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 Supportposted
6 months 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 Supportposted
6 months 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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S
SkySlope Supportposted
6 months 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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S
SkySlope Supportposted
6 months ago
Admin
Created By Realtyprocara
Requester
I second that.
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SkySlope Supportposted
6 months 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!
Created By Janelle Crivello
RequesterWith 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
0 Votes
5 Comments
SkySlope Support posted 6 months ago Admin
Created By Tyler Smith
AgentIf 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.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Janelle Crivello
RequesterThomas - 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.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Janelle Crivello
RequesterBut what if there not all closed?? They may have quite a few active open files....
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Realtyprocara
RequesterI second that.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Sarah
RequesterJanelle,
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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