In our office we aren't always able to close and archive transactions at the same time. Having an archive action under the new transaction action would be very useful for admins :)
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S
SkySlope Supportposted
5 months ago
Admin
Created By Prod Squad
Agent
Hi Christine,
The only time the close and archive feature would not be available is if the transaction was already closed or canceled. The archive button will be to the right of all transaction files under the header "Closed Transactions to be Archived." I hope this helps solve your office problem of not always being able to close and archive at the same time. If you continue to run into issues with this, reach out to our rockstar support team at [email protected]
Created By Christie Christensen
RequesterIn our office we aren't always able to close and archive transactions at the same time. Having an archive action under the new transaction action would be very useful for admins :)
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SkySlope Support posted 5 months ago Admin
Created By Prod Squad
AgentHi Christine,
The only time the close and archive feature would not be available is if the transaction was already closed or canceled. The archive button will be to the right of all transaction files under the header "Closed Transactions to be Archived." I hope this helps solve your office problem of not always being able to close and archive at the same time. If you continue to run into issues with this, reach out to our rockstar support team at [email protected]
Thanks,
Jessey, SkySlope Product Manager
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