Is there a way to have a calendar within transactions. Click on the date within the calendar, have a drop down window to select the correct property. Enter all pertinent dates to the contract...inspection due date, loan commitment etc. Right now i go into each transaction individually and create a task for the due dates which seems a bit cumbersome.
0 Votes
1 Comments
S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Sheila,
Ryan from the Product team here at SkySlope.
I see you've taken advantage of creating task templates to speed up the creation of tasks. After you apply the template, do you manually configure each date? If so, are you recommending a faster way to simply update all those tasks to the correct dates?
Created By Sheila Washburn
RequesterIs there a way to have a calendar within transactions. Click on the date within the calendar, have a drop down window to select the correct property. Enter all pertinent dates to the contract...inspection due date, loan commitment etc. Right now i go into each transaction individually and create a task for the due dates which seems a bit cumbersome.
0 Votes
1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Sheila,
Ryan from the Product team here at SkySlope.
I see you've taken advantage of creating task templates to speed up the creation of tasks. After you apply the template, do you manually configure each date? If so, are you recommending a faster way to simply update all those tasks to the correct dates?
0 Votes
Login or Sign up to post a comment