Upgrades in the Works: Part 2

March 29, 2018 — relocationspecialist411

The design work continues with the ReloSpec software and our emphasis on the Client List page.

Today we’re addressing the ‘Quick Reference‘ section of the Client List page.      We want your input!  What are your thoughts regarding the items listed under ‘Quick Reference‘?  Please take a few minutes to complete the survey.  Click here to take our QUICK REFERENCE section survey.

Last week we asked you about the ‘At-A-Glance’ section and your responses were fantastic!  More than 40 of you completed the brief survey and we learned a lot about what’s important to you.   Those of you that sent a response we are going to send you an additional message with more detailed questions about the sections of AT A GLANCE that you utilize.   We are not wanting to remove functionality, but we do want to reorganize the layout to include a top menu bar like you see on the Main Menu page.

Thank you for all your help!

Posted in 411, Forms, Managing your Users, New Features, Referral List Page. Leave a Comment »

Upgrades are in the works, and How You Can Help

March 21, 2018 — relocationspecialist411

As you have noticed the ReloSpec Main Menu page has changed with the addition of a simple menu bar.  The design change for the main menu page is temporary as we gear up for a complete overhaul.  Expect ReloSpec to not only look clean and modern but it will be easier to use and much more efficient.

We’re very excited for the upgrades that are planned.  And, that is where you come in!  We want your ideas and suggestions for ReloSpec.  We will be addressing the Client List page first.  That is where many of you spend most of your time and we want to make your ReloSpec experience much better.

We have separated the page into four sections which we’ll identify today.  They are the ‘At-A-Glance’ section at the top of the page, the Quick Reference links on the left side of the page, the navigation buttons above the grid and the grid itself where the referral records are displayed.

The At-A-Glance section is one we’ll address first.  Our thought is to remove it from the page.  Some of the links currently there would be either displayed on the Main Menu page or be available on the new menu bar or removed altogether.  We want to know if you regularly use the At-A-Glance box.  If so, what features do you like and which ones are not necessary?

We have a short survey (2 questions + comments) we want you to take to provide your feedback.  Here’s the link.

In future blogs we’ll address the other sections.  Here’s a preview of what we’re thinking.  You’ll be given a chance to share your ideas in future short surveys.  The Quick Reference links  and the navigation buttons will be removed from the left side of the page and replaced by a convenient menu bar.  The grid will be where the bulk of the changes will appear with clean, tabbed pages.  More coming soon!

Posted in 411, New Features, Referral List Page, System. 2 Comments »

Meeting with Real Estate Digital (R.E.D.)

March 14, 2018 — relocationspecialist411

We had a great meeting with our Constellation Software partner, Real Estate Digital (R.E.D.) yesterday.   We are looking at ways to integrate more sources into ReloSpec and would like your input.

As you may know ReloSpec can receive leads from LeadingRE’s Xchange, certain broker’s websites, broker-to-broker referrals and a few other sources.

Which lead sources would help you by integrating with Relocation Specialist (ReloSpec)?

Let us know, by going here.

Posted in 411, Importing, LeadingReE, New Features, Products. 1 Comment »

Main Menu Page Gets A Facelift

March 2, 2018 — relocationspecialist411

You will soon notice that the ReloSpec Main Menu page has a new look.  With the help of the Constellation Web Solutions team, the page is now more up-to-date.  The old icons are gone and a new menu bar has been added at the top. This is a brief preview of future changes that are planned for other ReloSpec pages.  

Over the next few months we’ll begin with the most-used pages and continue from there.  Not only will there be a new look, but we’re very excited about new easy-to-use features that are planned.

NOTE: For those of your using Internet Explorer (IE) in ‘Compatibility Mode’ you may find it necessary to use the link at the bottom of the page to change back to the ‘Classic Version’ of the page.  We will not be programming for Compatibility View for future ReloSpec pages.  If you use IE in Compatibility Mode, and you want to view the new page, do the following:  1) Click the gear in the upper-right of the page, 2) Click ‘Compatibility View settings’ and 3) Remove the entry for “ReloSpecCloud.com”

Posted in 411, Common Questions, Forms, New Features. 1 Comment »