Import Directory contact into Forms File contact

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Meg Slimp

Requester

I have contacts in my directory that I access via Skyslope / Name / My Account / Directory.  When I am in Forms and adding a contact to a File, there is no option to import the contact from my directory.  I would like the option to import my Directory contact into my Forms File under the File Details / Contacts section.   

Thank you.

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SkySlope Support posted about 1 month ago Admin

Created By Jill Robinson

Requester

Forms: When you put a contact in it should be saved so you only need to input once, just like skyslope. and it should sync to skyslope, once you put in forms, when you turn it into a file it should be in the same directory

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Meg!

Kylee from the Product team here at SkySlope. Thank you for providing us with this feedback! Improving contact management in Forms is currently on our team's roadmap. I've documented this feedback for the Forms team to review, and we'll continue to monitor this post for any upvotes and comments.

Have a great day!

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