As a Broker, when I create a new office I do not want Checklists to be automatically copied to that new office

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Permanently deleted user

Requester

Issue:
When the Broker creates a new office within the Brokerage, the office will automatically have existing Checklists that was created within the Brokerage from other Offices. Those checklists should not be copied to the new office. The new office should remain blank until Checklists are manually copied or created.

Workaround:
Delete every single Checklist that was created in your new office and uncheck the Checklists to be shown

Have tried all other avenues available from the front end including:

  • Went to Support Demo and created a brand new office
  • Went to Manage Checklists and noticed that the newly created Office had checklists in it even though none have been created yet
  • Went to eXp realty to test to see if it was just the Demo account acting up but noticed its happening within every brokerage

Steps to Recreate:

  • Log into any broker account
  • Create a new office
  • Go to Manage Checklists
  • Select that Office
  • Notice that it isn't blank
  • Notice that already existing Checklists have been carried over for the Transaction and Listing side

SC:
As a broker, when I create an Office. I don't want my other Checklists to carry over from other Offices. I would like a fresh new start and decide whether or not I want to copy those Checklist over.

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