We have a specific checklist for admins, so when a contract busts, it would be nice to have the option to delete said checklist items, instead of being notified, only to see the transaction had been cancelled.
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SkySlope Supportposted
5 months ago
Admin
Created By Prod Squad
Agent
Hi Andrea!
Yes, this makes sense! Thank you for the additional context. I've documented this request and will be sure to provide an update once available.
Thanks again and have a great day!
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S
SkySlope Supportposted
5 months ago
Admin
Created By Closing Coordinator
Requester
Hi Kallie,
I think we should be able to keep attachments, it is more the task templates. Maybe I didn't explain it well. When we have a cancelled transaction the tasks remain. It would be nice to be able to delete multiple tasks at once, or to initiate the opposite of an import. Like we could deselect the task list we previously selected.
I think we need to keep attachments, so we have the documents if needed for reference.
Does that make sense?
Thanks,
Andrea
0 Votes
S
SkySlope Supportposted
5 months ago
Admin
Created By Prod Squad
Agent
Hi Closing Coordinator!
Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and also had a couple of questions for you:
Would you like the option to delete the attachments that were uploaded for checklist items?
Would it be helpful to have the ability to delete checklist comments and attachments?
Created By Closing Coordinator
RequesterWe have a specific checklist for admins, so when a contract busts, it would be nice to have the option to delete said checklist items, instead of being notified, only to see the transaction had been cancelled.
0 Votes
3 Comments
SkySlope Support posted 5 months ago Admin
Created By Prod Squad
AgentHi Andrea!
Yes, this makes sense! Thank you for the additional context. I've documented this request and will be sure to provide an update once available.
Thanks again and have a great day!
0 Votes
SkySlope Support posted 5 months ago Admin
Created By Closing Coordinator
RequesterHi Kallie,
I think we should be able to keep attachments, it is more the task templates. Maybe I didn't explain it well. When we have a cancelled transaction the tasks remain. It would be nice to be able to delete multiple tasks at once, or to initiate the opposite of an import. Like we could deselect the task list we previously selected.
I think we need to keep attachments, so we have the documents if needed for reference.
Does that make sense?
Thanks,
Andrea
0 Votes
SkySlope Support posted 5 months ago Admin
Created By Prod Squad
AgentHi Closing Coordinator!
Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and also had a couple of questions for you:
Thanks again and have a great day!
0 Votes
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