We use cookies to try and give you a better experience in Freshdesk.
You can learn more about what kind of cookies we use, why, and how from our Privacy policy. If you hate cookies, or are just on a diet, you can disable them altogether too. Just note that the Freshdesk service is pretty big on some cookies (we love the choco-chip ones), and some portions of Freshdesk may not work properly if you disable cookies.
We’ll also assume you agree to the way we use cookies and are ok with it as described in our Privacy policy, unless you choose to disable them altogether through your browser.
Created By Miguel Razo
Agent0 Votes
7 Comments
SkySlope Support posted 29 days ago Admin
Created By Clay Bridgewater
RequesterI would want to see everything in a transaction when my name is attached. That would help me to find out where we are and what needs to be done.
I would like to be able to upload into a transaction that has my name attached to it in skyslope if possible.
I would not want the other agent to see my side of the transaction if they are using skyslope although the other side should have a different case number in skyslope.
0 Votes
SkySlope Support posted 29 days ago Admin
Created By QA Multi Office
RequesterHi, thanks so much for providing this feedback. We've in the process of gathering as much feedback as possible concerning reporting needs. Would you be interested in sharing more information about the specific questions you might be trying to answer with these reports? Also, would agents need to see reports displaying only the deals in which they are participating?
0 Votes
SkySlope Support posted 29 days ago Admin
Created By Clay Bridgewater
RequesterYes please let us pull Master Data reports. Saves time and allows us to view data in an easier format. If an agent does not want to use this, they don't have to. Great report to be able to run.
0 Votes
SkySlope Support posted 29 days ago Admin
Created By Sarah Onofryton
RequesterHello,
Allowing agents to pull Master Data reports would save time for multiple parties as well as allow agents to see the data they are entering in an easier format. Please, please, please create an option for individual agents to run reports .
Sarah Onofryton
0 Votes
SkySlope Support posted 29 days ago Admin
Created By Kristi Culhane
RequesterThis would be helpful!
0 Votes
SkySlope Support posted 29 days ago Admin
Created By Brandon Vaccaro
RequesterThis would be awesome. Please!!
0 Votes
SkySlope Support posted 29 days ago Admin
Created By Jeffrey Sibbach
RequesterPlease allow agents to run their own Master Data Reports. We have 614 transactions over the last 9 months and it would very helpful to be able to export the data ourselves without burdening our broker every time we need it.
0 Votes
Login or Sign up to post a comment