Saving Client Contact information in Skyslope Forms

Deborah Willard

• February 25, 2023 21:23

Completed

There needs to be a way to save clients contact info in Skyslope Forms.  In this crazy market there are clients that I've had to write 5+ offers for and each time I have to start all over again by entering my clients information.  This is a big-time waster.  

 

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  Prod Squad

  • February 27, 2023 19:01

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  Hi Deborah!
  
  Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! 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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  Jill Robinson

  • February 27, 2023 17:38

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   Agree Totally how do I vote on this  subject I hope this gets updated sooner than later

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  Deborah Willard

  • February 27, 2023 19:50

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  I'm sure if Skyslope would poll realtors that the majority would like the ability to save their clients contact info for future contracts.

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  Tracy Hare

  • March 01, 2023 20:20

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  Absolutely agree with this. Not just for repeat clients, but for other contacts, like cooperating agents.

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  John Jaramillo

  • March 18, 2023 23:29

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  Completely agree. The redundancy of constantly having to write repeat customers,  attorneys, loan officers and agents is a constant complaint for our brokerage.

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  Prod Squad

  • March 20, 2023 13:53

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  Hi John!
  
  Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this additional context. This is currently on our team's radar and we can provide an update to you, once it's available. In the meantime, if you'd like to talk with one of our product managers in regard to this issue you can schedule a call with this link and he'd be happy to discuss any further feedback!
  
  Thanks again and have a great day!

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  Dawn Reid

  • April 13, 2023 20:49

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  It is just a workaround, however, if you have Buyer or Seller Templates created you can quickly duplicate them and change the template name to your client's name and then add your client's info on the forms where it would need to go. Once they close you can delete the template.

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  Prod Squad

  • April 14, 2023 16:36

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  Hi Dawn!

  Charleigh from the Product Team here at SkySlope. Thank you so much for adding your useful workaround to this thread! Like Kallie said above, if you have any interest in speaking more about contacts with our team, you can schedule a call with this link and we'd be happy to discuss any further feedback!

  Have a great day and happy SkySlope!

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  Serif Soydan

  • November 13, 2023 00:54

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    John Jaramillo

    • 8 months ago

     

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    Completely agree. The redundancy of constantly having to write repeat customers,  attorneys, loan officers and agents is a constant complaint for our brokerage.

    I agree. So much reduncancy. - Lisa

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  Prod Squad

  • December 15, 2023 23:36

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  Hello!

  We are pleased to report that the ability to save and reuse contacts is now available! Learn more by visiting this link.
  
  Thanks for the requests, and keep ‘em coming! We’re always listening!

  - Charleigh, Product Operations

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