Adding Fields for Quick View in Transactions list

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Bob Canning

Requester

Right now, when you go to the Manage Transactions screen on a computer you see these headings:

Property Address / Status / Incomplete Items / Closing Date

If you add a few fields in the Transaction Tab you could see this which would be an amazing summary of where you are at:

Property / Last Name / Status || Dates: Accepted / EM Due / Inspection / Insp Notice Due / Closing / Incomplete items

You'd be adding three fields to transactions and adding red color or green color to the date text to identify if the date is on or after the due date.

Benefits:

1. Significantly fewer hits on your system by agents looking for dates all the time in the documents.
2. Single screen for agents and brokers to see important dates at a glance.
3. Make all users of Skyslope believe the developers have phenomenal cosmic powers.

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1 Comments

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Bob,

Yousef is here from the product team.

This is a great idea. I have a few questions for you:

1. Since we don't have those dates in SkySlope, are you suggesting we add them and make them mandatory?

2. If we do add them to SkySlope, would agents be okay with more fields to fill in? Wouldn't they think this might slow them down?

3. Are you and your agents, currently, using a different system to track these dates? If yes, could you please share with us what tool are you using and how?

4. If we add those dates, would you and your agent use SkySlope to track those dates going forward? Or are you still going to keep track of them somewhere else: an external tool, for example.

Thanks,

Yousef

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