Scheduled Reports; Now Send on Any Day of the Month

By now many of you are using the AutoPilot to build your Scheduled Reports that are sent to Brokers, Office Managers, Agents and others.  On the designated date, AutoPilot sends an email with a link in the body of the email.  The receiver opens the email, clicks the link and opens the report.

The Scheduled Reports that are sent using the AutoPilot save time because you don’t have to generate the report(s) or send them to whoever needs them.  AutoPilot does that for you!

But, what if you want to repeat the AutoPilot on a certain day of the month?  How can you ensure that your monthly Office Manager reports go out on the last day of the month?  Or the third of every month?  Or any day you select?

There’s a little trick to making this happen.  When completing the AutoPilot in the ToDo page, do the following.  Use the calendar to select the date you want the AutoPilot containing the report to go out the first time.  Select ‘Repeat’ = YES.  In the field for ‘Repeat in How Many Days’ enter a “12” plus the date you want it to repeat.  For example if you want it to repeat on the third (3rd) of every month, enter “1203”.  If you want it to go out on the 15th of every month, enter “1215”.  If you want it go out on the last day of every month, enter “1231”.

We all know that some months have fewer than 31 days, but ReloSpec is smart enough to make the adjustment.  If you enter “1231” and the next month is February, it will be scheduled for February 28th, but then in March it will be scheduled for the 31st.

Let us know if you need help building your AutoPilot Scheduled Reports.  It’s really a matter of knowing:

  1. Which report to send,
  2. Who you want to send it to, and
  3. When you want to send it

We look forward to helping you use this great time-saving feature!


Add Images To Your Expenses; Let Corporate Users View/Approve

For those using the Images option there is a new feature you’ll find very handy.  Now you can tie the image to a specific expense.  Let’s say you have uploaded a receipt to the Images table and want it associated with a specific expense.  Just click the record for the expense, click the new Browse button, view images uploaded just for the one referral record your working on and select the one you want!

And, from the Expenses page you can simply click the image link in the grid and Preview the image.

But, there’s more.  Let’s say you have a Corporate client that needs to approve expenses.  Now the Corporate client can login to using the ID/Password you assign, select the employee record, click the (new, coming this week) EXPENSES button, view the image (ie. receipts, whatever), and click the ‘Approve’ field to YES.  The [Approve] field is the ONLY field that the Corporate user can update.  All other fields are Read-Only.  The field will be updated and you’ll automatically get an email letting you know the expense was approved!

Speaking of Corporate users, the ‘Referrals List’ page is being changed to appear more as a “branded” page for your company.  Instead of “Referrals List” the heading will be the name of your company, and your company logo will be inserted in the upper-left corner of the page.

We hope you ‘Approve’.

Responses Page; ‘Forward To’ Field Enhanced

As you probably know the Responses page allows you to view the responses coming back from agents and other contacts.  You have the chance to read the response then “process” it which moves the response into the Notes table for each referral record.

One of the great features is that if you click the pencil before “processing” the response there are a number of things you may want to do such as edit the spelling within the response, update the Referral Status or use the ‘Forward To’ field to select a person to whom you will forward a copy of the response.  In one quick step you can make the changes if needed and select the person to forward the response to.

But, what if you want to forward the response to more than one person?  Or, you want to insert an email address that isn’t in the droplist?

The new feature allows you to simply click the corresponding button for whoever is to receive the forwarded email.  And, since it is now an open field you can enter additional email addresses, separated by a semicolon.  You now have up to 100 characters available in this expanded field.

By using this new feature you can save time by quickly editing the response, making updates to Status and other settings as well as use the ‘Forward To’ field to identify those who will receive the emailed update.


New Web Seminars for September

New Web Seminars are now available for the month of September and a few are already available for October.  Are you willing to invest 30 minutes to save hours of time each week?  The Web Seminars are a great way to learn those time-saving features you’ve been wanting!

Click here to register for your choice(s) of the Web Seminars