"ALL" Is not Helpful For Busy Admins with Multiple Offices in Large Firms
Several of the administrators have several “offices” that we audit in the system. Many administrators have access to all the offices, so filtering by the “all” option on the home page is not helpful in this circumstance. What would be helpful for myself and the admins in my firm that maintain 2-4 offices is a custom feed. The home page would show a snapshot of scheduled closings, active listings, etc. of all offices in the custom feed, and the “Documents to Review” page would represent all the like.
I’m the analyst as well as administrator for my firm. I fill in across offices as needed. I need to look at our "NYC" office, at the "Los Angeles" office, and others on a frequent basis. However, I do not audit those offices. I only audit "Chicago" & "Memphis". It would be great to have a custom feed for “MY Offices” so I do not have to constantly switch between the Chicago display and the Memphis display, instead, one combined one. However, I need to be able to turn around and look at a Tampa Bay or NYC etc. office transaction without having to go back into the Administration settings to give myself access to the whole firm again.
As an alternative or addition to this idea, I believe being able to switch offices within the “Documents to Review” tab would be another helpful solution.
**Replaced my office names with cities for firm privacy**
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4 Comments
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SkySlope Supportposted
6 months ago
Admin
Created By Isabel Smith
Requester
Ryan, yes; I believe you and I are on the same page. Based on the improvments your team has made to Skyslope in the past six months or so, I truly look forward to the coming changes.
Both points you address would be incredibly helpful in my firm as well. Our transaction coordinator department is growing and Skyslope is an important part of the service they offer.
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Isabel & Sam,
Based on your posts here, I am hearing that you need access to all the offices in your firms, but in order to conduct your work more efficiently, being able to group your work based on your goals would save you time & clicks.
From these ideas, it seems like these would be helpful. Do I have this right?
Ability to select a subset of offices to see stats and files so that you focus on the files that matter at that moment for document review (Isabel)
Ability to select a group of agents to see only those files so that you can focus on the files that matter in context of those agents (Sam)
Let me know if I have this right! We may have some options coming up later in this year that could help.
- Ryan from the Product Team
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Sam Coyle
Requester
Yes, that would help us be way more efficient with our files.
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Sam Coyle
Requester
And filter by "My Agents", our TCs have certain agents assigned to them and it would be helpful for them to only see their files but have access to the rest of the company if needed.
Created By Isabel Smith
Requester"ALL" Is not Helpful For Busy Admins with Multiple Offices in Large Firms
Several of the administrators have several “offices” that we audit in the system. Many administrators have access to all the offices, so filtering by the “all” option on the home page is not helpful in this circumstance. What would be helpful for myself and the admins in my firm that maintain 2-4 offices is a custom feed. The home page would show a snapshot of scheduled closings, active listings, etc. of all offices in the custom feed, and the “Documents to Review” page would represent all the like.
I’m the analyst as well as administrator for my firm. I fill in across offices as needed. I need to look at our "NYC" office, at the "Los Angeles" office, and others on a frequent basis. However, I do not audit those offices. I only audit "Chicago" & "Memphis". It would be great to have a custom feed for “MY Offices” so I do not have to constantly switch between the Chicago display and the Memphis display, instead, one combined one. However, I need to be able to turn around and look at a Tampa Bay or NYC etc. office transaction without having to go back into the Administration settings to give myself access to the whole firm again.
As an alternative or addition to this idea, I believe being able to switch offices within the “Documents to Review” tab would be another helpful solution.
**Replaced my office names with cities for firm privacy**
0 Votes
4 Comments
SkySlope Support posted 6 months ago Admin
Created By Isabel Smith
RequesterRyan, yes; I believe you and I are on the same page. Based on the improvments your team has made to Skyslope in the past six months or so, I truly look forward to the coming changes.
Both points you address would be incredibly helpful in my firm as well. Our transaction coordinator department is growing and Skyslope is an important part of the service they offer.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Isabel & Sam,
Based on your posts here, I am hearing that you need access to all the offices in your firms, but in order to conduct your work more efficiently, being able to group your work based on your goals would save you time & clicks.
From these ideas, it seems like these would be helpful. Do I have this right?
Let me know if I have this right! We may have some options coming up later in this year that could help.
- Ryan from the Product Team
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Sam Coyle
RequesterYes, that would help us be way more efficient with our files.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Sam Coyle
RequesterAnd filter by "My Agents", our TCs have certain agents assigned to them and it would be helpful for them to only see their files but have access to the rest of the company if needed.
0 Votes
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