New “Re-Send” button added to the Tickler page

May 7, 2010 — Happybodyfood

A new button has been added to the Relocation Specialist Ticker page that allows the user to quickly re-send an update request to an agent. 

Now, when viewing the Tickler page, each record where the Activity = “Response” (meaning you are waiting for a response from the agent) there is a “Re-Send” button. 

Clicking the button will add the record to the AutoPilot page and allow you to re-send the update request or whatever form was sent originally.

Using the Re-Send button is a good way to re-send the request when the agent takes longer than expected to respond.

Posted in 411, Tickler, Tips & Tricks. Tags: . 3 Comments »

3 Responses to “New “Re-Send” button added to the Tickler page”

  1. Denise Richards Says:
    May 17, 2010 at 8:38 pm

    Like this! Great time saver.

    Reply
  2. jensheps Says:
    May 17, 2010 at 8:41 pm

    Thanks Denise, this was a client request and we love it too!

    Reply
  3. sandy Says:
    May 18, 2010 at 9:43 pm

    Is there any way to add to the referral comments section a field to check(check box) if you have updated Cartus files? When I have to cut/paste and then add a note so that others know it has been done – takes too many steps…

    Reply

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