If a particular feature suddenly stops working, or works on another users PC, but not yours…..odds are your browser was either updated, or automatically updated. Often these changes can prohibit ReloSpec from operating correctly. In this case we suggest resetting your browser to DEFAULT settings:
While in ReloSpec, click on the menu bar at the top: Tools, Internet Options, Advanced, reset to Default settings.
Close browser, open and start over.
If your Tickler Report(which you should run each and every morning) says you have AutoPilot items waiting to go out, then they should be in the AutoPilot Folder.
If they are not in the AP folder when you open the link please go to that file and click on the ToDo link. If there is a BLUE check mark in the completed column then that item was sent out.
If you did not send the item out then another User in your department did. Make sure all Users understand how to FILTER for their own information.
If an AutoPilot that you THINK should be there, is not, then it is best to go back to the ToDo list for that file and trouble-shoot from that point. Is the start date correct? Is the item marked to repeat? Is the item marked completed? Look at each field and try to identify where the error may be located.
Open your Tickler page by clicking on the Tickler link on the left-hand side of your main referral pageTo Delete One Specific Tickler item
To delete multiple records
Open you Tickler page by clicking on the Tickler link on the left-hand side of your main referral page
Yes. When you open the Forms link you will see a column titled “Is Body of Letter used?” Any form with a blue check-mark next to in that column allows you to type your own custom letter to be sent out as that form.
The easiest and quickest way to create a Body of Letter is to follow these steps:
You have created the contents of your custom form.
Now you can set up an ActionPlan or a ToDo that uses that Body Of Letter and send it off to your desired audience.
***Note: The reason we use MS word is because there is some HTML code involved. If you do not save the contents into web form 1st and just paste the contents into the Body Of Letter, the letter will not appear as you want it to.
If you are missing new features that your coworkers can see, or you are viewing an old logo when a new one has been uploaded it is because your browser is NOT updating the page like it should. This is a setting in your Internet Explorer browser software.
While in ReloSpec, click on the menu bar at the top: Tools, Internet Options. On the General tab click the ‘Settings’ button in the ‘Browsing history’ section. For the ‘Check for newer versions of stored pages’ click the ‘Automatically’ radio button and click OK.
Close the browser, restart, login to ReloSpec and the logo should appear, along with updated pages throughout the application.
Please email your Logo in .GIF format to Jennifer@prosws.com
If you do not have a .GIF file then send a JPEG
The LREOwner field in Xchange corresponds to the ReloSpec MgrConsultant field. Updating the field in either db will synchronize with the other.
From the Referrals List, click the “AutoPilot” link on the left-hand side of the page. You are now looking at a list of all AutoPilot items that are due to go out that as of today or before.
If there are AutoPilot items that belong to another user and you do not wish to send them, click the SEARCH button, scroll down to “Who”, select your name, then click “Apply Filter”. You are now viewing only your AutoPilot items.
Click the button at the bottom of the page that says ‘Click Here to Send Emails’.
Close the page to return to the Referrals List.
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