I 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.
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S
SkySlope Supportposted
5 months ago
Admin
Created By Prod Squad
Agent
Hi 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.
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 5 months 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!
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