Contacts 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 Supportposted
3 months ago
Admin
Created By Valerie Ayala
Requester
Yes, 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).
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.
0 Votes
1 Comments
SkySlope Support posted 3 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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