File Management / Document-Repository

Posted 3 months ago by SkySlope Support

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SkySlope Support Admin

Created By Molly

Requester

Admin/Broker and Agent Feature Request.

I really like the new features added to the search results from the upper right portion of the page.

One suggestion, when searching for a transaction, please add the close of escrow date, under the colored status symbol. It would be very helpful when searching for a transaction and there are more than one, two or three duplicate transactions, especially in archived status.

Thank you and have a great day.

Molly King, RE/MAX Infinity

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SkySlope Support posted 3 months ago Admin

Created By Kristina Finlayson

Requester

Hi there, Molly!

Kris here from the SkySlope UX Team. I am glad you like the new search and thanks for the suggestion!

I have a few follow-up questions to ensure I understand your request:

There are additional criteria, like close date, that would ensure you navigate to right file on the first try. Can you describe to me what you are trying to accomplish (or looking for) while searching in the scenario you mentioned above? Is this a rental property that keeps turning over every year and you need to know which archived file is the most recent?
And if so, what are you doing after navigating to that archived file?
Do you think this would also be helpful for other scenarios, like active transactions?

Thanks a bunch and I look forward to hearing back from you,

Kris

UX Lead

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