For those of you who are sending forms manually and need a note entered that documents what was sent and when, ReloSpec has the answer. That is, for two forms to begin with. In the past we have always recommended using the AutoPilot to send forms so that ReloSpec would document what was sent and when. And, using an Action Plan is still the fastest way to insert a new AutoPilot item, even if it is for just one item.
But now, when you click FORMS, and select either the ‘Accounting Sheet Details’ or the ‘Outgoing Information Sheet w/Ack’, ReloSpec will insert a note into the Referral record with Who sent which Form to Whom. All you do is open the form, insert an email address and SEND!
It is possible we will add this feature to more forms as they are requested. Please let a member of the ReloSpec Team know if there are additional forms that should be considered to have this additional feature.
August 28, 2014 at 5:21 pm
love it – looking forward to it on all forms!!!
August 28, 2014 at 5:24 pm
Would love to get it for Incoming Information Sheet-B!!! We use this form every day. Thanks.