Savng Contacts

Hello, I agree with all the above.  We should have a "save this contact".  It could be "save this contact - private" or "save this contact - public".  But the amount of wasted time entering the same contact in as an administrator, is seriously ridiculous. Please add this to the "wish list".  Thank you.

Thanks for this Kelly!! I was just about to ask why we don't have a 'SAVE THIS CONTACT" feature as well!! Would save sooo much time then having to add to that Directory manually.  Besides that fact that once I have created the room in Skyslope.. I'm NEVER remember to go back to the directory to add the contact anyway. 

Thank you for the information Ryan.

As far as I am concerned, yes, Admin sets up and maintains the files.

*There are crossover contacts (attorneys, lenders, title, etc) I have added these to my directory and shared them company wide. The same for real estate agents that we work with.  However because I set up and maintain the files, if the agent does not provide me with the client's information other than the name, I need to ask for it.  This gets to be a bit daunting when you have a repeat client.  I should be able to add the client to my directory once upon initial setup and then have auto-fill for the next transaction.

*I am aware of the company directory, however, in the case of clients and customers we do not want to share that information with everyone.  Just the Admin directory should contain ALL contacts.

*The data is obtained from a cover sheet that we created and the agents fill out when they submit their executed contracts.

Hi Kelly and Jen,

Thanks for sharing this feedback.

It sounds like both of you are creating and/or managing files for agents. The reason that contacts aren't stored in your directory, as opposed to the agents, was initially that agents work with a set of individuals typically on more than one transaction. Like a lawyer, or title rep, may be used more than once. But as a TC or auditor working with agents, you wouldn't want to see necessarily all contacts that each agent uses. 

So a few questions to see if the logic we have here may be off base:

• When you work with a contact e.g a lawyer - do you typically work with a set of lawyers across agents and transactions? Or does one agent typically work with one lawyer on all their transactions?
• If the company uses a set of contacts repeatedly, have you checked out the directory upload feature? You can add contacts and share them so that anyone in the brokerage can auto-fill with them.
• When you are keying in this data, where are you getting the data from? Is it a cover sheet the agent provides or directly from the contract?

Thanks! 

- Ryan, SkySlope Product Team

Yes I agree. Contact/Client info that Admins enter on behalf of agents should be saved to our contacts as well.