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.
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…
May 17, 2010 at 8:38 pm
Like this! Great time saver.
May 17, 2010 at 8:41 pm
Thanks Denise, this was a client request and we love it too!
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…