Friday Update

Welcome to the first ‘Friday Update’.  One of the suggestions from a recent Advisory Council meetings was to have a ‘Friday Update’ page to identify all the updates done with the Relocation Specialist software during the last week.

Each week, there are many updates and tweaks that are done with the software.  In the past, most of them were never announced but were often noticed by the more observant users.  We usually blog about the bigger, more noticeable changes, but the ‘Friday Update’ is an attempt to provide a list of all the changes.

There may be subtle changes that you could use that you may not be aware of.  Once you’re aware of them, you may want to use them.  Here is a list of the recent changes, in no particular order.  (Because this is the first ‘Friday Update’ there are a few items from previous weeks.)

  • Images option now allows you to update and store files for Agents and Contacts, independent of Referral records
  • New icons are used throughout the application for all Themes except ‘Classic’.  If you want to change the various color combinations (or ‘Themes’) go to the Settings page, Users, select your name and click UPDATE.  The ‘Theme’ field is on the right column.  You may view sample Themes there so that you can select the right one for you!
  • The Settings page has been rearranged into groups to make it easier to locate the button needed
  • The Clients List (formerly ‘Referrals List’) grid has been rearranged to:
    • Remove the radio buttons at the top of the page (no longer needed)
    • Display Client First Name and Client Last Name in separate columns
    • Combine the Referring and Assigned Agent names into one column  to save space
    • Display the Contact First Name in the Contact Name column
    • Change the layout so that the Email and Text Message icons come after the name(s) to make the names easier to read
    • The links on the left side of the page have been rearranged to include links for a selected Client record in the top group and all others in the bottom group
  • Updated the Agents page to display Notes below the grid (like the Clients page) and the Images below the Notes
  • Updated the Contacts page to display Notes below the grid (like the Clients page) and the Images below the Notes
  • New Report:  ‘Scorecard – Office 5’ was added to remove the Subtype and Color Code, and add the Initiation Date and the Transaction Address
  • New Form: ‘USAA Update Price Quote’ form was added for use by Cartus brokers only.  The link will open the USAA page and when submitted will post the page to USAA

Have a great weekend!

Advanced Reports Are Available

The Relocation Specialist Advanced Reports are once again available. We apologize for any inconvenience caused by not being able to access the reports.

Advanced Reports Temporarily Down

The Relocation Specialist Advanced reports are temporarily out of production. As soon as the issue is resolved another blog will be sent. The Standard reports and all Forms are still available.

We apologize for any inconvenience this causes.

Images Option Expanded to Agents and Contacts

For those of you who have purchased the Images option you now have expanded capabilities.

The Images option has always allowed you to upload and store images, files, BMAs, contracts, whatever you want for a particular Client record.  You could select the Client record, click the Images link and upload the file.  It’s a great way to go paperless!

Now that same capability has been extended to Agents and Contacts.  Let’s say you want to store uploaded copies of agent agreements, contracts, etc., independent of any Client record.  Now you can!  Just select the agent in the Agents table and click the ‘Upload an Image’ button at the bottom of the page.  The same is true for the Contacts table.  Select the record and click the ‘Image’ button at the bottom of the page.

NOTE: Because all your image files are stored in your one company folder, all filenames must be unique.  You may also notice that the Notes for individual agents and Notes for individual Contacts are now visible on the same page, the same as are displayed for Clients.

To see an updated Training Video on the Images option, click here.

If you do not have the Images option and would like to know more, please contact any member of the Relocation Specialist Team.