Zipforms and Skyslope

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Janelle Crivello

Requester

With agents that have been in the business for ages, their zipforms is FULL of old and new contracts. It would be great if there could be a search bar in working docs under Zipforms or any forms platform, so the agents can search for their files instead of having to scroll through 50 transactions

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SkySlope Support posted about 1 month ago Admin

Created By Tyler Smith

Agent

If you would like for our support team to help out with this we can. We search all active and pending files in Zipforms. I can talk to the product team to see if there is a way to only show a certain amount or the last used, however this is intentional to not limit the user's search.

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SkySlope Support posted about 1 month ago Admin

Created By Janelle Crivello

Requester

Thomas - If it can be set it to where whatever the last files they were in, like an active directory, kind of how Zipforms works, that would make it better.

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SkySlope Support posted about 1 month ago Admin

Created By Janelle Crivello

Requester

But what if there not all closed?? They may have quite a few active open files....

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SkySlope Support posted about 1 month ago Admin

Created By Realtyprocara

Requester

I second that.

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SkySlope Support posted about 1 month ago Admin

Created By Sarah

Requester

Janelle,

If you go into Zipforms and "Close" the transaction it will no longer migrate into Skyslope. I realize that may take some time if you have a lot of old transactions, but this is one way to limit the number of transactions coming over!

Hope this helps!

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