QuickNote is even BETTER!
As you know by now the new QuickNote feature in the Referrals List page is a hit! Many have commented on how helpful it is. Now it is even better!
Now when you click the “N” for the record in the Referrals List grid, the QuickNote page opens and allows you to edit the DATE field if needed (it defaults to current date/time), an there is a new SUBJECT field where if you want to add a Subject you may!
Many are using the “N” QuickNote to Copy/Paste portions of emails they receive knowing that ReloSpec will automatically insert the HTML special characters to keep your message formatted properly and easier to read.
November 3, 2011 at 1:52 pm
Wonderful! Thank you!!
November 3, 2011 at 4:51 pm
Wow, copying updates from agent emails is now a cinch! Less time, less key strokes ~ you really improved our productivity with this one!!