Action Plans Help Streamline the Process

March 23, 2015 — Happybodyfood

By now, many of you know the power of using Action Plans. They assign pre-recorded tasks quickly to your referral, and free up hours of your time. For example, let’s say each time you add a new ‘In-Buy’ there are certain tasks you commonly do such as send the AutoAssign form to the agent and schedule your update requests. As soon as ReloSpec sees you have added the new ‘In-Buy’ record it will prompt you to ask if you want to add the tasks from the Action Plan. Click YES and it’s done automatically.

But there are a number of ReloSpec users who haven’t created the Action Plans to take advantage of this feature.

Beginning later this week, there will be a new button in the Settings page labeled “Add Sample Action Plans”.  When you click the button, it checks to see if you have Action Plans for In-Buy, In-List, Out-Buy and Out-List. If you do, then nothing is done. What you have will not be replaced. But, if you don’t then ReloSpec will insert them for you.

Note: New ReloSpec databases will have the Action Plans already loaded.

The effect will be that when you add new records ReloSpec will prompt you to use the commonly used tasks for that referral type. You can say YES use them or NO don’t. Your choice.

There are even Action Plans for a change in Status. When a record is updated to ‘Pending’ or ‘Closed’ for In-Buy or In-List, another Action Plan will pop up that provide important reminders.

You may change (customize) the Action Plan Items at any time while in the Action Plans page.  Or you may rename them or delete them and not have them pop up.

We hope your use of Action Plans will save you time as you add needed tasks.

Posted in 411, ActionPlans, AutoPilot. Leave a Comment »

Time to Update: Brokers Using ReloSpec

March 19, 2015 — Happybodyfood

It’s time to update your entry in the ‘Brokers Using ReloSpec’ table!  Why, you ask?  Simple.  Do you want more people to find you and send referrals to you?  Would you like to know who else is using ReloSpec in different areas of the country?  With over 600 companies using ReloSpec it is likely that someone out there will want to find you and become your new BFF!

From the Main Menu page, click Settings, then click the button ‘Brokers Using ReloSpec’.  If you don’t already have an entry there you’ll be presented with the ADD NEW page and you can enter the details.  The ‘Cities Served’ field is very important.  Enter as many cities as you like into that field.  You can separate them by a semicolon and a space if you like.  Then, once someone else is searching for a broker in cities you service they’ll find you!  You may update your own entries anytime.  You may not update entries for anyone else.  Just your own database.

Soon, we’ll be announcing synchronized ReloSpec databases and the ‘Brokers Using ReloSpec’ table will play a part in the announcement.  You’ll be able to SEND a referral to another broker, and your database will be automatically updated when the other broker 1) Assigns an agent, 2) Changes the Status, 3) Enters the Transaction Address, 4) Updates the Est Close Date, 5) Updates the Close Date or 6) The Sale Price.

There will be more on synchronized databases in the coming weeks.  For now, be sure to update your entry in the ‘Brokers Using ReloSpec’ table.

Posted in 411, New Features. 1 Comment »

Update to Dead Reasons Table

March 17, 2015 — Happybodyfood

In an effort to make Relocation Specialist (ReloSpec) even easier to use we are adding new features and making a few things more automatic.  Today, we’re inserting records into your Dead Reasons table, if you haven’t used the table in the past.

After logging in, ReloSpec is checking to see if you have only 1 record in your Dead Reasons table, which before today was the default.  If there is only 1 record, ReloSpec will add 15 of the most-used Dead Reasons into your table.  That way, if you have a record that goes “Dead” and you want to track the reasons why referrals have gone dead, you may now select from among the most often used reasons.  The ‘Dead Reason’ field is in the Client List under the section labeled ‘General Information’.  You don’t have to use this feature, but if you want to it will now be more useful.

If you already have more than 1 record in your Dead Reasons table, no additions will be made.  If you want to modify any of the records in the table, from the Main Menu page click Settings, Dead Reasons, select the record and make the change.

Posted in 411, New Features, Referral List Page, Tips & Tricks. Leave a Comment »

Lookup from Agents table; Areas Served Enhanced

March 16, 2015 — Happybodyfood

In a recent blog we introduced the ability to identify agents you may want to assign “next”, as well as the ability to view the ‘last assigned date’ for each agent.  Now, we are enhancing your ability to search for agents; this time with the ‘Area Served’ field.

