How Do I Create An AutoPilot task?

December 6, 2008 — Happybodyfood

NOTE:  If you learn better VISUALLY check out our Video Tutorial for Creating an AutoPilot!!!

AutoPilot is one of Relocation Specialist’s most essential features.  Using AutoPilot you can get updated on a regular basis regarding the status of each of your referrals.  The process is as easy as setting up on simple To Do, and then letting the system do the rest.

To create an Auto-Pilot task:

  1. From the main Referrals List, click on the ToDo link on the left-hand side of the screen.

  2. Select your Activity as Autopilot.

  3. Select the date you would like your first update request to be sent to the agent.

  4. “Who” will be yourself, unless you are entering the information for another user.

  5. The ‘Description’ should be something like “Update Request”.

  6. Mark the ‘Is Repeating?’ feature as TRUE.

  7. Enter the ‘In How Many Days?’ as the number of days before you want the update request to be sent. If you want it to go every 21 days you would enter “21”, not “21 days”. (Numbers only.)

  8. ‘Is a Response Required’ is asking if you want ReloSpec to track whether the person has responded.  It should be marked TRUE.

  9. The ‘AutoPilot: How to Send?’ is asking whether the item will be sent using email or using the Report Generator.  You will send using “Email”.

  10. The ‘AutoPilot: Send To?’ allows you to enter the email address of who you want this email to be sent to. You may use the grey buttons at the bottom of the page to copy the email address into this field.  If you want the email address for the assigned agent, click the ‘Asgn Agt’ button and the email address will be automatically entered.

  11. The ‘AutoPilot: Email Subject’ allows you to enter a unique entry that will appear in the Subject line of the email.  This field is often combined with the next field ‘AutoPilot: Email Subject Variable’ which inserts the variable at the end of the email Subject line.  For example, if you enter “Update request for ” in the ‘AutoPilot: Email Subject’ field and select “Client Name” in the ‘AutoPilot: Email Subject Variable’ field and the client’s name is John Doe, then “Update request for John Doe” will be inserted into the email Subject line when sent.

  12. The ‘AutoPilot: Which form?’ field is used to select the form to be sent.  If this is an update request to an agent, select ‘AutoUpdate’. NOTE: Any form can be sent via AutoPilot, however only forms that have “Auto” in the form name allow responses to be tracked by ReloSpec.

  13. Click “Add New Record”.

 

 

 

 

Posted in AutoPilot, Common Questions. Leave a Comment »

How do I Transfer Files and ToDo Items from one user to another?

November 6, 2008 — Happybodyfood

If you have a User who has left the Company, or you simply have people changing roles within the Company, you can simply transfer files and ToDo items from one user to another….IN SECONDS!

Both Users have to be in your User Table in the Utility Section.  So if a User is departing the Company please do not delete them.  If you have already deleted them you will need to add them back…..and their User Name will need to be EXACTLY what is was prior to the deletion.  This is how the system will recognize their files and ToDo items.

To make the transfer please follow these directions:

For Transferring Files

  1. Go to the Utility Settings Menu
  2. Click on Referral Table/Search and Replace
  3. Enter the previous Users User Name in the Old Name field
  4. Enter the new Users User Name in the New Name field
  5. Click the Global Search and Replace Button at the bottom of the screen

To Transfer ToDo Items click on the ToDoList Table/Search and Replace and follow the same steps.

Once all files have been moved you are safe to delete the departing user from the User Table.

Posted in Common Questions, Manager/Consultant/User is leaving the Company, ToDo Page. Tags: , , . 1 Comment »
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