notifications when items go into office inbox

Posted 30 days ago by SkySlope Support

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SkySlope Support Admin

Created By Andrew Lafreniere

Requester

would like to get notified with items that go into the office inbox, include the item as an attachment or link to an attachment that doesnt require login.

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SkySlope Support posted 30 days ago Admin

Created By Info Account

Requester

Hi, I actually had a similar request. My office uses Office Inbox to forward marketing brochure attachments because we have one broker who is responsible for approving all brochures. However, the inbox is never checked because we largely communicate through email. Ideally, all brokers would be able to opt-in to receiving an email notification when items are added to the office inbox (controlled through the Notifications section like other email options). Included in the email would be the listing address, agent name, document name/checklist item, and a link to the checklist to easily accept or reject the attachment.

Happy to discuss further, thank you.

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SkySlope Support posted 30 days ago Admin

Created By Prod Squad

Agent

Thanks for your feedback, Andrew!

I have a few follow-up questions that I'm hoping you can help me answer:

  • Currently, how do you find out / figure out that something has been sent to the Office Inbox?
  • How do you usually use documents sent to Office Inbox? What do you do with them?
  • Do you want a notification for everything sent to the Office Inbox? Is email best? Are there any other kinds of notifications you would want (e.g. in-app, text)?
  • Is there anyone else that should receive this notification? All auditors?
  • What information should be included in this notification? Agent name, document name, document, date/time? Anything else?

Thanks again,

Carlo, Product Manager

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