I would love if my templates could attach to my transactions once certain dates are reached. For example, a Pre-Closing template would attach 1 week before Closing or something like that. It would be nice to be able to apply these rules myself and choose the dates when certain templates would get attached.
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SkySlope Supportposted
6 months ago
Admin
Created By Carrie Soto
Requester
Yes, templates under the Tasks & Reminders section. I would love to create rules for those templates to apply to transactions on certain dates.
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SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Carrie!
Kylee from the Product team here at SkySlope. Thank you so much for reaching out! To clarify, are you referring to templates under the Tasks & Reminders section? Or are you referring to a different kind of template? Looking forward to hearing from you soon!
Created By Carrie Soto
RequesterI would love if my templates could attach to my transactions once certain dates are reached. For example, a Pre-Closing template would attach 1 week before Closing or something like that. It would be nice to be able to apply these rules myself and choose the dates when certain templates would get attached.
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2 Comments
SkySlope Support posted 6 months ago Admin
Created By Carrie Soto
RequesterYes, templates under the Tasks & Reminders section. I would love to create rules for those templates to apply to transactions on certain dates.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Carrie!
Kylee from the Product team here at SkySlope. Thank you so much for reaching out! To clarify, are you referring to templates under the Tasks & Reminders section? Or are you referring to a different kind of template? Looking forward to hearing from you soon!
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