Automatic Note When Sending Forms Manually

August 28, 2014 — Happybodyfood

For those of you who are sending forms manually and need a note entered that documents what was sent and when, ReloSpec has the answer.  That is, for two forms to begin with.  In the past we have always recommended using the AutoPilot to send forms so that ReloSpec would document what was sent and when.  And, using an Action Plan is still the fastest way to insert a new AutoPilot item, even if it is for just one item.

But now, when you click FORMS, and select either the ‘Accounting Sheet Details’ or the ‘Outgoing Information Sheet w/Ack’, ReloSpec will insert a note into the Referral record with Who sent which Form to Whom.  All you do is open the form, insert an email address and SEND!

It is possible we will add this feature to more forms as they are requested.  Please let a member of the ReloSpec Team know if there are additional forms that should be considered to have this additional feature.

Posted in 411, ActionPlans, AutoPilot, Forms. 2 Comments »

Web Seminar Schedule Has Been Updated

August 26, 2014 — Happybodyfood

It’s time to review the schedule to see if there is a seminar that you can use.  Do you want to save time while using ReloSpec?  Do you want to learn about the latest (free!) features that have been added?  Or, do you want to brush up on something you should have learned a long time ago?

Have you been thinking, “I know there are things that would save me time, but I haven’t learned them yet”?  Now is the time!  You can learn about all the new features, or improve on the ones you already know.  A 30-minute investment of your time now will save you hours of time later!  Plus, they’re free!

The new Web Seminars list is available now.  Click here to view the list.

Posted in 411, ActionPlans, AutoPilot, Common Questions, Forms, Tips & Tricks. Leave a Comment »

New Training Webinars Have Been Scheduled

July 10, 2014 — Happybodyfood

Do you want to save time while using ReloSpec?  Do you want to learn about the latest (free!) features that have been added?  Or, do you want to brush up on something you should have learned a long time ago?

You can learn about the new ‘Show Agents’ link where you just enter the Client’s zip code and the Office(s) and Agents associated with that area are instantly displayed!  Or, how about the new Agent Lookup feature that allows you to search for ‘A-Team’ members or other filters?  Learn how to save time by using the Action Plans to instantly create the AutoPilots and other ToDo items.

A 30-minute investment of your time now will save you hours of time later!  Plus, they’re free!

The Web Seminars list has just been updated.  Click here to view the list.

 

Posted in 411, ActionPlans, AutoPilot, Referral List Page, Reports, Tips & Tricks, Training, Uncategorized. Leave a Comment »

Web Seminars Available for May, June

May 12, 2014 — Happybodyfood

Want to save time by learning some cool ReloSpec features?  Is it time to ‘stop chopping and sharpen the ax?’

The latest schedule for FREE Web Seminars is now available.  Invest 30 minutes and save hours with ReloSpec.  The Web Seminars Schedule is available by clicking the link on the Main Menu page, or just click here to register for the class(es) of your choice!

Posted in 411, ActionPlans, AutoPilot, Common Questions, Forms, Reports, Tips & Tricks, ToDo Page, Training. Leave a Comment »

New Web Seminars Scheduled

March 5, 2014 — Happybodyfood

Want to save time by learning some cool ReloSpec features?  Is it time to ‘stop chopping and sharpen that ax?’

The latest schedule for FREE Web Seminars is now available.  Invest 30 minutes and save hours with ReloSpec.  The Web Seminars Schedule is available by clicking the link on the Main Menu page, or just click here to register for the class(es) of your choice!

Posted in 411, ActionPlans, AutoPilot, Forms, Managing your Users, ReloSpec News, Newsletter Articles, Reports, Tickler, Tips & Tricks, Training. Leave a Comment »

Cartus 1st Two Weeks Forms Now Available

January 29, 2014 — Happybodyfood

For those ReloSpec customers who are members of the Cartus Network, you’ll want to know that the two new forms ‘1st Two Weeks LST’ and ‘1st Two Weeks HF’ are now in the ReloSpec FORMS page.  These two forms are variations of the ‘Monthly’ forms and have new form names assigned to them.  This means that if you use the Action Plans feature to send forms to your agents you’ll want to update the Action Plan Items to include the new ‘Two Weeks’ forms rather than the ‘Monthly’ ones.

The ‘Monthly’ forms will remain in ReloSpec for the foreseeable future, though Cartus wants you to begin using the new ones beginning February 3rd.

Posted in 411, ActionPlans, AutoPilot, Cartus, Common Questions, Forms. Leave a Comment »

New Web Seminars for September

September 3, 2013 — Happybodyfood

New Web Seminars are now available for the month of September and a few are already available for October.  Are you willing to invest 30 minutes to save hours of time each week?  The Web Seminars are a great way to learn those time-saving features you’ve been wanting!

