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Created By Tracy Hare
RequesterIt would be great to have the Co-Agent in the Transaction Details header section. Most of our teams use a single account, so the Team Leader name is always listed.
Currently our auditors have to switch to the "Transaction" tab to see if there's a Co-Agent, and then switch back to the "Checklist" tab in order to verify that requirements specific to a team member are fulfilled.
Here's a screenshot:
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2 Comments
SkySlope Support posted about 2 months ago Admin
Created By Tracy Hare
RequesterFor teams larger than two, it's a very high percentage, as they all use the team leader's account. In this specific case, there are 8 team members, each with separate requirements...i.e. some team members contribute to CMN on every transaction, some do not. I figured this fix would be far easier than actually building out "true" team functionality within your system:-)
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SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Tracy!
Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! How often would you say that there is a Co-Agent involved in the transactions? 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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