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Created By Abby Renner
RequesterI deal with many of the same parties for many listings can you make a way to select the seller from the database or auto populate from the data base - it is annoying that you can not do this because for one of my builders i have to enter it each time so there are 10 or more records for him. this would be a great feature when creating a listing or a transaction we all have repeat clients.
0 Votes
5 Comments
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHi Abby!
Kylee from the Product team here at SkySlope. Thank you for reaching out and bringing this to our attention! You should be able to search for the contact name in the search bar if you entered it in a previous listing/transaction file - are you seeing those 10 or so records pop up while typing into the search bar, or are those appearing in the Directory tab? I will have our Support team reach out to further diagnose the issue as well!
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHi Abby,
Thank you for clarifying! I will relay this feedback to the team here and will provide you with updates as they become available!
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SkySlope Support posted about 1 month ago Admin
Created By Abby Renner
Requestersorry not on the transaction side just on create a listing
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SkySlope Support posted about 1 month ago Admin
Created By Abby Renner
RequesterKylee - the only place you can do this from is inside a listing or transaction after it has been created. I am talking when you hit the button create a new listing or create a new transaction and it takes you through the step by step information - you can not select a contact in this start up process for either - only once it has created the listing or transaction which makes for a ton of duplicate contacts that show up
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SkySlope Support posted about 1 month ago Admin
Created By Bill Burns
RequesterI had an agent in my office ask for this yesterday. I think this would be a great feature to be able to choose past clients or even link to your Google Contacts.
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