Topics – SkySlope Support

Referrals

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4 comments

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    Swellman

    This would be extremely helpful.  To expand, it would be great if we had the option to customize the required "Transaction Info" when entering referrals as well as any other miscellaneous type of transactions the same.  There is an "Other (or Referral)" default in the "Type" drop down so naturally it seems like this would be an available option.

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    Jen Cruikshank

    This would be super helpful!

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    Jill Himlie

    I second that! This is a common item for our office and we have to create a "fake" transaction and fill in required fields with zeros and "unknown".

     

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    Jen Cruikshank

    This would definitely be a feature I would love to have.

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