Searching Previous Clients when Entering a New Listing

Posted 29 days ago by SkySlope Support

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S
SkySlope Support Admin

Created By Dana Santerre

Requester

When entering a new listing in SkySlope, you used to be able to search previous contacts and select any previous clients to have their phone number, email, address, etc. added to the file. Now when entering a listing, you have to enter the client's information every time, even if it is in your SkySlope's contacts. Please add this ability back. It was another SkySlope update that created more steps. Once the SkySlope file is created, you can search contacts to add things like previously used closing attorneys, agent's on other sides, etc. 

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S

SkySlope Support posted 29 days ago Admin

Created By Prod Squad

Agent

Hi Dana!
Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! We have not made any recent changes that would have removed this ability, if you are having issues with searching clients in your directory, I would recommend reaching out to our support team! They're available via chat, via email at [email protected], or via phone at 1-800-507-4117.
Thanks again and have a great day!

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