Security options, adding an “Access Privilege”

When you add a new user you will see a field call “Access  Privileges“.  Access Privileges are broken down into three levels:

FULL (Default)        Members of this group have access to all areas, including Utility Settings.

MEDIUM        Members of this group have access to everything except the Utility Settings.

LIMITED        Members of this group may not access the Utility Settings, and this group does not have the ADD, DELETE, UPDATE or DOWNLOAD navigation buttons for any of the  Agents or the Contacts pages.  In addition, members of this group may not UPDATE or DELETE any of the Notes once they are entered.

We recommend all users be given FULL access, but we do understand there are situations and circumstances that call for greater control and security and we hope you will find these solutions helpful should you require their use.

Again, “Access Privileges” are located in each User’s Profile in the Users section of the Utility Menu

How do I enter a New Record into ReloSpec using the “Communication Bridge” with Xchange?

  1. When adding a new Referral in Relospec and wanting to sync that referral with Xchange put a check mark in the LeadingRE Sync field on the right hand side of the General Information Section.

LOOKING UP A CONTACT

  1. In the contact section, click the Look-Up by LeadingRE button.  This will take you to a screen in Xchange that will let you choose your contact by state, or LeadingRE member. 
  2. Once this is selected, you can select your coordinator and press “Accept Contact Information and Return to the Referrals Screen”.  The contact fields in ReloSpec will be populated with the contact information.
  3. After all of your information is entered into ReloSpec, press the “add new” button.  While the record is updated into ReloSpec it will also update into Xchange and you will see a “yellow” message at the bottom left hand corner saying “The record was transferred.”
  4. When a note is added into ReloSpec it will also add one into Xchange.  You will see a “yellow” message at the top of the screen saying  “a record is added to Xchange.”
  5. When Closing information is added into ReloSpec a record is also added to Xchange.  You will again, see the “yellow” message saying “1 record was transferred to Xchange.”

What is the “Communication Bridge” for LeadingRe?

We an  “API” which is now called the “Communication Bridge” between ReloSpec and the proprietary database Xchange. LeadingRE Customers who have the API can have records in ReloSpec synchronized with records in Xchange and vice versa.  This works for Referrals and Notes records.

Communication Bridge Users also have a live access to lookup brokers from within the LRE  network.  There is a new link that appears in the Contacts section of the Referrals List page. Instead of looking at their own Contacts table it looks at the live LRE db of Contacts.

How do I Sync from Xchange to ReloSpec?

If a record is put into Xchange the API will also transfer the record to the Import Table in ReloSpec.

Click on “Import” on the left hand side of the referral screen and a list of all Xchange records waiting to be imported will be listed.

 Click on the small box on the left hand side of the records that you want to import and press the “Change Now” button.  You will see the word “true” listed under the import column for all records you want to import in.

Press “click here” to import the records into ReloSpec. 

Close the window and press the reload button to see the records in the grid.

How else might EGRABBER help us?

Egrabber may also be used to import records from other sources including Realtor.com, Century21.com, ERA.com, Leadrouter as well as emails generated by your Company website.

How does EGRABBER work?

A data record from Broker Center is selected and copied into your computers clipboard.  Once on the clipboard we capture the data, put it into ReloSpecs’ format and import into the Import Table of Relocation Specialist.  The records then may be transferred in the Referrals table.

What is EGRABBER?

Egrabber is optional software that works with our web-based Relocation Specialist and Broker Center.  It is a utility that can automatically download referrals from Broker Center to ReloSpec and processes them into your database.

If you are interested in purchasing egrabber please contact Jim, jevans@prosws.com