Click here to register for your choice(s) of the Web Seminars

Posted in 411, ActionPlans, AutoPilot, Body of Letter, Common Questions, Forms, Reports, Webinars. Leave a Comment »

June & July Web Seminars Are Available

June 3, 2013 — Happybodyfood

Invest just 30 minutes now, then save tons of time later!  The ReloSpec Web Seminars are a great way to learn about great features in a short amount of time.  And, the updated schedule includes a couple new Seminars.

The Thursday, June 6th Seminar is about the new Agent Access feature announced last week.  Learn how to create IDs/Passwords for your Agents to provide them with Read-Only access to records you assign to them.  Allow them to provide updates, read “Public” Notes and submit new outgoing referrals!  The Seminar and the new feature is FREE!

The Tuesday, June 11th Seminar is about the new ‘Scheduled Reports’ feature.  (Announcement to be blogged here tomorrow!)  Learn how to schedule which reports you want sent to whom and when, then let AutoPilot do the work for you!  Again, the Seminar and the new feature is FREE!

Check out all the Web Seminars by clicking here and register for as many as you like.

Posted in 411, ActionPlans, AutoPilot, Communicating with your Agents, Managing your Users, Reports, Tickler, Tips & Tricks, ToDo Page. Leave a Comment »

Why Pay Thousands To Get What You Already Have?

March 14, 2013 — Happybodyfood
ReloSpec is already very economical but it probably does so much more than you know!  Following are a few features you may not be aware of, but when used can save you time and money!  (Click the links to view a short video on the selected feature.)
And, except for the Cartus Broker Center IMPORT feature, everything else is already in the database and is FREE!!!
  • Automatic Action Plans (add AutoPilots and other tasks in one click when the Action Plan name matches the Referral Type)
  • Agent Access (Agents have Read-Only access to the records assigned to them.  They can provide updates and run their own reports.)
  • Manager Access (Managers have Read-Only access to the records assigned to their office.  They can provide updates and run their own reports.)
  • Mobile Access (Run ReloSpec with pages formatted specifically for use with your smart phone or tablet.)
  • Referral Submit Form (Use links on your company website or email signature or emailed forms to allow agents and contacts to submit referrals into your database.)
  • AutoPilot Reports (NEW!  Tired of generating your own reports, then emailing them others?  Have AutoPilot regularly send emails with a link to the report(s) of your choice.  What could be easier?)
  • AutoAssign/AutoAccept  (Use ‘AutoAssign’ Action Plan to send assignment to the agent.  Upon accepting the assignment the tasks associated with the Action Plan ‘AutoAccept’ are run immediately; without being logged in!)
  • Broker Center IMPORT feature  (Optional $690 per year feature that imports records directly from Cartus Broker Center in 2-3 clicks.  Call for demo and ask about a 30-day FREE trial.)

Let us know if we can help you take advantage of the features you already have!  Either call or submit a Help Desk request and we’ll be there to help you save more time!

The ReloSpec Team

Posted in 411, ActionPlans, AutoPilot, Broker Center Import Feature, Cartus, Common Questions, Forms, Referral List Page, Reports. 1 Comment »

Business Rules Announced

February 5, 2013 — Happybodyfood

Today we’re announcing the Relocation Specialist Business Rules option.  This exciting option provides automatic programming to your database.  It monitors your data and sends texts, email or both when the data meets certain criteria.  You define what data you want to monitor and who is notified, and Business Rules does the rest!

The Standard Business Rules option includes the following rules:

  • Run AutoPilot Automatically
  • Email/text administrator if there are records in the Import table
  • Email/text Administrator if agent responds that he/she will NOT accept an assignment
  • When agent update request is not answered in a certain amount of time, notify owner to take action
  • Email/text administrator if AutoPilot item is missing the email address
  • When a response is submitted by an agent and marked “Urgent”, automatically text/email the administrator
  • Email/text administrator if LastUpdateDate for an ‘Active’ referral record is > 2 Weeks old
  • Email/text administrator if Referrals table record has no MgrConsultant assigned
  • Email/text Link for up to three (3) Customized Advanced Reports at pre-determined times

The cost of the Business Rules option is $899/year and includes customization of the Standard rules.  Additional rules, if needed may be configured at the rate of $140/hours.

Click here to view the Business Rules Worksheet used to make selections for rule options.

To get started, contact Jim Evans (jevans@prosws.com) or call 402/426-9542.

Posted in 411, ActionPlans, AutoPilot, Common Questions, Referral List Page, Reports. 2 Comments »
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