There is now a new link below ‘To Do’ on the Referrals List page labeled ‘Action Plans’.
That link will take you DIRECTLY to the Action Plans page and allows you to assign Action Plan Items without stopping at the To Do page first!
This was a suggestion from one of our users and we LOVED IT! Keep the good ideas coming!
Cheers,
The Relocation Specialist Team
ReloSpec411 
March 16, 2011 at 8:22 pm
Love it! Thank you!
March 29, 2011 at 3:11 pm
Just want to say that I am really loving the updates you guys are doing to R/S – thanks for streamlining things! Also like the blog format for popping out update notices. Thanks so much!
April 14, 2011 at 9:38 pm
Thanks for the GREAT feedback!