Images Option; Add Client and Agent Pictures

October 17, 2014 — Happybodyfood

By now you have probably noticed the three new fields in the Referrals List page used for storing images of the agent(s) and the client.  These are because of the newly enhanced Images option.

The Relocation Specialist Images option has been used to “go paperless”.  It allows you to upload images of scanned contracts, BMAs, Word docs, PDF files or any file you want to associate with a referral record.  The Images option now includes the ability to upload pictures of Clients and/or Agents for use with outgoing forms.  So now when you want to send the updated ‘Client Notification of Agent’ form it will now include a picture of the agent along with the other agent details like Name, Email Address, Website, etc.

And, when you want to include a picture of your Client/Transferee with the new, simplified ‘Outgoing Information Sheet-F‘ you can!  This new form is a great way to send only the information needed for an outgoing referral.  And, it now may also include a picture of the client!

There is a new 7-minute Training Video with instruction on how to use these powerful new features.  We hope you enjoy the new features and the two new forms.

Posted in 411, AutoPilot, Images Option, Tips & Tricks. 2 Comments »

Web Seminar Schedule Is Updated

October 14, 2014 — Happybodyfood

The schedule for the 30-minute web seminars (webinars) has been updated with classes between now and the end of the year.  The webinars are free and pack lots of great ideas for saving time with Relocation Specialist.

Why not take a minute now to schedule the webinar(s) you need.  Here is the link for the Web Seminar schedule.

Posted in 411, AutoPilot, Forms, Tips & Tricks, Training. Leave a Comment »

Add Agent’s Website and Include It With Email to Client

September 26, 2014 — Happybodyfood

You may now enter the agent’s website address in the Agents table and have it added to the Referral record when using the handy ‘Lookup’ link in the Referrals List page. This will work for Referring Agents or Assigned Agents.

And, when sending the FORM named ‘Client Notification of Agent’ the agent’s website address will be included along with the other contact information in the email!

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

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 »

Emails, Emails, Emails

June 27, 2014 — Happybodyfood

This has been an interesting week for emails sent from Relocation Specialist (ReloSpec).  All ReloSpec emails sent to correct email addresses have been delivered.  That’s the good news.  The not-so-good news is that in some cases ReloSpec added “info@prosws.com” to the FROM field of the email in order for it to be delivered.  There was no problem with this unless the receiver clicked the REPLY button and the email was sent to info@prosws.com.  New code has been completed to fix the problem.

Why are some of my emails routed through info@prosws.com?

As explained above, some of the emails sent before the new code was implemented had info@prosws.com inserted in the FROM field.  If the receiver clicked the REPLY button, the email went back to the ReloSpec server.  All such emails were Forwarded to the correct email address.  This was a temporary fix that was permanently corrected with the new code.  We will continue to Forward emails from people who are taking more time to respond, though no new emails will be affected.

Will my emails be sent to Yahoo, Gmail or AOL without the info@prosws.com?

Yes, with one limited exception.  All ReloSpec emails will be delivered to all addresses including Yahoo, Gmail and AOL without a change in the FROM field.  This means that whoever receives the email can click the REPLY button and send the email directly back to you at your email server.

The exception is if your email address as recorded in the Email field in the ReloSpec Users table is a Yahoo, Gmail or AOL account AND the email is being sent to a Yahoo, Gmail or AOL account.  In those limited cases, your email will have the info@prosws.com added to the FROM field so that it may get delivered.

Do I need to do anything in ReloSpec?

No.  Not unless you are one of the limited few who have “@yahoo.com” or “@gmail.com” or “@aol.com” in your ReloSpec Email address, and even if you do, it will only affect you if you’re sending email to another Yahoo, Gmail or AOL account.  If you cannot use an alternate email address, please let a ReloSpec Support person know and we’ll help you find an alternate email account.

Posted in AutoPilot, Error Codes, Utility Settings. 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 »
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