In the past you could open the Agents page then click the ‘Areas Worked’ button to open the Areas Worked table and add the area(s) the agent works in.  The problem was that when using the ‘Lookup from Agents table’ link in the Clients List page you weren’t able to search that separate table of Areas Worked.  This week we are in the process of converting all those agent’s Areas Worked records into the ‘Areas Served’ field in the Agents table.  This means that now when you click the ‘Lookup from Agents table’ you can search by the usual fields plus by Areas Served.

To update the Areas Served field, click the Agents link on the left side of the Clients List page, select the agent you want to update, click the pencil and fill-in the field.  You can enter whatever items on which you want to search on later, such as cities, geographic locations, zip codes or whatever.  You may separate the entries by whatever you choose, though none are required.

When searching the Areas Served field you can also use the keyword “OR” or the keyword “AND” and combine your searches into one convenient search.  For example, let’s say you’re looking for the agents that work in Omaha or in Lincoln.  You can put “Omaha OR Lincoln” in the Area Served field and it would display all agents that work in Omaha or Lincoln.  If you entered “Omaha AND Lincoln” in the field it would display only those agents that work in Omaha and Lincoln.

This great new feature allows you to search the Areas Served field when adding or editing a record, which you weren’t able to do before.

Posted in 411, Referral List Page, Referral Page. Leave a Comment »

New Feature: Agent AutoAssign

March 6, 2015 — Happybodyfood

Do you have a team of agents you want to assign referrals to in a round robin fashion?  Or, would you like to see a list of agents and know “who’s next”?  Now you can.

Select the agent in the Agents table, click the pencil and in the ‘AutoAssign?’ field set it to TRUE.  Now that agent is a member of the AutoAssign Team.  Then, when you’re in a referral record and  you click the ‘Lookup from Agents table’ link you’ll be able to view a listing of Team members by clicking the ‘Show AutoAssign Agents Only’ button.  When you click the ‘Show the AutoAssign Agents Only’ button you’ll see a table displaying who the last person selected was and who the next one should be.  Click the SHOW button and the list will be filtered to the one agent who is “next”.

But, what if you want to select an agent from a specific office?  Click the SEARCH button, select the office and APPLY FILTER.  Notice that on the right side of the grid there is the ‘Last Assigned Date’ field.  Click the column heading to sort the selected records A-Z.  Click it a second time to sort in reverse order (Z-A) and determine who is next to receive a referral.

If you want to see the Training Video for this new feature, click here.

We hope you enjoy this new feature and find it helpful for determining which agent is “next”.

Posted in 411, New Features, Referral List Page. 1 Comment »

Friday Update

December 12, 2014 — Happybodyfood

Welcome to the first ‘Friday Update’.  One of the suggestions from a recent Advisory Council meetings was to have a ‘Friday Update’ page to identify all the updates done with the Relocation Specialist software during the last week.

Each week, there are many updates and tweaks that are done with the software.  In the past, most of them were never announced but were often noticed by the more observant users.  We usually blog about the bigger, more noticeable changes, but the ‘Friday Update’ is an attempt to provide a list of all the changes.

There may be subtle changes that you could use that you may not be aware of.  Once you’re aware of them, you may want to use them.  Here is a list of the recent changes, in no particular order.  (Because this is the first ‘Friday Update’ there are a few items from previous weeks.)

  • Images option now allows you to update and store files for Agents and Contacts, independent of Referral records
  • New icons are used throughout the application for all Themes except ‘Classic’.  If you want to change the various color combinations (or ‘Themes’) go to the Settings page, Users, select your name and click UPDATE.  The ‘Theme’ field is on the right column.  You may view sample Themes there so that you can select the right one for you!
  • The Settings page has been rearranged into groups to make it easier to locate the button needed
  • The Clients List (formerly ‘Referrals List’) grid has been rearranged to:
    • Remove the radio buttons at the top of the page (no longer needed)
    • Display Client First Name and Client Last Name in separate columns
    • Combine the Referring and Assigned Agent names into one column  to save space
    • Display the Contact First Name in the Contact Name column
    • Change the layout so that the Email and Text Message icons come after the name(s) to make the names easier to read
    • The links on the left side of the page have been rearranged to include links for a selected Client record in the top group and all others in the bottom group
  • Updated the Agents page to display Notes below the grid (like the Clients page) and the Images below the Notes
  • Updated the Contacts page to display Notes below the grid (like the Clients page) and the Images below the Notes
  • New Report:  ‘Scorecard – Office 5’ was added to remove the Subtype and Color Code, and add the Initiation Date and the Transaction Address
  • New Form: ‘USAA Update Price Quote’ form was added for use by Cartus brokers only.  The link will open the USAA page and when submitted will post the page to USAA

Have a great weekend!

