Scheduled Reports & Agent Access; Need Help?

Many new features have been added lately and you may be wondering how you’re going to get things setup.  Need a helping hand?  Why not let the ReloSpec Team help you get started?

Agent Access
Let us know which agents you want to have their own Read-Only access to their records and we’ll create the IDs/Passwords.  We’ll email the list back to you and you can let the agents know.  Then, they can login to anytime, view their records, provide updates and send new referral records to you 24/7.  You can change their IDs/Passwords anytime or delete them from your Users table as needed.

Scheduled Reports
It’s as easy as 1-2-3.  Send us a list of 1) Which Report goes to 2) Which Email Address(es) and 3) When To Send and we’ll set up the first ones for you.  Need help selecting the right report(s)?  Let us know and we’ll help.  Send a copy of the current ‘final’ report you’re using and we’ll match it to the ReloSpec report that best fits your needs.

Let us know how we can help you!

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