When our accounting department processes referrals, it would be helpful if there was a place to add the additional information needed. I recognize that when you click on Referral Agent, a box pops up where you can type SOME information. Can you please add the following fields to that box:
A search bar to search Contacts (we have agents who we frequently send referral payments to)
Referral Company Name
Referral Company Tax ID
Thank you! Kara
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1 Comments
S
SkySlope Supportposted
3 months ago
Admin
Created By Tyler Smith
Agent
Hi Kara - Tyler Smith the CEO here, I have a couple of follow up questions to your request.
1. I am assuming you are referring to this box https://cl.ly/c27ba9622a91. With that said, for the search contacts, would you like this to be a database of all of the existing companies your agents have referred a deal with previously?
2. Would you like for us to save this for the future so that when you search for an agent all of that information would come from the search?
Created By Kara
RequesterWhen our accounting department processes referrals, it would be helpful if there was a place to add the additional information needed. I recognize that when you click on Referral Agent, a box pops up where you can type SOME information. Can you please add the following fields to that box:
Thank you!
Kara
0 Votes
1 Comments
SkySlope Support posted 3 months ago Admin
Created By Tyler Smith
AgentHi Kara - Tyler Smith the CEO here, I have a couple of follow up questions to your request.
1. I am assuming you are referring to this box https://cl.ly/c27ba9622a91. With that said, for the search contacts, would you like this to be a database of all of the existing companies your agents have referred a deal with previously?
2. Would you like for us to save this for the future so that when you search for an agent all of that information would come from the search?
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