For all members of the Cartus Network: The new ‘Cartus Affinity Monthly HF’ form and the ‘Cartus Affinity Monthly LST’ form are now available in the FORMS page. They work like the old ‘Cartus New Affinity Bi-Weekly HF’ and ‘…LST’ forms. Forms are emailed to the agent/contact, the agent clicks the link, completes the form and clicks SUBMIT. The results of the form are inserted into the Responses page for your review. And, as with the other Cartus forms, they are formatted in text mode at the bottom of the Responses page for easy copy/paste into Broker Center notes.
But what about all those current AutoPilots that are using the old Bi-Weekly forms? How to change to the monthly form and change the repeat to 30 days? Ha! The ReloSpec Team to the rescue! A special (Cartus only) button is being added to the Utility Settings page that when clicked will search for all AutoPilot records that are not yet Complete and have the old Bi-Weekly HF or the Bi-Weekly LST page changed to the correct monthly report for HF or LST, and change the ‘Repeat’ time frame to 30 days. Just click the button and all AutoPilot records will be instantly updated! (The new button should be there by Thursday, May 17th.)
And while we’re on the subject of Cartus forms, the updated Cartus BMA form is also available. The name of the form has not changed, but the link that is on the page has been changed. So, any AutoPilots you have that include the Cartus BMA form do not need to be changed.
The Action Plans that you may have that schedule the Bi-Weekly updates will need to be changed manually. Select the Action Plan, click the ‘Edit the Action Plan Items’ button, select the record, make the changes and click UPDATE CURRENT RECORD. Then, all future AutoPilots will include the correct form(s).
If you need additional help, please use the Help Desk request page or contact a member of the ReloSpec Team directly or email firstname.lastname@example.org.