Saving Client Contact information in Skyslope Forms

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Deborah Willard

Requester

There needs to be a way to save clients contact info in Skyslope Forms.  In this crazy market there are clients that I've had to write 5+ offers for and each time I have to start all over again by entering my clients information.  This is a big-time waster.  

 

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hello!

We are pleased to report that the ability to save and reuse contacts is now available! Learn more by visiting this link.

Thanks for the requests, and keep ‘em coming! We’re always listening!

- Charleigh, Product Operations

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SkySlope Support posted about 1 month ago Admin

Created By Serif Soydan

Requester
  •  
    John Jaramillo
     
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    Completely agree. The redundancy of constantly having to write repeat customers,  attorneys, loan officers and agents is a constant complaint for our brokerage.

    I agree. So much reduncancy. - Lisa

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Dawn!

Charleigh from the Product Team here at SkySlope. Thank you so much for adding your useful workaround to this thread! Like Kallie said above, if you have any interest in speaking more about contacts with our team, you can schedule a call with this link and we'd be happy to discuss any further feedback!

Have a great day and happy SkySlope!

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SkySlope Support posted about 1 month ago Admin

Created By Dawn Reid

Requester

It is just a workaround, however, if you have Buyer or Seller Templates created you can quickly duplicate them and change the template name to your client's name and then add your client's info on the forms where it would need to go. Once they close you can delete the template.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi John!

Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this additional context. This is currently on our team's radar and we can provide an update to you, once it's available. In the meantime, if you'd like to talk with one of our product managers in regard to this issue you can schedule a call with this link and he'd be happy to discuss any further feedback!

Thanks again and have a great day!

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SkySlope Support posted about 1 month ago Admin

Created By John Jaramillo

Requester

Completely agree. The redundancy of constantly having to write repeat customers,  attorneys, loan officers and agents is a constant complaint for our brokerage.

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SkySlope Support posted about 1 month ago Admin

Created By Tracy Hare

Requester

Absolutely agree with this. Not just for repeat clients, but for other contacts, like cooperating agents.

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SkySlope Support posted about 1 month ago Admin

Created By Deborah Willard

Requester

I'm sure if Skyslope would poll realtors that the majority would like the ability to save their clients contact info for future contracts.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Deborah!

Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and we'll also monitor this post for upvotes and comments.

Thanks again and have a great day!

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SkySlope Support posted about 1 month ago Admin

Created By Jill Robinson

Requester

 Agree Totally how do I vote on this  subject I hope this gets updated sooner than later

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