When Both Listing & Sale is selected as the TYPE, the details for the agent representing the other side should auto-fill based on the primary agent selected when creating the transaction.
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SkySlope Supportposted
3 months ago
Admin
Created By BHHS California Properties HSOA
Requester
For us, due to our internal processes, we would like it to auto-fill rather than not be required. We do have other issues with the contacts tab. I have a separate request that I created 6 months ago to allow us to delete additional buyer/seller contacts if there is an error. Sometimes "add new buyer/seller" is accidentally clicked and we cannot delete that OR in other cases there is a change to the deal which would require us to remove a buyer, but we cannot. It seems that we should be able to delete those extra added fields, and a record of the deleted names, etc should be kept in the log, along with who deleted the contact (IE: "Additional Buyer Contact, John Smith, deleted by Lea Bryan on 10.2.19 at 2:31 pm).
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S
SkySlope Supportposted
3 months ago
Admin
Created By Jessey
Requester
Hey there,
Thanks for taking the time to provide us feedback. If you are representing both sides of the deal would you rather the information auto-fill or not be required at all? Do you have any other pain points with the contacts tab of your property file? I look forward to hearing back from you!
-Jessey, SkySlope PM
0 Votes
S
SkySlope Supportposted
3 months ago
Admin
Created By Iris Williams
Requester
Right, when you select both listing and sale it should auto-fill.
Created By BHHS California Properties HSOA
RequesterWhen Both Listing & Sale is selected as the TYPE, the details for the agent representing the other side should auto-fill based on the primary agent selected when creating the transaction.
0 Votes
3 Comments
SkySlope Support posted 3 months ago Admin
Created By BHHS California Properties HSOA
RequesterFor us, due to our internal processes, we would like it to auto-fill rather than not be required. We do have other issues with the contacts tab. I have a separate request that I created 6 months ago to allow us to delete additional buyer/seller contacts if there is an error. Sometimes "add new buyer/seller" is accidentally clicked and we cannot delete that OR in other cases there is a change to the deal which would require us to remove a buyer, but we cannot. It seems that we should be able to delete those extra added fields, and a record of the deleted names, etc should be kept in the log, along with who deleted the contact (IE: "Additional Buyer Contact, John Smith, deleted by Lea Bryan on 10.2.19 at 2:31 pm).
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Jessey
RequesterHey there,
Thanks for taking the time to provide us feedback. If you are representing both sides of the deal would you rather the information auto-fill or not be required at all? Do you have any other pain points with the contacts tab of your property file? I look forward to hearing back from you!
-Jessey, SkySlope PM
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Iris Williams
RequesterRight, when you select both listing and sale it should auto-fill.
0 Votes
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