Save contacts for use in different files

Betty England

• July 26, 2023 13:51

Completed

I've submitted several offers for the same client for different addresses, sellers, etc. Each time I created a new file since the info is different on each one. I've had to input my buyers' info on each one. I asked support if there is there a way to save their contact info to use in different files, and they said not at this time. My suggestion is to allow us to save each contact's info including buyers, sellers, realtors, brokers, etc. to use in multiple files.

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  Prod Squad

  • July 28, 2023 16:23

  Official comment

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  Hi Betty and Margaret!

  Tyler from the Product team here at SkySlope. Thank you for the feedback! This is something we are actively thinking about! I will record this feedback and pass it along to the Forms team. I will also monitor this post for additional comments and upvotes. 

  Thank you!

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  Margaret Moschetti

  • July 27, 2023 16:56

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  Yes this is a very needed update! As well as the ability to copy from skyslope suite to Forms.  It should be all encompassing. Enter the client info 1x either in Forms or transactions/listings and saved to all of skyslope applications. 

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  Prod Squad

  • December 15, 2023 23:41

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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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