Contacts

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Lori Daniel

Requester

It would be helpful to have all contacts listed on the side or maybe the top with you are in the process of writing the email. Sometimes you don't remember the title persons name or lender etc...you have to then click out of the email and go back to contracts to look for the name or who you need it to auto populate and then you lose your email and have to start over. It would be nice if you could just see everyone that you have listed on this file. Quick easy access. 

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S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Lori!

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 have a few questions for you:

  • Where in SkySlope would you expect this to be available (ie Forms, DigiSign, Documents tab in Digital Transaction Management)?
  • Would it be beneficial if the contacts were in a collapsed view that you could open, as you are preparing to send an email?
  • Would it be helpful if the person's email also displayed a pop-up bubble that shows their position and full name?

Thanks again and have a great day!

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