How about creating a way that an agent can add another party to the "agent Update" so an assistant or TC or other "non-agent" will be notified when a file has been reviewed? As of now it seems the only way is for the reviewer (me) to manually add the additional email address each time before they hit the "update agent" button. A HUGE problem because it requires
1) I remember to do it
2) I have that 2nd email address available right then.
3) if it doesn't happen a key person misses the update
4) I look bad because I was asked to include that person in the updates.
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1 Comments
S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Randy,
Thanks for reaching out! I can definitely understand your request and I will document these items and follow up with the appropriate Product Manager. One thing I wanted to point out in is that an Agent can add their TC/Assistant to the alternative email ID field under their my account settings. Once that step has been completed, both emails will appear for your auditor when the update agent button is selected.
Created By Randy Turnquist
RequesterHow about creating a way that an agent can add another party to the "agent Update" so an assistant or TC or other "non-agent" will be notified when a file has been reviewed? As of now it seems the only way is for the reviewer (me) to manually add the additional email address each time before they hit the "update agent" button. A HUGE problem because it requires
1) I remember to do it
2) I have that 2nd email address available right then.
3) if it doesn't happen a key person misses the update
4) I look bad because I was asked to include that person in the updates.
0 Votes
1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Randy,
Thanks for reaching out! I can definitely understand your request and I will document these items and follow up with the appropriate Product Manager. One thing I wanted to point out in is that an Agent can add their TC/Assistant to the alternative email ID field under their my account settings. Once that step has been completed, both emails will appear for your auditor when the update agent button is selected.
Kindest regards,
Kasey, Product Operations
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