A new form has been added to the FORMS page in Relocation Specialist named ‘Client Notification of Agent 2 (cc:Assigned Agt)’.
This form is used to notify clients/transferees of the agent assigned for Outgoing referrals. It includes the agent’s phone number(s) and email address.
NEW: Radio Buttons on Import page
There are now two ways of testing records in the Import table for duplicates. When you first open the page it will do a First Name + Last Name check and display possible duplicates. A radio button on the page allows you to do a more in-depth search that compares Names, Phone Numbers and Email Addresses. This second option will take longer to display the results, but may find duplicates not caught by the first search performed when you opened the page.
Now you have a choice while searching for possible duplicate records.
ReloSpec411 