Copying Templates

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Sherri Sue Parkin

Requester

We need to be able to copy a template for Tasks.  Sometimes there is only a few changes like one for cash transactions and another for loans.  Now we have to create from scratch two different ones

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S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hey Sherri,

I understand this feature and will monitor this post for up-votes for consideration. Up-votes will move this post to the top of the list for feature requests using the arrows on the upper right! Thank you for taking the time to provide this request.

 

Thanks,

Jessey, SkySlope Product Manager 

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