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Created By Kristina M Jones Dodd
RequesterWhen emailing from a transaction in Skyslope we need to be able to limit the choices to those who are involved in the transaction.
In Digisign this is already the norm, we have a choice to send to buyer, seller, other agent, etc.
But in Skyslope we can only choose names, not relationships to the transaction.
This leads to confusion, accidentally sending something to the wrong Elizabeth or forgetting to send it to the right one.
It is not uncommon that the agent on the other side is not a single agent, but a team, which requires that you send all copies to all agents plus their transaction coordinator. There should be a way that we can email them easily by simply clicking on "email to agent on the other side" and have it automatically pop up with all other side agents involved and their TC. Same thing with escrow, there should be a place for emailing the escrow officer and assistant with one click.
This would also require that you finally have more than one space in skyslope to add the agent on the other side, currently there is no place to put additional agents other than naming them as other contacts. In today's real estate world, working with a single agent has become rare.
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SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHi Kristina!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! To clarify, are you referring to sending from the Documents tab? Would you be willing to speak more with our team on this topic?
Thanks again and have a great day!
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