Contacts

Posted 3 months ago by SkySlope Support

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SkySlope Support Admin

Created By Bill Burns

Requester

Agents would like to be able to choose contacts from previous files when starting a new forms file.

0 Votes

7 Comments

SkySlope Support posted 3 months ago Admin

Created By Tracy Hare

Requester

Still on the roadmap? This seems like an absolute necessity.

0 Votes

SkySlope Support posted 3 months ago Admin

Created By Prod Squad

Agent

Hi Marlene!

Charleigh from the Product team here at SkySlope. Thank you for reaching out! You can update a contact that has already been entered in your Directory. Check out this gif on how to access the directory:

(Home --> My Account --> Directory --> Select contact that you'd like to edit)

For a quicker reply on questions in the future, please feel free to reach out to our Support team anytime! They can be reached via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.

Thanks again and have a great day!

0 Votes

SkySlope Support posted 3 months ago Admin

Created By Marlene Ritzman

Requester

Where do you go to update a contact that has already been entered?

0 Votes

SkySlope Support posted 3 months ago Admin

Created By Ethel Dale Doll

Requester

Yes, having contacts pop-up when filling forms is a must. It seems to me that we used to have contacts pop-up when we started typing in a form field, then we could choose from the list of contacts...

0 Votes

SkySlope Support posted 3 months ago Admin

Created By Andrea Caballero

Requester

This would be a huge time saver. Having to re-enter the same title companies, realtors, lenders and buyer/sellers is time consuming. This would be a blessing!

0 Votes

SkySlope Support posted 3 months ago Admin

Created By Becky McBride

Requester

This would be a great feature!!!

0 Votes

SkySlope Support posted 3 months ago Admin

Created By Prod Squad

Agent

Hi Bill!

Charleigh from the Product team here at SkySlope. Thank you for reaching out and providing us with this feedback! Contact management is something that is currently on our radar. I went ahead and documented your request and we'll also monitor this post for upvotes and comments.

Have a great day and happy SkySloping!

0 Votes