New Agent Table Update Button in Settings

September 29, 2015 — relospec

A few weeks ago we added new fields to the Agents table that contain the entries found in the Agent Languages, Agent Training and the Agent Areas Worked tables.  This makes is simple to search for the correct agent based on those items, plus Notes and many other fields.  The reaction has been great because those same search features were extended to the ‘Lookup from Agents table’ link in the Client List page!

For those ReloSpec users who were already using the Languages, Training and Areas tables, the issue became how to get the information from those tables into the new fields.  For the SEARCH feature to work the information from the various tables must be entered into the corresponding Agent table field.  That is done manually each time you select an agent in the Agents page, click one of the buttons for Languages, Training or Areas and click the ‘Return to Agents’ button.

But, what if you have multiple settings for many agents?  The solution is now available!  From the Main Menu, click Settings then click the ‘Update Agents Areas, Languages and Training’ button near the bottom of the page.  A new page will open.  Click the BEGIN button and ReloSpec will automatically update all 3 fields for Languages, Training and Areas Worked for all your Agents!  This utility only needs to be run one time for each database, but if someone runs it multiple times it won’t matter.

Once the new utility has been run all your agents will have the fields updated and you may easily search for the right agent based on a wide variety of settings including Languages, Training, Areas Worked as well as by Office, Notes and other settings.

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Finding the Right Agent Just Got Much Easier

September 10, 2015 — relospec

Need to find an agent who works in a certain area, speaks a certain language and has the proper training?  It is now much easier to find just the right person!

ReloSpec has always had the ability to track Areas Worked, Languages and Training for individual agents.  The problem has been searching across the various tables of agent information.  Now, ReloSpec stores the data in new fields in the Agents table and allows you to search across all the fields while in the ‘Lookup from Agents table’ link!

In the AGENTS page you still have the buttons to edit any of the 3 tables (Areas Worked, Languages and Training).  The difference is that now when you click the ‘Return to Agents’ button an alphabetic list of the contents is entered into the proper read-only field in the Agents table.  This solves two problems we have had in the past; the ability to easily edit the contents of the field and the ability to quickly search across the various tables to find the correct agent.

Each time you click ‘View Languages’ you can edit the languages the agent speaks.  When you click the ‘Return to Agents’ button the languages you have chosen are entered into the corresponding Agents table field.  The same process applies to the ‘View Training’ and ‘View Areas Served’ buttons on the AGENTS page.

After you have selected an agent in the AGENTS page grid, look just below the grid to view the Areas Served, Languages and the Training for that agent.

And, the same search capabilities have been added to the ‘Lookup from Agents table’ link in the Client List page.  So now when you need to lookup the correct agent you can search across all the fields and tables for all agents!  You can even combine multiple items within a search field.  Say you need someone that works in either “Bellevue” or in “Papillion”.  Just enter “Bellevue or Papillion” in the Areas Worked field and it will find agents who work in either place.  You may also use the word “and” in the same field so you could enter, for example, “Bellevue and Papillion” and it would find the agent (or agents) who works in both.

These new features are in your ReloSpec database today.  For those who have already been using the Areas Worked, Languages and Training tables all the data is still there.  As of today however, getting the records from the 3 tables into the new Agents table fields is done for each agent individually which is a tedious process.  Within the next few days watch for a new button to be added to the SETTINGS page that will perform that function for you for all agents.

If you’re just getting started with the Areas Worked, Languages and Training tables, start by going to the SETTINGS page, click the button for ‘Agents: Areas Worked’ and enter the various work areas for your area.  This will create the list of areas to be used while in the Agents table.  The same goes for ‘Agents: Languages Spoken’ and ‘Agents: Training Classes’, also found in the SETTINGS page.

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

Popular Webinar: New AP Button and Synchronized Records

September 3, 2015 — relospec

We had such a great response to the first webinar we did last week, we’re going to repeat it for those who missed out.  Please join us next Tuesday, September 8th!  The webinar will cover two very important topics; the new AP button and the synchronizing of records between ReloSpec databases.

Action Plans have been proven to save tons of time when managing records in your Client List.  Recently the AP button was added to the grid and the Action Plans feature has been enhanced.  The webinar will help you understand how to setup and use this time-saving feature.

There has been much discussion lately on synchronizing records between ReloSpec users.  People avoid re-entering data and they receive updates automatically from broker to broker referrals.  During the webinar we’ll discuss this new feature and how to make it work for you.

The webinar is next Tuesday at 10:00AM Central.  Click here to register for the webinar.

Posted in 411, ActionPlans, Importing, New Features. Leave a Comment »

New Form: AutoAssign7

September 1, 2015 — relospec

Do you need to send an assignment to the agent and show the Referral Fee 1 Percent and the amount of increase for the agent?  Use the AutoAssign7 form to do this.

Let’s say you want to show the agent that the Referral Fee Percent is 30% and there will be an increase of $100 up-charged to the agent.  Enter “.30” in the Referral Fee 1 Percent field in the Closing Page and enter “100” in the Referral Fee 3 Amount field.  When you open/send the AutoAssign7 form they will be formatted properly and display as “30% plus $100”.

There are many versions of the AutoAssign forms.  Open the FORMS page, click the ‘All Forms’ radio button and review to see which are best for your needs.

Posted in 411, Forms, Tips & Tricks. 1 Comment »