I recently imported a CSV however the spouse or secondary names and contact were not included and there is no way to add them other than to create a new client. Just wondering if this feature will come available?
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SkySlope Supportposted
10 months ago
Admin
Created By Prod Squad
Agent
Hi Tiffany!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out! Couple of questions for you -
Can you please clarify what you mean by "secondary names"? Are you referring to when there are 2 buyers on a transaction, for example?
To confirm, is the second contact not importing at all or just not as desired?
Is the desired outcome to import contacts as a group from the .csv step?
Would you be open to speaking more with our team on this topic in the future?
Looking forward to your reply! Thanks again and have a great day!
Created By Tiffany McLellan
RequesterI recently imported a CSV however the spouse or secondary names and contact were not included and there is no way to add them other than to create a new client. Just wondering if this feature will come available?
0 Votes
1 Comments
SkySlope Support posted 10 months ago Admin
Created By Prod Squad
AgentHi Tiffany!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out! Couple of questions for you -
Looking forward to your reply! Thanks again and have a great day!
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