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Created By Nikki Peterson
RequesterIt would be great if we had the ability to merge contacts in the directory. I just took a look at mine, and I have tons of duplicate contacts and for some contacts I have 2-5 records for them! It seems there are a lot of easy ways that additional contacts can get made for the same person, depending on if you are starting something from Forms, SkySope, or DigiSign. I know when you start a new transaction it gives you the option to search for a contact or create a new one. But when you start a new file in Forms it doesn't give you the option to select a contact - I think that's how my duplicates are getting made. I like to try to keep some order where I can in this business but am hesitant to delete duplicate contacts. The ability to merge them would be great!!
0 Votes
3 Comments
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentThank you for the additional context, Kearstin. This feedback has been documented and we will provide an update once it's available!
Thanks again, and have a great day!
Kallie, Product Operations Team
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Kearstin Reasor
RequesterWe need to be able to access our contacts in forms as well to reduce double entry. Writing multiple contracts for the same clients requires you to reenter their information each time a new form file is created. Same for past clients who you are doing another deal with. I would love to see the contracts streamed lined across the platform so that we can use them in Skyslope, Forms and Digisign without having to reenter client info multiple times.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Nikki!
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. We'll be sure to update you, once available.
Thanks again and have a great day!
0 Votes
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