ReloSpec411

How many times have you been in the Tickler or AutoPilot or Resposes page and need to find the record quickly in the Referral List page?  Now you can!  Using the new ‘Quick Select’ button will instantly filter the records and find the one record you need.  From there you can add a Note or ToDo item or make whatever change is needed.  When done, click the ‘Quick Cancel’ button (it’s the same button with a different label!) and you’re right back in the normal mode.

The ‘Quick Select’ button is found among the navigation buttons at the top of the Referrals List page and works with the AutoPilot page of the Tickler or Responses.  It’s different from the ‘View Detail’ button in the AutoPilot and Tickler pages.  The ‘View Detail’ button allows you to view (only) the general info, Notes and ToDo items going back 60 days.  The ‘Quick Select’ button instantly selects the Referrals table record and allows you to make whatever changes/additions are needed.

To use the button, open the AutoPilot page (or the Tickler or the Responses) select a record in the grid, go back to the Referrals page and click the ‘Quick Select’ button.  The selected record will be displayed and is available for whatever action is needed.

We hope you enjoy this new time-saving feature.

Congratulations to Becky Bowman from RealtySouth Relocation.  She has won the new Apple 32Gb iPad 3.  Becky’s name was drawn from the hundreds that were entered from this blog and the three conferences where Relocation Specialist was represented this Spring.

Congratulations Becky!

Two important changes have been made to the AutoPilot page which adds new flexibility.  The default page still works as it always has; you click the ‘AutoPilot’ link and a page opens to display the AutoPilot items that are due to be sent as of today or before.  You may process the items one at a time or click the button at the bottom of the page to send all items.

The first change is that now you can click the SEARCH button at the top of the page and enter a future date in the ‘Cut-Off Date’ field.  This means that if for example it is Friday and you want to send items scheduled for Saturday or Sunday you can.  Use the pop-up calendar or enter the future date manually, apply the filter and send!  This will be helpful if you’ll not be in the database for a few days, but want to send the AutoPilots for those days you’ll be gone.

The second change is that for repeating items, the new repeat date will be from the previous date and not from the date sent.  Let’s say you have an AutoPilot Update Request that repeats every 15 days, the due date is on Saturday and you don’t actually send the update request until you return to the database on a Monday.  With this change, the next due date will be calculated correctly from the previous due date and not from the date it was actually sent.  This way, the repeating update requests will stay on schedule no matter which day they are sent.

These are small, subtle changes for some, but will be a big help for those who need more accuracy for time-sensitive AutoPilot items.

For our Relocation Specialist customers who are members of Cartus, there is one new form and two updated forms that are now available.  This means you can use the Action Plans and/or AutoPilot to automatically send the needed form(s) to agents or contacts.  The forms are:

• Cartus Broker Market Analysis form
• Cartus Contract Cover Sheet and Agent Checklist (New!)
• Cartus Market Update Report form

The Relocation Specialist database will not be available for approximately 30 minutes beginning at 4:00PM Eastern time (1:00PM Pacific) today.  The time will be used to replace a faulty hard drive in one of the servers.

The good news is that because of the way the servers are configured, even though one of the drives has stopped, you are able to continue using the database.  (We have two of everything!)  The bad news is that the team of technicians available to replace the bad drive is not available later in the day.

We apologize for the inconvenience this brief timeout will require.

How many times have you been working on a record in the database and need to send a quick email to an agent or client or contact?  Are you using the ‘Email to Assigned Agent’ FORM???  Just click FORMS, browse to ‘Email to Assigned Agent’ (or to ‘Client’ or to ‘Contact’), write what you want and click SEND.

Not only is this a quick way to get the email out, but Relocation Specialist also automatically COPIES it into the NOTES for that record!  What could be easier?

How did it get better?  Now you can create your own personalized EMAIL SIGNATURE that automatically gets added to your outgoing emails!  Your signature may be as simple as a few lines, or include pictures, links to your website or even a link to an online form for others to submit leads to you!  (This Referral Submit feature to be announced soon!)

Your custom Email Signature is automatically added to any of the 4 ‘Email To…’ FORMS as well as to any of the 25 ‘Custom Letter to…’ FORMS.  To create your own Email Signature, from the Main Menu page, click ‘Utility Settings’, ‘Users’, select your name by clicking the pencil and make your entry in the Signature field.

The Email Signature field uses HTML code to produce your entry in outgoing emails.   To see how to create your Email Signature be sure to click the ‘View Samples’ button to see four different versions.  You can select from very simple to complex, or create your own!

To see the Training Video on creating your Email Signature click here

Today there is a known issue with the routers from our providers controlling access to the Relocation Specialist servers.  We are working to resolve the issue and once again provide fast response times.

We expect to have the issue fixed by later this afternoon.  In the meantime, please continue trying to login and use the database as often as needed.

The optional Referral Submit Form has long been a favorite for allowing agents/contacts to use an on-line form to submit leads right into your Relocation Specialist database.  Now, the Form is even smarter!

When the Referral Submit Form is opened using an iPhone or other smart device the Form detects the device and displays a more compact version which is ideal for the smart phone.  People using normal PC screens will be shown the standard input form.  Either way, once the form is submitted the  record is inserted into your Import table.  The ‘smarter’ Referral Submit Form is a free upgrade for those using the standard form.

Some of our customers add a link at the bottom of their outgoing emails that when clicked opens the Form.  Others have a link on their company website for agents to access anytime.  Click here to see a sample Referral Submit Form.  It will insert your record into the DEMO database.

The one-time license fee for the Referral Submit Form is $295, and it will add $80/year to your annual Maintenance fee.  Let us know (info@prosws.com) if you’d like more information.

QuickNote is even BETTER!

As you know by now the new QuickNote feature in the Referrals List page is a hit!  Many have commented on how helpful it is.  Now it is even better!

Now when you click the “N” for the record in the Referrals List grid, the QuickNote page opens and allows you to edit the DATE field if needed (it defaults to current date/time), an there is a new SUBJECT field where if you want to add a Subject you may!

Many are using the “N” QuickNote to Copy/Paste portions of emails they receive knowing that ReloSpec will automatically insert the HTML special characters to keep your message formatted properly and easier to read.

Enjoy!