Friday Update; more Color Codes and Action Plans

This past week, ReloSpec was further enhanced with the following items:

Color Codes added to the Responses page.  Some time ago we expanded the number of available Color Codes for the Client List page, and now we have expanded use of the Color Codes to the Responses page.  Now whatever colors are selected (if any) in the Client List page will now be reflected on the Responses page.

Here is the description of Action Plans we used in the previous Friday Update:

[Action Plans] assign pre-recorded tasks quickly to your referral, and free up hours of your time. For example, let’s say each time you add a new ‘In-Buy’ there are certain tasks you commonly do such as send the AutoAssign form to the agent and schedule your update requests. As soon as ReloSpec sees you have added the new ‘In-Buy’ record it will prompt you to ask if you want to add the tasks from the Action Plan. Click YES and it’s done automatically.

Today we’re adding two new standard Action Plans for you to use.  They are ‘Out-Buy / Active’ and ‘Out-List / Active’.  Clicking the ‘Add Sample Action Plans’ in the Settings page will add these two new ones to your Action Plans table making them available for use under those specific situations (ie. Type = “Out-Buy” and Status = “Active”).  Clicking the button will not duplicate what is already there.  When you click the button ReloSpec checks to see if you already have the Action Plan and if you do it skips to the next one.  If you don’t it will add it.  Action to take: From the Main Menu, click Settings, click ‘Add Sample Action Plans’

 

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