Quick Email to Agent? Popular forms gets even better!

October 20, 2010 — Happybodyfood

The Email To Agent form has been a popular way to get a quick email to the agent from Relocation Specialist since not only does the email automatically populate the email address for the agent, but after sending the email, the contents are inserted into the Notes table for that record. 

Now, the Subject field defaults to the ‘Client First Name’ and ‘Client Last Name’ (ie. “RE: John Jones”).  So, now when sending that quick email you won’t need to type the client name into the Subject line.  The same is true for the ‘Email To Contact’ and the ‘Email to Referring Agent’ forms.

Posted in Communicating with your Agents, Forms, Tips & Tricks. Tags: , , . 1 Comment »

New FORM available in Relocation Specialist

May 4, 2010 — Happybodyfood

 A new form has been added to the FORMS page in Relocation Specialist named ‘Client Notification of Agent 2 (cc:Assigned Agt)’.

This form is used to notify clients/transferees of the agent assigned for Outgoing referrals. It includes the agent’s phone number(s) and email address.

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New Form

April 11, 2010 — Happybodyfood

Per a Customer request we have created a new form called ‘Incoming Information Sheet – Agent 2’ which is the same as the previous form (Incoming Information Sheet – Agent) but this one contains the [Referral Fee 1 Percent] field. The form is now available in ReloSpec.

Thank you.

Posted in Forms. 3 Comments »

Household Goods

March 26, 2010 — Happybodyfood

The Household Goods form has been updated to include the fields from the HHG page.  Now all the details from the HHG page along with other details from the Referrals table records are included.

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AutoAssign form has some new features!

February 18, 2010 — Happybodyfood

A cool new change has been made in the AutoAssign form.  Two new radio buttons have been added to the page that the Agent submits.  The choices are Yes, I accept or No, I do not accept and a choice must be made before the form can be submitted.  When the record appears in the Responses page you’ll have a record of what the Agent selected (Yes or No), the percent the agent agreed to and whatever comments may have been added. 

To see this work, click the FORMS link, click AutoAssign, click the link the Agent would click to open the online form and SUBMIT it. 

 The results may be viewed in your Responses table.

You asked…we listened!

Posted in AutoPilot, Forms. Tags: . 8 Comments »

Expense Reports have a new field added

February 17, 2010 — Happybodyfood

ReloSpec added the File Number field to the following forms: Expenses Report and Expenses Report 2.

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New form available; AutoAssign5

February 2, 2010 — Happybodyfood

The new FORM ‘AutoAssign5’ (AutoUDAssign7.asp) is now in ReloSpec.  This new form includes the Referral Fee 2 Percent, adds the Client Comments field and includes the Body of Letter.

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Can I create my own custom form?

April 6, 2009 — Happybodyfood

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:

  1. Open the Forms Link
  2. Open the Look Up Body Of Letter link located in the upper-left-hand corner
  3. Click the RED ADD new button
  4. Now type your letter in MS Word
  5. When you are done click Save As and select Web Page
  6. Now open that document and COPY and PASTE the contents into the Body of Letter page
  7. Click the ADD NEW RECORD button at the bottom of the screen

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.

Posted in Body of Letter, Common Questions, Forms. Tags: , , . Leave a Comment »
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