Notes Field

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Joy Berchem

Requester

When will there be a generic notes field. It would be nice to have a place where we can put notes in about the transaction, especially as agents and admin go on vacation. We can give a status update such as, called client, waiting on docs, etc This would make things much easier, the notes filed that is there now either does not work or not user friendly

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Joy,

This is great feedback, thank you so much for reaching out! I can definitely see how having a place to leave notes outside of the SkySlope checklist could be useful for agents and admin to give more general status updates.

Where do you imagine that this would live within SkySlope?
How much time do you think being able to communicate this way would save you?
Are there other instances (outside of when agents/admin go on vacation) where you think having this ability would be useful?

Have a great day!

Kasey, Product Operations

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