Make agents click "save" whenever they update a file
When they click save, have a pop up screen that prompts them to notify office the type of change they made
This way, office will be notified properly
Also, with notifications, it should have the ability to notify the staff assigned to the file instead of a general email
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1 Comments
S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Hedy!
Kylee from the Product team here at SkySlope. Thank you for reaching out! Could you tell me a bit more about what types of changes to the file you'd like notifications for? I also highly encourage you to check out the Notifications settings, as some of these notification options may suit your workflow. You can find this page by clicking your name in the upper right corner, then click My Account, then click Notifications.
Created By Hedy Ting - Broker
RequesterMake agents click "save" whenever they update a file
When they click save, have a pop up screen that prompts them to notify office the type of change they made
This way, office will be notified properly
Also, with notifications, it should have the ability to notify the staff assigned to the file instead of a general email
0 Votes
1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Hedy!
Kylee from the Product team here at SkySlope. Thank you for reaching out! Could you tell me a bit more about what types of changes to the file you'd like notifications for? I also highly encourage you to check out the Notifications settings, as some of these notification options may suit your workflow. You can find this page by clicking your name in the upper right corner, then click My Account, then click Notifications.
Looking forward to hearing from you soon!
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