Save Time With Scheduled Reports

June 4, 2013 — Happybodyfood

Are you spending a lot of time generating ReloSpec reports, then needing to distribute them to others?  Use the ‘Scheduled Reports’ feature to save time and effort!

With Scheduled Reports you identify which report(s) go to whom on what date and let the ReloSpec AutoPilot do the rest for you.  Create a separate Referrals table record to which you’ll assign the AutoPilots.  Each AutoPilot (ToDo table record) will have the date, addressee, the form name (‘Custom Letter (blank)’) and the Body of Letter that identifies which report to send.

If it sounds a little complicated, it’s not.  Check out the new Training Video for ‘Scheduled Reports’ (7 1/2 minutes), and as always, your ReloSpec support team is ready to help you save time.  Just let us know.

Posted in AutoPilot, Body of Letter, Common Questions, Forms, Reports, Tips & Tricks. 2 Comments »

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 »

March and April Web Seminars Available

March 5, 2013 — Happybodyfood

The March and April Web Seminar schedule is ready for your review.  Attend one of our Web Seminars and see how much more efficient you can be!  They’re fun, last just 30 minutes and they’re FREE!

Click here to view the Web Seminar schedule

Posted in Common Questions, Forms, Tips & Tricks, Training. Leave a 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 »

Are You Using the Custom Email Signature Yet?

November 9, 2012 — Happybodyfood

A few months ago we greatly enhanced your ability to customize each user’s profile, including the ability to create your own Email Signature.  We have converted all Letters that are available in the FORMS page so that they use the Email Signature from the User’s table.

Many have updated their user settings to include images, links to their email address and links to their company web address.  Some have even added a link in the signature to open the Referral Submit Form to allow addressees the ability to submit referrals directly to their database!  Cool!

But many have not yet updated their Email Signature.  Why not?  It is easy to do, doesn’t take much time and you can choose between four different templates to help you get started.  Imagine all emailed letters from your ReloSpec database having a signature that looks like this:

The Relocation Team

Barb, Kathryn and Tim
Outbound Referrals and Pre-Marketing Managers

(402) 426-9542 – Direct
(402) 426-2169 – Fax
info@prosws.com
Click here to Submit a Referral!

To get started, from the Main Menu page, click ‘Utility Settings’, ‘Users’, select the name and click the pencil to make changes. While you’re there you can change Passwords, choose between nine (9!) different Themes (color combinations) and make other selections to customize your ReloSpec experience.

Let us know if you need help with any of the Users table settings or any ReloSpec issue. We’re here to help you!

Posted in 411, Adding and Removing Users, Common Questions, Forms, Managing your Users, Tips & Tricks, Utility Settings. 2 Comments »

Popular ‘Live’ Training Seminars are Scheduled

October 15, 2012 — Happybodyfood

Two ‘live’ on-site Training Seminars have been scheduled for next February.  The two all-day Seminars will be held Monday, February 25th in Las Vegas, then Tuesday, February 26th in Phoenix.  An email announcement is also being sent later today to all Relocation Specialist customers.

The cost is $195/person, and includes a catered lunch.  Times are 9:00AM-4:00PM each day.  The Las Vegas Seminar is just after the RE/MAX conference and just before the LeadingRE conference in Las Vegas.  The Phoenix Seminar is the day before the Cartus International conference in Phoenix.

The agenda for both meetings includes just about anything you wanted to know about the Relocation Specialist software, plus a few things you don’t know.  Included will be a ‘Show & Tell’ (“Best Practices”) from Relocation Specialist users on how they use the database to their advantage.  Please see the email for more Agenda details.  If you did not receive the email and would like more information please contact Jennifer (jennifer@prosws.com) or Sue (sue@prosws.com) for more information.

To register for the Las Vegas Seminar click here

To register for the Phoenix Seminar click here

We look forward to seeing you at one of the upcoming Training Seminars.  If you would like to participate in the ‘Show & Tell’ portion, please let Sue (sue@prosws.com) or Jennifer (jennifer@prosws.com) know.

Posted in Cartus, Common Questions, LeadingReE, Products, Tips & Tricks. Leave a Comment »

Advanced Reports growing in Popularity

January 3, 2012 — Happybodyfood

Managing referrals and leads with Relocation Specialist is a snap, but at some point, getting meaningful reports will allow you to evaluate your efforts.  We have three important announcements regarding reports.

First, the ‘Advanced’ reports continue to grow in popularity.  If you’re not familiar with them, do yourself a favor and check them out.  Click the REPORTS link in the Referrals List page, then click the ‘Advanced’ radio button.  The Advanced reports will be listed for you.  With all Advanced reports you may view, print, download to Excel or Word or view/save as a PDF file.  All with great formatting and accuracy!

