ReloSpec411

Agents > Edit –  Added managing Languages, Areas served, Training:

Clients > Edit > Agents – Added the ability to search by Language, Areas Served, and training

The following items were resolved in October 2020

• Clients > Notes – The search filter was not filtering but is working correctly now.
• Clients > Quick emails – Added important people from the record as options like Contact, Manager/Consultant, Office Manager, Assigned agent, and Referring Agent.
• Activities > AutoPilots – Created function for mass sending future AutoPilots.
• Clients > Search – The search by Client Name was having an issue and is resolved.
• Activities > Autopilots – AutoPilot display numbers now coincide with relo 1.0 display
• Activities > Responses – Huge update in response that does not drive people away from activities and allows you to see an d update Referral Status, List Price, Sale Price, Estimated Closing Date, Closing Date).
• Clients > To-Do List  Attachments are processing (being included in emails) properly when creating a new to-do
• Home > Email tracking – Added Client Name as a column and have that link into the record for updating
• ***Client name on any page takes inside the record.
• Activities > Reminders – Updated the ability to edit the date of a reminder
• Activities > AutoPilots – Updated the entire section into tabs so users do not have to scroll when working in an area.
• Clients Display – Added fields for File#, Client Cell, add Client Email quick links added Transaction Address as searchable
• Clients Quick emails – in Quick Emails we now pass the FILE # and CLIENT NAME in SUBJECT line, multiple image upload function
• Clients Mass Email- Add the ability to MASS email all CLIENTS from an existing filter.  
• Clients Add and Edit – updated Client tab records to all begin expanded to make them easier to find
• Activities – Esign – Finalized testing on electronic signatures, having relocation contacts, and assigned agents sign documents. 
• Added notification tool (bell icon) inside the software. Video highlighting how to view relo2.0 alerts from the notification bell

Email tdemos@relosftware.com with any questions.