A more informed dashbaord

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Alicia Roufs

Requester

We have used a program called Paperless Pipeline.  It is similar to Skyslope.  One thing we love about paperless is that everything about the property is at the top of the dashboard, so like an at a glance thing.  I have included it in an attachment.   At least under contacts it would be nice to have the contacts on top of the contact dashboard.  One option too is we were able to drag and drop their names into the email.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Alicia,

This is great feedback, and thank you for including the screenshot! Your point about bringing more info about the property onto the dashboard seems pretty straight-forward. It also sounds like you'd rather see a list of all contacts, rather than having to click into each contact type tab - is that accurate?

Can you tell me more about the drag and drop to email feature? Are you using an email service within Paperless Pipeline, do you have your email open on another tab when you're utilizing this feature?

We look forward to your response!

Thank you,

- Megan Lutes, Product Manager

 

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