Action Plans for Multiple Records

Autopilots can be created for a group of referrals.  If you receive a group of referrals and want to wait until they are all entered or imported to set up your autopilots, you can do this through an action plan.

  1.  Set up your action plan to include any autopilots you want to send out, or any ticklers you want for those records.
  2. Use the search feature to search out the group of records you want to add the action plan to.  You can search by date or date range, by referral type or any other common field that those records possess.
  3. Once the search is completed, click on the todo’s and go to your action plans.
  4. Pick the action plan that you want to use for those records that were searched and scroll down to the second “add now” button and click it.
  5. This will add that action plan that you have chosen to all of the records that were in the search group.

There are webinars given about twice a month about action plans and how to create them.  The list of webinars are located on the Main Menu.

Printing Reports, Print Settings

If you want to print a form and it does not print on a single page, a few simple adjustments need to be made. 

  1.  Pull the form up in ReloSpec and go to your tool bar at the top of the page- then press file.  Depending on the version of office that you have, you will do one of the following two things.
    1.  If you press preview and you have a tab that will allow you to change the percentage of your print then you can click on the tab and change the percentage to one that will reduce the print to a single page.  If you have one that says “shrink to fit”, that will automatically adjust it.
    2. If you do not have the tab in the print preview then you should go to page setup under the print option.  Here you can adjust your margins to fit more on a page.  You can go as low at .10 if you need to.

   Once your print options are adjusted they will stay like that for future printing.

My Calendar’s Are Not Working Correctly?

Using Calendars in Relospec


In ReloSpec you have the option of clicking the calendar and picking date on the calendar or actually typing in the date that you want to use.

When using the calendar you must have the program JAVA downloaded on your computer.  Java interacts with many internet programs so that you can view and run the sites better. Many computers come with that program already installed.  If your computer does not have Java installed you can  go to the web site and download the free copy of Java.  

It is recommended that you keep your java updated and run the latest version of the software.  If you find that your calendar’s were functioning properly but no longer are, please download the latest version of Java.