Contact Database

Sara Love

• October 26, 2022 11:49

Answered

A contact database in Forms and Skyslope would be nice. I write a lot of offers for investors so constantly having to add their info to a new file because it is not saved in a database. Same for my info if I created a file with someone else as the owner. I would like for my email and office information to be saved in a database for when I add myself to a file. 

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  Prod Squad

  • November 03, 2022 16:00

  Official comment

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  Hi Sara!
  
  Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request. This is currently on our teams' radar and we will be sure to reach out again once we have an update available!
  
  Thanks again and have a great day!

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  Transaction Coordinator

  • October 26, 2022 15:01

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  There is! If you go to My Account (found in the top right corner when you click on your name), and click on Directory, you can save everyone there. We've saved our contacts in there and it's a huge time saver.

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  Sara Love

  • October 30, 2022 17:37

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  I do see it in Skyslope. Thank you! Is there one in Forms as well? That is where I am constantly typing the same people over and over.

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  Dana Santerre

  • November 03, 2022 18:39

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  I am confused with the directory. We have the directory and have many people added to it and many office shared contacts. However, when creating a new listing file, it always prompts us to use Skye and does not give us the ability to search and select previous clients from the directory. Prior to Skye, you could do so. Now you have to wait until after the file is created and then you can search/add people from your directory.

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