in some cases, we may send an email from the update agent box requesting information (for ex. I may ask a principal to relay the splits for a deal) Since the principal was not originally on the file I will address them in the email in the update agent section. However, the email still addresses the person who created the file even when they are removed from the update agent box.
Any way to remove the auto address (Hi XXXXX) when sending an update from the update agent box but the file created has been removed
I understand if it is not able to pick up the name of the other recipient added to the update agent box, which is why I add in the name of the person I'm emailing in the message.
A workaround for this is emailing from the docs tab but sometimes the person I'm adding needs to see the checklist but not added permanently to the file.
Thank you. 2 examples below. Happy to hop on a call to chat to make this clearer.
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Pierre,
Thank you for the feedback!
In the coming weeks, we'll be updating our email notifications, including our Update Agent email, which should fully resolve this issue. Stay tuned for more updates!
Created By Pierre Anderson - Transactions
RequesterHi,
in some cases, we may send an email from the update agent box requesting information (for ex. I may ask a principal to relay the splits for a deal) Since the principal was not originally on the file I will address them in the email in the update agent section. However, the email still addresses the person who created the file even when they are removed from the update agent box.
Any way to remove the auto address (Hi XXXXX) when sending an update from the update agent box but the file created has been removed
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1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Pierre,
Thank you for the feedback!
In the coming weeks, we'll be updating our email notifications, including our Update Agent email, which should fully resolve this issue. Stay tuned for more updates!
Thanks again,
Carlo, Product Manager
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