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Created By The Group Inc. Master Account
RequesterIt would be great to have more options in the Checklist templates for Activity Type. Right now the only choices are: Sales Docs, Disclosures, Reports, Misc, Closing Docs. These are great but a bit restrictive if you need more catogories and want to have the checklist more specific and broken out. The ability to rename these titles or add our own custom titles would be very helpful!
0 Votes
6 Comments
SkySlope Support posted about 1 month ago Admin
Created By Tabitha Starkey
RequesterPlease add this feature! Or, at least let us contact support to edit for us. I think there needs to be activity types for Addendums, Estimates, Invoices and Notices.
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Christine Hernandez
RequesterAny updates on this? Please advise since it's been a year and this is very much needed.
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Shar Anderson
RequesterFollowing - agree, really need this option to customize for our office.
One example, separating the buyer representation, agency, etc. under 'Buyer Docs' so they are not intermingled with the Sales docs. We have been using Paperless Pipeline and have found it to be so much more customizable as this has been a very challenging switch to your system.
Thanks for listening and hope to see this change very soon!
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Layla Granata
RequesterI was just searching to see if this was an option!! Would LOVE to have this flexibility as well!!
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SkySlope Support posted about 1 month ago Admin
Created By Alina Rush
RequesterThis would be very helpful!
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHello there!
Kylee from the Product team here at SkySlope. Thank you for providing us with this feedback! I understand your request, have documented your feedback for our team to review, and we'll monitor this post for any upvotes and comments.
Have a great day!
0 Votes
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