"Add New" item to checklist button should also be at the bottom of the checklist.

Posted 5 months ago by SkySlope Support

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SkySlope Support Admin

Created By Kathryn Irving

Requester

When you add an item to the checklist it adds it at the bottom of the checklist. If you want to add multiple items you have to scroll back to the top of the checklist each time. If there was a second "add item" button at the bottom of the checklists you wouldn't have to keep scrolling back up all the time.

This would be helpful for transaction specialists adding items like multiple deposits etc. Having an extra button would not hindrance anyone either. So it would benefit some and not be a drawback for anyone else.

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3 Comments

SkySlope Support posted 5 months ago Admin

Created By Prod Squad

Agent

Hi Kathryn!

Thank you so much for the quick reply! We will reach out via email shortly.

Thanks again!

Charleigh, Product Operations

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SkySlope Support posted 5 months ago Admin

Created By Kathryn Irving

Requester

Yes, a TS is similar to an auditor.

I have made a screen recording of the workflow which I can email you if you would be so kind as to provide an email address for me to send it to.

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SkySlope Support posted 5 months ago Admin

Created By Prod Squad

Agent

Hi Kathryn!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! Couple of questions for you -

To confirm, is your role at the brokerage a transaction specialist? Is this similar to a TC or an auditor?
When there are multiple of a certain document (ie multiple deposits), new checklist lines are being created every time? If so, can you walk us through the workflow?

Looking forward to your reply! Thanks again and have a great day!

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