Enhanced Mobile Mode

Many ReloSpec users have used the ‘Mobile’ mode to view/edit records on their phone.  Thanks to suggestions from members of our Customer Advisory Boards we have greatly enhanced the ‘Mobile’ mode which may now be used on your phone or desktop.

The enhanced Mobile mode is the first step towards the ReloSpec ‘face lift’ planned for this page later this year.  The whole idea is to make things simpler and more efficient.  It all begins with the checkbox for ‘Mobile?’ when logging in.  If you access the login page on your phone, ReloSpec will recognize you’re using a phone and will default to ‘Mobile mode’.

 

Using your desktop when you login, click the checkbox next to ‘Mobile?’ then click the ‘Log In’ button.  After a brief (1 second) delay you will be automatically taken to the Mobile version of the Client List page.  The ‘Mobile’ page contains most of the features of the ‘Classic’ version but is cleaner looking and less confusing to new users.

Features of the Mobile version include:

  • ‘Call to action’ buttons at the top of the page
  • Your company name (branding) at the top-right of the page
  • The most-often used buttons at the top with ‘Other options’ droplist
  • The grid now displays up to 30 records instead of 6
  • The Notes and Tasks are still displayed below the grid
  • Clicking ‘Add New’ will open the newer ‘Express’ form which includes the Action Plan choices in the droplist at the bottom of the page. Using this form will insert the new record, schedule the Action Plan items and send the AutoPilot(s) with just one click!
  • Clicking the ‘Reports’ button will open the newly-formatted Reports page with reports arranged in logical sections. (You may still view the classic list of reports by clicking ‘View all reports’
  • The AutoPilots, Responses and Import buttons display the total number of each. If any of the buttons is > 0 you’ll know to click the button and process the records.

The grid shows the most popular fields, and includes the envelopes by each name allowing you to quickly send an email as needed.

We hope you enjoy using the upgraded Mobile version.  And remember, it’s not just for use on your phone!

Update on ReloSpec Emails

As we stated in the April 5th blog we are in the process of upgrading our ReloSpec email services.  Now that the groundwork is complete we are applying the upgrade to the first set of email pages which include those generated by clicking the envelope icons on the Client List page. This week we’ll begin applying the changes to the popular ReloSpec forms including AutoPilot, AutoUpdate, AutoAssign, Referral Submit and others.

All upgraded emails will include your Company Name which will be inserted in front of the FROM: email address which is notify@relosoftware.com.  That way your recipients will know who it is coming from.  For example, if the email is coming from Susie at ABC Realty the FROM: will have “ABC Realty <notify@relosoftware.com>”.   What will display in the Inbox is just “ABC Realty”.

In ALL cases when the recipient clicks REPLY, the sender’s exact email address will be inserted automatically.  So, even though the FROM: is “ABC Realty <notify@relosoftware.com>”, when the person clicks REPLY: the TO: field will have something like “Susie@ABCRealty.com” -just as it has always worked.

Since we’ll be inserting the Company Name in the FROM: field, some may want to shorten what will appear.  This is not required, but is suggested.  For those customers affiliated with Berkshire Hathaway HomeServices [My Company Name] this may be especially true.  Changes may be made in the SETTINGS, USERS table.

Remember that you may also add language to the SUBJECT line, such as “Hello from Susie at ABC Realty”.  That may help if you want your email recipients to have additional info.

IMPORTANT: For now, DO NOT include more than one email address at a time in the same field.  You may have one email address in the TO: field and one email address in the CC: field and one in the BCC: field, but for now having more than one in any of the fields will prevent the email from being delivered.  This will change in the next couple weeks, but for now just include one email address in each field.

 

Improved Delivery of ReloSpec Email

We all know that spam is a fact of life on the internet, and while major email service providers have made enormous strides over the years in identifying those unsolicited messages from your long lost aunt who is stranded on a Pacific island and needs funding to get home, some of those filters can be very aggressive, leading to delivery problems for legitimate e-mail messages.  ReloSpec Cloud is no exception when it comes to the possibility of delivery issues.

One of the ways applications maximize the chance for successful delivery of a message is to make use of what’s called an authenticated domain, where, essentially, the “server is known to match the sender”.  This is an industry best practice, and ReloSpec Cloud now has a way to honor this best practice by partnering with Mailgun, a reputable and well-regarded, enterprise-strength e-mail service.  The authenticated domain we’ll be using is relosoftware.com. 

