Pull Email Addresses from File

Posted 3 months ago by SkySlope Support

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SkySlope Support Admin

Created By Scott Vorhees

Requester

Hello:

It appears that when creating an email to send on the documents tab, the autofill does not access the contacts for that file first. If I put in a common name such as David or John, it provides suggested parties to autofill the email addresses that are not associated with the contact list in that file. Is it possible to have the autofill grab the parties in the contact list for that file that match the input first?

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3 Comments

SkySlope Support posted 3 months ago Admin

Created By Prod Squad

Agent

Thank you for this additional context, Kristina!

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SkySlope Support posted 3 months ago Admin

Created By Kristina M Jones Dodd

Requester

Absolutely, I have a large database that has become unmanageable. Too easy to send to the wrong John or Kaitlyn. choice should be limited to those in the transaction

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SkySlope Support posted 3 months ago Admin

Created By Prod Squad

Agent

Hi Scott!
Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback. This is a great idea - I've documented your request and will pass this along to our Product Manager!
Thanks again and have a great day!

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