I would like the added feature of the client's name along with the address. I know the client's name better than I know the address.
It would be great to see all transactions on one page. Right now it's just a max of 10 per page.
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Brishen,
My name is Gabby and I am on our Product Team here at SkySlope. Thank you for your feedback. We understand your requests and will monitor your post for up-votes and comments.
In the meantime, you are able to search within SkySlope using the clients name if it is included in the file. Our search includes: property address, agent name, client name, escrow number, MLS number, and file ID.
If you would like to see the client's name in the name of the file, add in the client's name into the "Street No" area of the file. This will rename the transaction file with the client name as well as show the client's name in Quick Audit. For example, I am an agent that is working John Smith on property: 123 Christmas Tree Lane. I would include John Smith in the "street no" area of the file so the new file name would be John Smith 123 Christmas Tree Lane.
We hope this helps. Please reach out to our Support Team if you have additional questions! Their email is [email protected].
Created By Brishen Combs
RequesterI would like the added feature of the client's name along with the address. I know the client's name better than I know the address.
It would be great to see all transactions on one page. Right now it's just a max of 10 per page.
0 Votes
1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Brishen,
My name is Gabby and I am on our Product Team here at SkySlope. Thank you for your feedback. We understand your requests and will monitor your post for up-votes and comments.
In the meantime, you are able to search within SkySlope using the clients name if it is included in the file. Our search includes: property address, agent name, client name, escrow number, MLS number, and file ID.
If you would like to see the client's name in the name of the file, add in the client's name into the "Street No" area of the file. This will rename the transaction file with the client name as well as show the client's name in Quick Audit. For example, I am an agent that is working John Smith on property: 123 Christmas Tree Lane. I would include John Smith in the "street no" area of the file so the new file name would be John Smith 123 Christmas Tree Lane.
We hope this helps. Please reach out to our Support Team if you have additional questions! Their email is [email protected].
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