Would love for drop down menu or auto complete option of these fields.
Does anyone know anyone's phone number anymore? I don't so every time it request this field I have to google search, so time consuming. Same with email addresses, search, copy and paste. It would be great if cookies could save these or create a data base with auto complete.
DocuSign has this figured out and it is wonderful. Start Typing the name, and it auto completes. It is so easy.
Entering the same title company name, lender and agent phone number over and over sucks.
0 Votes
1 Comments
S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Peter,
Once you enter a new contact, that contact is saved. The next time you create a transaction you can use the search contacts to find that contact and import the contact information.
Created By Peter Loudis
RequesterWould love for drop down menu or auto complete option of these fields.
Does anyone know anyone's phone number anymore? I don't so every time it request this field I have to google search, so time consuming. Same with email addresses, search, copy and paste. It would be great if cookies could save these or create a data base with auto complete.
DocuSign has this figured out and it is wonderful. Start Typing the name, and it auto completes. It is so easy.
Entering the same title company name, lender and agent phone number over and over sucks.
0 Votes
1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Peter,
Once you enter a new contact, that contact is saved. The next time you create a transaction you can use the search contacts to find that contact and import the contact information.
-Buck, VP of Product
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