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
6 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 6 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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