The checklist default order should be by Activity Type, so that it matches the Checklist in the file.
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hey Billy,
Thanks for taking the time to provide us this request. I have a few questions to better understand your request. Are you referring to the activity type of Sales Documentation, Disclosure, Reports, and Closing Documentation which are our current SkySlope standard headers or the checklist activity types you create for your agents? What order are you looking to have for your agents?
Created By Billy Jack Carter
RequesterThe checklist default order should be by Activity Type, so that it matches the Checklist in the file.
0 Votes
1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHey Billy,
Thanks for taking the time to provide us this request. I have a few questions to better understand your request. Are you referring to the activity type of Sales Documentation, Disclosure, Reports, and Closing Documentation which are our current SkySlope standard headers or the checklist activity types you create for your agents? What order are you looking to have for your agents?
Thanks,
Jessey Clarke, SkySlope Product Manager
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