Agents would like to be able to choose contacts from previous files when starting a new forms file.
0 Votes
7 Comments
Sorted by
S
SkySlope Supportposted
3 months ago
Admin
Created By Tracy Hare
Requester
Still on the roadmap? This seems like an absolute necessity.
0 Votes
S
SkySlope Supportposted
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
S
SkySlope Supportposted
3 months ago
Admin
Created By Marlene Ritzman
Requester
Where do you go to update a contact that has already been entered?
0 Votes
S
SkySlope Supportposted
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
S
SkySlope Supportposted
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
S
SkySlope Supportposted
3 months ago
Admin
Created By Becky McBride
Requester
This would be a great feature!!!
0 Votes
S
SkySlope Supportposted
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.
Created By Bill Burns
RequesterAgents 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
RequesterStill on the roadmap? This seems like an absolute necessity.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi 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
RequesterWhere 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
RequesterYes, 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
RequesterThis 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
RequesterThis would be a great feature!!!
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi 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
Login or Sign up to post a comment