What does this mean for you?  Really, it’s not that big a deal, but there are a couple things you should be aware of.  Whether you use Outlook, Gmail, or a different mail client, messages coming from ReloSpec Cloud will be coming from notify@relosoftware.com.  It will probably look a bit like what you see here.

What this means is that any rules you have set in your inbox that reference a previous “from” address will no longer be in effect.  You might wish to reset such rules.

Aside from that, nothing changes. When you hit “Reply” to one of these messages, your email client will recognize the “Reply-To” in the incoming message.  This is the address of the person that actually sent you the message.  You can reply as usual be on your way.

The conversion to this new method will begin the week of April 9th and continue through May 1st.  The benefits we can all expect to see: improved rate of delivery, and much more insight into what delivery problems do exist, if any.

Please let us know if you have questions or concerns. We will keep you updated!

 

Announcing Customer Advisory Boards

In the effort to address specific customer needs and build value-added features into the Relocation Specialist (ReloSpec) software, we are now forming ‘Customer Advisory Boards’.  Members of each specific board will help identify those features that may be unique to that group, be given an opportunity to beta new features, and review new design options.

We are planning to have these groups separated by affiliation so we can better understand and address your specific needs.  The groups are:   1) Berkshire Hathaway HomeServices and Real Living brokers, 2) members of the Cartus broker network, 3) members of LeadingRE, as well as, 4) a general Relocation Director group.   The Boards will meet once a month for about 30-45 minutes over the Internet.  Board members will help determine the best date/time to meet.  The suggested time is 11:00 Central time on either a Tuesday, Wednesday or Thursday.  Representatives from Constellation Web Solutions, the owner of the ReloSpec software, will conduct the first meeting though future meetings may be conducted by board members.

If you would like to volunteer to serve on one of the Customer Advisory Boards, please let us know.  You may CLICK HERE to submit your name and suggested meeting time(s).

We look forward to working with you to bring time-saving solutions to the ReloSpec software.

Upgrades in the Works: Part 2

The design work continues with the ReloSpec software and our emphasis on the Client List page.

Today we’re addressing the ‘Quick Reference‘ section of the Client List page.      We want your input!  What are your thoughts regarding the items listed under ‘Quick Reference‘?  Please take a few minutes to complete the survey.  Click here to take our QUICK REFERENCE section survey.

Last week we asked you about the ‘At-A-Glance’ section and your responses were fantastic!  More than 40 of you completed the brief survey and we learned a lot about what’s important to you.   Those of you that sent a response we are going to send you an additional message with more detailed questions about the sections of AT A GLANCE that you utilize.   We are not wanting to remove functionality, but we do want to reorganize the layout to include a top menu bar like you see on the Main Menu page.

Thank you for all your help!

Upgrades are in the works, and How You Can Help

As you have noticed the ReloSpec Main Menu page has changed with the addition of a simple menu bar.  The design change for the main menu page is temporary as we gear up for a complete overhaul.  Expect ReloSpec to not only look clean and modern but it will be easier to use and much more efficient.

We’re very excited for the upgrades that are planned.  And, that is where you come in!  We want your ideas and suggestions for ReloSpec.  We will be addressing the Client List page first.  That is where many of you spend most of your time and we want to make your ReloSpec experience much better.

We have separated the page into four sections which we’ll identify today.  They are the ‘At-A-Glance’ section at the top of the page, the Quick Reference links on the left side of the page, the navigation buttons above the grid and the grid itself where the referral records are displayed.

The At-A-Glance section is one we’ll address first.  Our thought is to remove it from the page.  Some of the links currently there would be either displayed on the Main Menu page or be available on the new menu bar or removed altogether.  We want to know if you regularly use the At-A-Glance box.  If so, what features do you like and which ones are not necessary?

We have a short survey (2 questions + comments) we want you to take to provide your feedback.  Here’s the link.

In future blogs we’ll address the other sections.  Here’s a preview of what we’re thinking.  You’ll be given a chance to share your ideas in future short surveys.  The Quick Reference links  and the navigation buttons will be removed from the left side of the page and replaced by a convenient menu bar.  The grid will be where the bulk of the changes will appear with clean, tabbed pages.  More coming soon!

Meeting with Real Estate Digital (R.E.D.)

We had a great meeting with our Constellation Software partner, Real Estate Digital (R.E.D.) yesterday.   We are looking at ways to integrate more sources into ReloSpec and would like your input.

As you may know ReloSpec can receive leads from LeadingRE’s Xchange, certain broker’s websites, broker-to-broker referrals and a few other sources.

Which lead sources would help you by integrating with Relocation Specialist (ReloSpec)?

Let us know, by going here.