New Feature: Add New Records with Defaults

September 28, 2018 — nikbasta

Do you often find yourself clicking ADD NEW RECORD only to re-enter the same information repeatedly with other new records?  You can now save time by storing the default information and recalling it at the touch of a new button.

Here’s how:

  1. In the Client List page click ‘Add New (Classic)’.
  2. Enter the fields in sections for General Information, the Contact and the Referring Agent.
  3. Enter “Default1” in the Client Last Name field, and click ADD NEW RECORD.  (You may have a second default record in which you would enter “Default2” in the Client Last Name field.)

Once the default record(s) have been saved you’re all set.  When you want to use the default settings, click the ‘Add New (Classic)’ button, then click either the ‘Fill in Defaults(1)’ or the ‘Fill in Defaults(2)’ button to have the fields filled-in for you!

Posted in 411, Common Questions, New Features, Referral List Page. Leave a Comment »

ReloSpec Tip: Agent updates

September 26, 2018 — nikbasta

Occasionally we offer ‘ReloSpec Tips’ to help you use features you may not be familiar with.  Today we’re looking at the AGENTS page.

Ever make changes to an agent’s record in the AGENTS page such as Phone or Email, then realize those changes also need to be made in the Referrals table and the related Tasks?  There is an easy way to do that!

Open the AGENTS page using the ‘Other Options’ droplist.  Click the pencil, make your changes and click the button that now appears and is labeled “Refresh (Update) the Tasks & Referrals…”.  The button only appears after you click UPDATE CURRENT RECORD.

After clicking the button, ReloSpec will display the total number of records and fields updated with the agent information.  Now, the info in the Tasks and the Referrals tables will match what you have in the Agents table.

 

Posted in 411, Common Questions, Tips & Tricks. 2 Comments »

Custom Financial Report Video Now Available

September 13, 2018 — nikbasta

Yesterday we announced upgrades for the DOWNLOAD button in the Client List page and for the ‘Custom Financial Report’.

There is now a video available.  Click here to view the video.

We appreciate your suggestions for updates and features.

Posted in 411, Common Questions, New Features. Leave a Comment »

Correction: DOWNLOAD button and Custom Financial Report

September 12, 2018 — nikbasta

Today  you received an email blog regarding the DOWNLOAD button on the Client List and the report named ‘Custom Financial Report’.  There was an important part missing from Step 2.

Here is what should have been included.  The new text is in italics.

Want to get a fast, simple report?  Perhaps you want to drop the records you find into an Excel spreadsheet?  It’s as easy as 1, 2, 3

  1. You always start with using the SEARCH button in the Client List page to filter the records.
  2. Click the DOWNLOAD button to open the field selection page where you can select which fields you want included.  Next, click the green button labeled, “Generate a report using these fields…”.  That will display a grid with your filtered records and selected fields.
  3. Click the DOWNLOAD button on the grid display page to insert the results into a spreadsheet.

In addition, we have expanded the number of date fields used in the SEARCH page and included ‘Range’ links that allow you to use a pop-up calendar to select your Begin and End dates.  Here is what it now looks like:

All the date fields are located in the upper-right of the page.

The Field Selection page now includes Search results at the top (number of records found), updated instructions for saving the field list selected and the ability to generate the report that may be downloaded.

After searching for the records and selecting the fields, click the green button labeled “Generate a report using these fields…”.  That will display a grid with your filtered records and selected fields.  Here is a sample of the results:

Notice that this page will display just the first 25 of however many records were selected.  This is so we can display a sample report rapidly.  When you click the DOWNLOAD button to put the records into a spreadsheet, ALL the records will be included.

We apologize for the omission and hope it didn’t cause too much confusion.

Posted in 411, Common Questions, New Features, Reports. Leave a Comment »

Updated DOWNLOAD and Custom Financial Report

September 12, 2018 — nikbasta

Over the last few weeks we have been responding to requests to make it easier to filter records used when using the DOWNLOAD button and when using the ‘Custom Financial Report’.

Want to get a fast, simple report?  Perhaps you want to drop the records you find into an Excel spreadsheet?  It’s as easy as 1, 2, 3.

  1. You always start with using the SEARCH button in the Client List page to filter the records.
  2. Click the DOWNLOAD button to open the field selection page where you can select which fields you want included.
  3. Click the DOWNLOAD button on the field selection page to insert the results into a spreadsheet.

If you were to start with clicking REPORTS, and select the ‘Custom Financial Report’ the process is the same.  Opening the report will take you to the field selection page.  If you have already used the SEARCH button in the Client List page to select the records, you’re set to DOWNLOAD.  If not, just return to the Client List page and follow the 3 easy steps shown above.

You may think of the DOWNLOAD button on the Client List page as a shortcut to the ‘Custom Financial Report’ since they now work the same way.

In addition, we have expanded the number of date fields used in the SEARCH page and included ‘Range’ links that allow you to use a pop-up calendar to select your Begin and End dates.  Here is what it now looks like:

All the date fields are located in the upper-right of the page.

The Field Selection page now includes Search results at the top (number of records found), updated instructions for saving the field list selected and the ability to generate the report that may be downloaded.

After searching for the records and selecting the fields, click DOWNLOAD on the Field Selection page to view the results:

Notice that this page will display just the first 25 of however many records were selected.  This is so we can display a sample report rapidly.  When you click the DOWNLOAD button to put the records into a spreadsheet, ALL the records will be included.

 

 

Posted in 411, Common Questions, New Features, Reports, Tips & Tricks, Uncategorized. 4 Comments »