Need help updating email addresses?

Recently Brookfield Global Relocation changed their name to BGRS.  If you have multiple records in your Contacts table with people from BGRS you’ll need to change their email addresses from something like Name@brookfieldgrs.com to Name@BGRS.com.

We can help with that.  If you have any such records, let Jim Evans know by emailing him at Jim@ReloSoftware.com.  He has created an update utility that will perform the update you.  No charge.  But, let him know by the end of this month so it can be scheduled.

3 Helpful Hints

Here are three things that you may not know that will make it easier to login, better looking and help people respond to you!  (And who wouldn’t want to be better looking and noticed more?!)

 

Easier to login

By now, everyone should know the easiest way to login to ReloSpec is to go to MyReloSpec.com.  But, did you know you can add your ID and Password to the link?  With 1-click you can open ReloSpec AND be logged in!  To create a shortcut on your PC’s desktop, login to ReloSpec then right-click and click on ‘Create Shortcut’.  You’ll be asked if you want to create the shortcut to the ReloSpec page.  Click YES and the shortcut will be created.

Right-click the shortcut and at the end of what’s in the URL add:

?userid=DEMO&password=DEMOPASSWORD then click OK.  The URL will now read: https://www.relospeccloud.com/RELOSPEC/SQL/MAINMENU.ASP?userid=DEMO&password=DEMOPASSWORD

NOTE:  Replace “DEMO” with your actual ID and replace “DEMOPASSWORD” with your actual Password.  Now when you click the shortcut it will open ReloSpec and log you in automatically.

If you’re manually entering the shortcut, here’s a shorter way to do it.  Save the URL as MyReloSpec.com?userid=DEMO&password=DEMOPASSWORD   That works too!

 

Change your THEME

Are you tired of looking at the same old background colors and icons?  Why not change things up?  Those items are known as the ‘Color Theme’ and may be changed at any time by you.  From the Main Menu page click SETTINGS, USERS, click the pencil for your name and from the Color Theme droplist select the theme you want to use.  To view samples of the themes click the ‘View Choices’ button below the label.  Hint: the standard Color Theme for ReloSpec is “Ultra”.

 

Change/Update your Email Signature

Many of the ReloSpec FORMS use what is known as the Email Signature at the bottom of the outgoing email.  If you don’t have your Email Signature created or if it hasn’t been updated lately, you should check on it.  From the Main Menu, click SETTINGS, USERS and look in the Email Signature field about halfway down the right column.  Make changes as needed, or if it is blank, use the ‘Auto-Create’ button to have ReloSpec create the Email Signature for you, then click UPDATE CURRENT RECORD.

How To Navigate ReloSpec Reports?

Reports, reports, reports.  ReloSpec has many reports, and it is sometimes hard to find the one you want.  Because of continuing requests the number has grown and made finding the right report more difficult.

Over time we have tried to identify records by the report name, which works most of the time but not always.  And, sometimes the same report may work for different needs.

What to do?  We are working on a totally new approach to ReloSpec reports.  Whereas in the past you would navigate the reports mostly by name only, we now are working on groupings of reports by categories.  For example, there is an ‘Agent Reports’ page listing an abbreviated list of the most popular reports for agents.  Another for ‘Offices’ and so on.

But, we need your help.  This project is only just getting started and the final result will be based on input from you.  There are two general areas.

  1. What categories of reports should be have?
  2. Within each category, what specific reports are needed?

To get you started we have added a beginning page on the ReloSpec Main Menu.  At the very bottom of the page is a link labeled “reports”.  Click the link and you’ll see what has been started.  The idea is to get those creative juices flowing, so let us know your thoughts/suggestions.

We want to make ReloSpec Reports a positive feature again and your input will help us get there sooner.  We look forward to hearing from you.

Training Webinars Announced

Need some help getting beyond the ReloSpec basics?  Or perhaps you need some help with reports?  The ReloSpec Training Seminars page has been updated with the latest webinar schedule.

