Skyslope Form - MOST NEEDED

Posted 3 months ago by SkySlope Support

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SkySlope Support Admin

Created By Nick Kerley

Requester

We have a few request please….

Address Book For Saved Contacts
Once a template has been added then the ability to search forms within the template.
Once a template has been added the ability to switch from icon view to list view and sort by alphabetical order or date modified.
Ability to write text in fill locations that only allow for date or currency.
When Addenda or Advisories are selected the forms are automatically added to the forms.
Drop Down Menu of previous populated entries. Example, the Title or Escrow company that has been used used on previous templates can be selected to auto-populate.

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5 Comments

SkySlope Support posted 3 months ago Admin

Created By Christine Hernandez

Requester

I completely agree with this request. It's been two years already.

1. The address book for saved contacts in Forms is needed. The address book is available in Skyslope Suite but NOT in Skyslope Forms. Syncing the two would be beneficial since re-typing contacts every time is time-consuming. Hopefully, this will also allow an auto-population of previously used contacts at the time of creating a new transaction in SkySlope Forms.

2. Also, when Addenda or Advisories are selected, please automize the addition of these forms.

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SkySlope Support posted 3 months ago Admin

Created By Ander Von Anderson

Requester

I need a save progress button. This save as a template is overwhelming each time I need to back out and check another doc etc.

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SkySlope Support posted 3 months ago Admin

Created By Prod Squad

Agent

Hi Ander,

Thank you for reaching out! To clarify, the system will auto-save as you enter information into Forms. You do not need to click the save as a template button. Please feel free to reach out to our Support team anytime and we'd be happy to demo this for you!

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SkySlope Support posted 3 months ago Admin

Created By Nick Kerley

Requester

Any progress on these items?

Most importantly the ability to "Sort" the view of added forms to a file. Its so time consuming trying to find a specific form especially when a template of forms has been added.

I would think this would be a very simple coding item that could be added.

Please help.

Thank you,

Nick

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SkySlope Support posted 3 months ago Admin

Created By Prod Squad

Agent

Hi Nick!

Kylee from the Product team here at SkySlope. Thank you for providing us with your feedback! I think all of these are excellent ideas, and I've documented these points for our Forms team to review. We'll also continue to monitor this post for any up-votes or comments.

Regarding the ability to write text in fields that prompt you to enter a date or currency, were there any forms in particular where you frequently run into this issue? I'd be happy to take a look into those for you.

Looking forward to hearing from you soon! Have a great day!

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