Second, we are adding Preview Samples to all Advanced reports.  When you click the REPORTS link you’ll now be able to get a sample of what the report includes and what it will look like when saved/printed.  You may browse, click the link to ‘See full sample’ or even click the ‘Add to favorites’ link and add the report(s) to your company’s list of favorite reports.

Third, we’re asking you to check out the latest reports that may provide just the details you need.  They are:

  • Scorecards – Agent  (all details needed to evaluate agent’s performance)
  • Scorecards – Agent 5  (14 reports shown in a 1-page summary for an agent)
  • Scorecards – Office  (details needed to evaluate office(s) performance)

Check out these reports and all Advanced reports.  If you have any reporting needs that aren’t met with the Advanced reports, please let us know.  Or, if you’re not sure which report(s) to use, just let us know.  We’ll be happy to find the one(s) that will provide what you need.

Posted in Common Questions, Reports. Leave a Comment »

Did you know? Play to win!

April 15, 2011 — Happybodyfood

TGIF ReloSpec Friends!  I hope you have some fun, relaxing plans on the books for the next few days!  Let’s kick it off with some fabulous news and a bit of fun!

In our best attempt to keep you educated on the always improving and evolving Relocation Specialist Product we have added a new feature this week!  When you login to your database you will now notice your homepage has a bright YELLOW light-bulb under the word “referrals”!!!  Didn’t notice?  Time to take a better look!

This is our new “DID YOU KNOW…” section!  Each day of the month we will post a reminder on how to use a function in our system, or a tip on how to zip around ReloSpec as efficiently as possible!

This FANTASTIC idea came from a few of you at a recent conference!  We love our Customers and we love that you help make our product the best in the Industry!

We also know we don’t KNOW it all!  So now let’s play to win!  Submit your “Did You Know…” tips to me, Jennifer@prosws.com, and if yours is selected to be used, you will be entered to win a $50 gift-card to Amazon.com!  $50 for sending me a little piece of advice…not too bad!

When you send me your tip, please let me know if you want your name added to the tip (we like to give credit where credit is due) or if you would prefer to remain Anonymous.

Thanks ReloSpec Customers for making it fun for us to come to work every day!!! 

Have a GREAT weekend!

The ReloSpec Team

Posted in Common Questions, Contests, Tips & Tricks, Uncategorized. Tags: , . 4 Comments »

Printing Reports, Print Settings

October 30, 2009 — Happybodyfood

If you want to print a form and it does not print on a single page, a few simple adjustments need to be made. 

  1.  Pull the form up in ReloSpec and go to your tool bar at the top of the page- then press file.  Depending on the version of office that you have, you will do one of the following two things.
    1.  If you press preview and you have a tab that will allow you to change the percentage of your print then you can click on the tab and change the percentage to one that will reduce the print to a single page.  If you have one that says “shrink to fit”, that will automatically adjust it.
    2. If you do not have the tab in the print preview then you should go to page setup under the print option.  Here you can adjust your margins to fit more on a page.  You can go as low at .10 if you need to.

   Once your print options are adjusted they will stay like that for future printing.

Posted in Common Questions, Error Codes, Reports. Tags: . Leave a Comment »

Relo Spec Will Not Allow Me To Enter A New Referral?

September 25, 2009 — Happybodyfood

To Enter a New Referral:

  1. Click the Red ‘ADD NEW’ button
  2. Enter the fields as needed. (Not every field needs to be filled-in in order to track your referral.) NOTE: Upon selecting the ‘Referral Type’, the Subtype field will be entered automatically. This assumes you have completed the Subtypes for each Referral Type in the Referral Types table in ‘Utility Settings’. See the ‘Getting Started’ page for more information.
  3. When completed, click the ‘ADD NEW RECORD’ button at the bottom of the page. The record will then be saved and you will be returned to the database grid.

If your Referral is not accepted then most likely you are entering something into a field which goes over the character limit, or is not intended for that field.

 

It’s a matter of identifying which field(s) is giving you the problem. Here are the most common errors:

Text being added to DATE fields such as ‘Date Received’ or ‘Initiation Date’

Text being added to NUMBER fields such as ‘Referral Fee 1’, ‘PriceRange2’, or adding dollar signs ($) or percent signs (%)

Too much text being entered into a field. For example the ‘Firm’ field will accept up 50 characters (including spaces). Anything over that causes errors.

If you still can not determine the area causing the error, then simply enter the information section by section until it gives you the error again, thus identifying the problem area.

Posted in Common Questions, Error Codes, Uncategorized. Tags: . Leave a Comment »
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