If the staff person leaves, there is no way to transfer ownership of the template so the branch can continue to share the template (per SkySlope Support). The template has to be set up and shared again.
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