New Agent Table Update Button in Settings

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.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: