Skyslope Checklist to Forms File

Posted about 2 months ago by SkySlope Support

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SkySlope Support Admin

Created By MORE Transaction Support

Requester

Would be really nice if Skyslope checklist could create a Forms file instead of only being able to create a checklist file from a Forms file. In that same topic, would love if edits made to contacts in Skyslope Checklist also updated Forms files.

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SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Shannon!

Charleigh 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 2 months ago Admin

Created By Shannon Spain

Requester

Excellent idea to have the contacts linked between the Forms side and the Transaction side, so if an email address is changed in one spot, it also updates in the other spot. The supposed plus of using Skyslope is that all the products are integrated; it can be a bit frustrating to find out that inputted information does not always make its way to the other parts of the website. To have to do all of those changes by hand does not save nearly as much time as expected when we made the switch over to Skyslope.

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SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hello!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out! I'll get this feedback recorded for our product management team to review. If we have any questions about your feedback, may we reach out to you directly?

Thanks again and have a great day!

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