The [BPO Amount] field has been added to the Referrals List page. This is the same field that is already on the ‘Closing’ page and the amount may be entered in either place.
It has been added to make it more convenient for users to enter the number on the Referrals List page. The field is located between the ‘Home Information’ and the ‘Special Requirements’ fields at the bottom of the page.
NOTE: The amount still needs to be entered as a decimal such as “300000”. Any dollar signs or commas will be automatically stripped off, so if you enter “$300,000” ReloSpec will automatically save it as “300000”. If you enter something like “300K”, when you try to save/update the record ReloSpec will display an error and allow you to change it to an acceptable format.
February 22, 2010 at 4:21 pm
Thanks for this helpful addition! If you enter the BPO amount in the referral record, will it populate the field in the Closing Page and visa versa? That would be most helpful.
February 22, 2010 at 5:12 pm
Yes. The entry for BPO Amount may be made in either location.