Fields to add to Referral Agent Box

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Kara

Requester

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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SkySlope Support posted about 1 month 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?

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