We'd like to make certain fields "not required" based on the checklist that the agent selects.
For example, we have always had an issue with the "Incoming Referral" checklist type. When an agent is entering a referral file, they don't typically know certain aspects of the deal. ie. close date, seller/ buyer contacts, sales price, acceptance date etc.
Currently, agents are just having to make up numbers or list NA or Unknown. Wondering if it is possible to eliminate some of the required fields for file creation.
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SkySlope Supportposted
6 months ago
Admin
Created By Sean Buell
Requester
I totally agree with this feature request. It is drastically needed for referral checklists.
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Conner!
Kylee from the Product team here at SkySlope. Thank you for bringing this to our attention! I've documented your request for our team to review. We'll also continue to monitor this post for any upvotes and comments.
Created By Conner Meinhart - Transactions
RequesterFor example, we have always had an issue with the "Incoming Referral" checklist type. When an agent is entering a referral file, they don't typically know certain aspects of the deal. ie. close date, seller/ buyer contacts, sales price, acceptance date etc.
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2 Comments
SkySlope Support posted 6 months ago Admin
Created By Sean Buell
RequesterI totally agree with this feature request. It is drastically needed for referral checklists.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Conner!
Kylee from the Product team here at SkySlope. Thank you for bringing this to our attention! I've documented your request for our team to review. We'll also continue to monitor this post for any upvotes and comments.
Have a great day!
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