Email "Checklist Update" View

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Rebecca Perez

Requester

the new view when we get an email for checklist update should include the view of any comments left.  that comment view allows the agent/file reviewer and TC to know the status of that items.  what is point of update if it does not have the notes we leave on there for easy viewing 

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S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Thanks for your feedback, Rebecca!

Can you help me understand which comments are missing?

The new Update Agent email has two places where comments appear. At the top of the email, there are general comments that are made when sending the checklist. Specific comments appear next to the checklist items.

1. In SkySlope, general comments can be sent from the Update Agent modal

In the Update Agent email, these comments appear here:

2. In SkySlope, Specific comments that can be added next to each checklist item

In the Update Agent email, these comments appear here:

 

I hope this clarifies how comments appear in the email. If you still have questions, please don't hesitate to reach out!

Thanks again

Carlo, Product Manager

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