Posted in 411, AutoPilot, Cartus, Images Option, Referral List Page, Reports. 1 Comment »

Images Option Expanded to Agents and Contacts

December 9, 2014 — Happybodyfood

For those of you who have purchased the Images option you now have expanded capabilities.

The Images option has always allowed you to upload and store images, files, BMAs, contracts, whatever you want for a particular Client record.  You could select the Client record, click the Images link and upload the file.  It’s a great way to go paperless!

Now that same capability has been extended to Agents and Contacts.  Let’s say you want to store uploaded copies of agent agreements, contracts, etc., independent of any Client record.  Now you can!  Just select the agent in the Agents table and click the ‘Upload an Image’ button at the bottom of the page.  The same is true for the Contacts table.  Select the record and click the ‘Image’ button at the bottom of the page.

NOTE: Because all your image files are stored in your one company folder, all filenames must be unique.  You may also notice that the Notes for individual agents and Notes for individual Contacts are now visible on the same page, the same as are displayed for Clients.

To see an updated Training Video on the Images option, click here.

If you do not have the Images option and would like to know more, please contact any member of the Relocation Specialist Team.

Posted in 411, Images Option. 1 Comment »

ReloSpec Theme ‘Ultra’ and New Icons

November 25, 2014 — Happybodyfood

There are now ten (10!) different Relocation Specialist color ‘Themes’ to choose from.  And the latest has something very special.

The new Theme is named “Ultra” and it contains the new icons being introduced this week.  Rather than the older-looking buttons with just the words on them, Ultra includes color graphics, words and ToolTips that appear when you mouse-over the icon.

To select Ultra, or any other Theme, do the following.  From the Main Menu page, click ‘Settings’, ‘Users’, browse to the user name, click the pencil to edit and in the right column select the Theme from the droplist.  There is a button there to ‘View Samples’ where you may see the various Theme colors.

Ultra is now the default Theme for all new ReloSpec customers, and the new icons will be extended to all themes except ‘Classic’.

Posted in 411, Adding and Removing Users, Referral List Page, Tips & Tricks, Utility Settings. 2 Comments »

ReloSpec Facelift Is Coming Soon

November 24, 2014 — Happybodyfood

Perhaps by now you have noticed the new icon buttons on the Relocation Specialist Main Menu page. We hope you like the new look!

Similar icon changes will soon be viewed on the Clients page (used to be called “Referrals List”) and most related pages such as Notes, Tasks (used to be “To Do” and now labeled “Tasks (To Do)”, and others.  And, there are also changes coming for the Utility Settings (now labeled “Settings”) page.

The Clients page now combines the First and Last Names for the Client, Assigned Agent, Referring Agent and the Contact so that less room is used to display a separate First Name field.  These are for display purposes only.  The records have not been changed.

Also, the Transaction Address has been moved to follow the Client Name field in the grid and the radio buttons at the top of the page, which are no longer needed, have been removed for a ‘cleaner’ look.

Another change you’ll notice soon is that the links on the left side of the Clients Page have been rearranged with those relating to a selected record in the grid in the first group and other more general links in the second group.  ToolTips (messages about the link) have been added for each link of the left side and for the icons at the top of the Clients page.

You still have the option of changing your Theme so that you can use different color combinations.  There are currently ten (10!) different Themes (color combinations) to choose from.  To select one, from the Main Menu page, click ‘Settings’, ‘Users’, select your name, click the pencil, and on the right column use the droplist to choose your Theme.  You can click the ‘View Samples’ page to see the various color combinations.

If you want a sneak peak at the new icons that are coming for the Clients page (and most other pages), select the ‘Ultra’ Theme in the Users table, return to the Main Menu page, Logout and log back in.

We hope you enjoy the new look.

 

Posted in 411, Forms, Referral List Page, Tips & Tricks, Utility Settings. 1 Comment »

Add Some Color to your Referrals!

November 12, 2014 — Happybodyfood

Want to add some color to your Referral records? Do you need to expand beyond the standard “Blue”, “Green”, “Red” and “Yellow”? Now you can! Four new colors have been added to the list. They are “Coral”, “Navy”, “Slate” and “Violet”.

You may use the color codes however you like.  Just click the pencil to edit a Referrals List record and select the color code from the droplist at the top of the page.  You may SEARCH by color code, and there is also a report (‘Activity, Grouped by Color Code’) which you may find helpful.

Posted in 411, Referral List Page, Reports. 1 Comment »
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