Required Fields Based on Checklist Type

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Conner Meinhart - Transactions

Requester

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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2 Comments

SkySlope Support posted about 1 month 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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SkySlope Support posted about 1 month 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.

Have a great day!

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