You may register for webinars over the next 3 weeks by going to the Web Seminar Schedule page.  It is found at the bottom-middle of the Main Menu page.  Or, click here to view the page and register for the webinar(s) of your choice.  Webinars generally last about 30 minutes and are free.

Happy New Year!

We wish you all a happy and prosperous new year!  We look forward helping enjoy the many benefits of the ReloSpec software, and now is a great time for a brief overview.

We have updated our website, which is at www.ReloSoftware.com  So, why would you go to the website if you already use ReloSpec?  Simple.  There is a good chance there are ReloSpec features you don’t know about or aren’t using.  And, using the feature(s) would help you save time and simplify your life!

The home page of the website contains some of most popular features.  Even if you think you’re familiar with all ReloSpec features, click the ‘Learn More’ button to get additional details for each item.  The items included are:

  • Express Forms
  • AutoPilot
  • Action Plans
  • Update ‘Brokers Using ReloSpec’
  • Using the Referral Submit Form
  • Customized Letters
  • Create your own team of Agents
  • Monitor Responses
  • The Tickler
  • Scheduled Reports
  • Change your User Profile
  • Agent Access
  • Corporate Access

These pages are not meant to be for training but are brief highlights of popular features.  Please take the time to review each one.  It is likely there are some features that will help you in the coming year.

Let a member of the ReloSpec Team know if you’d like more information or help with any of the features.

Getting the most from your ReloSpec: NEEDS ANALYSIS FORM

Many of you are using the Referral Submit Form to allow your agents and contacts to submit new referrals directly into your database.  The agent clicks a link on your company website or from your ReloSpec Email Signature, completes the online form and clicks SUBMIT.  ReloSpec accepts the referral into your Import table and sends an email to let you know it is there.

Now there is a special Referral Submit form your clients may use to submit their own referral.  It is the Referral Submit Form – Needs Analysis and is listed in your FORMS page.  There are some significant differences with this new form.

  1. When you email the Needs Analysis form to the client it comes in the form of a personal letter and contains your ReloSpec Email Signature.
  2. You may specify your own Body Of Letter to be included with the letter if the brief instruction is not enough.
  3. If sending it manually, you may add your own text that will appear at the top of the email.
  4. The email letter contains a link that when clicked will open the Needs Analysis form for the client to submit.
  5. When it is submitted ReloSpec will send a notification email to the address for the “Referral Submit Form” user in your Users table.

There are many fields in the Needs Analysis form that are not found in ReloSpec.  For those items that don’t already have a field, a brief description and the client’s input is added to the Client Comments field and would be included in the Agent Assignment and other ReloSpec forms sent to agents and contacts.

We hope you find this new tool valuable and helps you get the most from your ReloSpec.

Getting the most from your ReloSpec: EXPRESS LINKS

We often hear ReloSpec users say, “I know it could do more for me, but I don’t have the time to learn how”.  Use the Express links on the Main Menu page and let ReloSpec do things automatically!

The greatest advantage to using the Express ‘Incoming’ or ‘Outgoing’ referral form is that you choose the Action Plan before clicking SUBMIT and ReloSpec does the rest!  It selects the Tasks to be done and if they’re due today it automatically sends the AutoPilots!  Just fill out the form, select the Action Plan and SUBMIT.  Easy and FAST!

Plus, the Express links include a list of AutoPilots due to go out, and a list of Responses coming in.  Want it more automatic?  Let a member of the ReloSpec Team know you want your AutoPilots sent for you.  We’ll add your name to the list of people whose AutoPilots get sent each morning.  You don’t even need to login!

And, for Responses, if you want, you can have all your responses go automatically to the Notes table.  Then, when you select a record in the Client List page you’ll see ALL notes and not have to also check to see if there is an update waiting in the Responses table.  You can turn this feature on or off in the Settings, Users page.

Get more done in less time with the Express links!