Contact Database

Posted about 2 months ago by SkySlope Support

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SkySlope Support Admin

Created By Sara Love

Requester

A contact database in Forms and Skyslope would be nice. I write a lot of offers for investors so constantly having to add their info to a new file because it is not saved in a database. Same for my info if I created a file with someone else as the owner. I would like for my email and office information to be saved in a database for when I add myself to a file.

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4 Comments

SkySlope Support posted about 2 months ago Admin

Created By Dana Santerre

Requester

I am confused with the directory. We have the directory and have many people added to it and many office shared contacts. However, when creating a new listing file, it always prompts us to use Skye and does not give us the ability to search and select previous clients from the directory. Prior to Skye, you could do so. Now you have to wait until after the file is created and then you can search/add people from your directory.

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SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Sara!

Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request. This is currently on our teams' radar and we will be sure to reach out again once we have an update available!

Thanks again and have a great day!

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SkySlope Support posted about 2 months ago Admin

Created By Sara Love

Requester

I do see it in Skyslope. Thank you! Is there one in Forms as well? That is where I am constantly typing the same people over and over.

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SkySlope Support posted about 2 months ago Admin

Created By Transaction Coordinator

Requester

There is! If you go to My Account (found in the top right corner when you click on your name), and click on Directory, you can save everyone there. We've saved our contacts in there and it's a huge time saver.

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