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Task and Reminder Templates

Posted 5 months ago by SkySlope Support

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S
SkySlope Support Admin

Created By Richard Lamb

Requester

Suggestion:

Add functionality in Task/Reminder templates to include a form field in the subject line of a reminder email so that it will add a name or other field from a listing/transaction?   Such as : " <last_name>  Earnest Money Due. "

Problem:

When I import a template for tasks/reminders I still have to interactively add the client's name in the subject line on each task.   The email body does have the address, and that helps, but addresses such as 108 196th St vs. 180 169th St. are easily confused when there are multiple transactions sending email reminders.  Just seems like adding a name helps it stay clear when getting the email reminders.

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SkySlope Support posted 5 months ago Admin

Created By Mogul Admin

Requester

This would be super helpful!

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S

SkySlope Support posted 5 months ago Admin

Created By Prod Squad

Agent

Jessey, Product Manager here at SkySlope, thank you for your suggestion! I understand the issue and we will be monitoring the forum for yes/up-votes on this topic.

 

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