Ability to Add a Notes area to a Contact in your Directory

Posted 6 months ago by SkySlope Support

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SkySlope Support Admin

Created By Leslie Willett

Requester

It's not possible to add notes to a contact in your personal directory, is it? Our assistants work with many agents that would like the escrow assistant contact info added to the notes area of their escrow closer contact (for every transaction). Is that something that can be added? We have a lot of agents/assistants that would love that time-saver. Any time you don't have to retype something... thank you for considering.

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SkySlope Support posted 6 months ago Admin

Created By Prod Squad

Agent

Thanks for your feedback, Leslie!

I'd really appreciate if you could help answer a few questions:

When do your assistants and agents add notes to contacts?
What are some examples of notes that would be added?
Would you expect assistants and agents to be able to see notes made by other assistants and agents?
If available, when would your assistants and agents want to access these notes? For example, while creating a listing a transaction.

Thanks again,

Carlo, Product Manager

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