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Created By Scott Vorhees
RequesterHello:
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?
0 Votes
3 Comments
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentThank you for this additional context, Kristina!
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Kristina M Jones Dodd
RequesterAbsolutely, 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
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi 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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