We use cookies to try and give you a better experience in Freshdesk.
You can learn more about what kind of cookies we use, why, and how from our Privacy policy. If you hate cookies, or are just on a diet, you can disable them altogether too. Just note that the Freshdesk service is pretty big on some cookies (we love the choco-chip ones), and some portions of Freshdesk may not work properly if you disable cookies.
We’ll also assume you agree to the way we use cookies and are ok with it as described in our Privacy policy, unless you choose to disable them altogether through your browser.
Created By Deb Hobbs
RequesterI would like to suggest adding a dedicated transaction manager field in the contacts section that appears at the top of the summary page for each transaction. I would like to be able to assign tasks to them too. My team uses Skyslope to create the transaction on behalf of the Agent and send documents. I would like to readily look at a file as a manager, and see who is the TC and run also reports.
0 Votes
1 Comments
SkySlope Support posted 30 days ago Admin
Created By Prod Squad
AgentHi Deb!
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 we'll also monitor this post for upvotes and comments.
Thanks again and have a great day!
0 Votes
Login or Sign up to post a comment