ReloSpec411

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 www.MyReloSpec.com 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’.

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.

Enjoy!