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 Patrick Riccolo
RequesterI would like the be able to automatically add the TC on any checklist updates that get sent out. Whether this could be done when initially setting up the transaction or by templating it through a note.
0 Votes
1 Comments
SkySlope Support posted 29 days ago Admin
Created By Prod Squad
AgentHi Patrick!
Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! We actually have two ways you could achieve this currently, please see details below.
1. You can add your TC's email as an Alternate Email within your account, this will send them checklist notifications for all transactions!
2. If your TC has a SkySlope account, you can add them as a co-agent on the file when setting up a new transaction and they will receive all notifications to that specific transaction.
Thanks again and have a great day!
0 Votes
Login or Sign up to post a comment