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Created By Jill Eubanks
RequesterContacts and documents are essential when duplicating certain files that involve installment payments, such as those in commercial real estate. However, Skyslope seems to have a weakness in this area. To improve this, I suggest adding checkboxes to the popup window below so that users can select which tabs they want to duplicate. This will make the process more efficient and user-friendly.
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SkySlope Support posted about 2 months ago Admin
Created By Valerie Ayala
RequesterYes, I agree with this request!! I also made this suggestions. the duplications seems to be very different then I am used to especially if 2 agents in the same brokerage represent each party. in my previous transaction management when i had a "Double ended" deal, I was able to pre-set what forms I wanted to go into the buyer file. (ex. contracts, disclosure and reports).
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