Enhanced Broker Center Access

April 16, 2015 — Happybodyfood

For those ReloSpec users who have the Broker Center Copy/Paste feature, the process of opening the ‘post’ page just got much easier!  Broker Center is the Cendant Mobility database used by Cartus members to track referrals.  The ReloSpec ‘Copy/Paste’ feature provides the ReloSpec user the ability to copy records from Broker Center and paste them directly into their ReloSpec database.  No more re-entering data!

In the past, when the user clicked the ‘Broker Center’ button you had to login separately to the page where you paste the record.  That step has been eliminated.  Now, just click the button and you’re ready to paste the Broker Center record!

Plus, when the record is pasted into your ReloSpec database, the MgrConsultant’s name will be automatically inserted into the new record.  There are additional automatic features that, while not new today, they may be used to automatically change Cartus’ Referral Type and Referral Status to the settings you prefer.  Those are setup in the Settings, Referral Types page under ‘Alternate Referral Type’ and in the Settings, Referral Status page under ‘Alternate Referral Status’.

Now, getting records from Broker Center is quicker and easier!

If you are using Broker Center and would like to try out the improved copy/paste feature for free for 30 days let us know.  The beginning rate is $690/year which enables all your ReloSpec users to access the feature (not $690/user) and for a limited time we are waiving the $390 setup fee!  Send an email request to info@prosws.com and we’ll get you setup.

Posted in 411, Broker Center Import Feature, Cartus. Leave a Comment »

Need to Know if an Agent Hasn’t Responded?

April 14, 2015 — Happybodyfood

The ‘At A Glance’ dashboard has been enhanced and now displays the number of records where the agent hasn’t responded within your set time.  Let’s say that when you email an assignment to an agent using one of the AutoAssign pages, you want to know if the agent hasn’t responded within, say, 60 minutes.  Now, ReloSpec will let you know!

From the Main Menu, click Settings, Users, select a user name and click the pencil.  In the new field labeled ‘Agent Past Due Time Limit’ enter the number 60, or whatever number of minutes you want, and click UPDATE CURRENT RECORD.

Now, whenever you refresh/update the Clients List page, ReloSpec will check to see if any of your Responses you’re waiting on exceed the time limit.  If they do, they will be included in the count.  And, when you click the new At a Glance… link the Tickler page will open and you’ll see which records are included.  In this case it is filtering for any Task (To Do) record where the Activity = “Response”, and the MgrConsultant is the you, and the form that was sent was one of the AutoAssign forms and the time limit has been exceeded.

You can even select the record in the Tickler page list, leave the page open, return to the Clients List page and click the ‘Quick’ navigation button and have that record instantly selected in the grid.  You can click the pencil and change the agent or re-send the request or whatever is required.

When it is essential that the agent respond within a certain number of minutes, this new feature will display the records that require your attention.

 

Posted in 411, New Features, Tickler, Tips & Tricks. Leave a Comment »