2 Days to Get Lower Price on Training Seminars

There are just two days left (today and tomorrow) to get the lower price for the ReloSpec All-Day Training Seminars in Las Vegas and Phoenix.  These seminars will be helpful for ReloSpec beginners and advanced users alike.  Come and learn time-saving features from the experts and other ReloSpec users.

Click this link to view the proposed Agenda

Las Vegas Training Seminar (in person)
WHEN:        Monday, February 25th, 9:00AM-4:00PM
COST:          $195/person; includes a catered lunch  (After 1 FEB 2013 cost is $245)
REGISTER:   https://www2.gotomeeting.com/register/720623946

Phoenix Training Seminar (in person)
WHEN:        Tuesday, February 26th, 9:00AM-4:00PM
COST:          $195/person; includes a catered lunch  (After 1 FEB 2013 cost is $245)
REGISTER:   https://www2.gotomeeting.com/register/502914698

Phoenix Training Seminar; Morning Session via Internet
WHEN:    Tuesday, February 26th 9:00AM-11:00PM (Mountain Time)
COST:            $39/person   (After 1 FEB 2013 cost is $49/person)
REGISTER:   https://www2.gotomeeting.com/register/280688002

Phoenix Training Seminar; Afternoon session via Internet
WHEN:          Tuesday, February 26th, 2013 from 1:00PM-3:00PM (Mountain time)
COST:            $39/person   (After 1 FEB 2013 cost is $49/person)
REGISTER:   https://www2.gotomeeting.com/register/763367178

 

We hope to see you soon!

‘LIVE’ Training Seminars in Las Vegas and Phoenix

Two ‘Live’ Training Seminars have been announced for late February; one in Las Vegas and one in Phoenix.  Here is your chance to meet in person with members of the ReloSpec Team and learn how to do all those cool things you keep hearing about.

And, for those of you who cannot attend in person, the Phoenix Training Seminar sessions will be available over the Internet!  You can attend the morning session (9:00-11:00 Mountain time) or the afternoon session (1:00-3:00 Mountain time) or both!  (Register for either, or both sessions below.)

Cost to attend either ‘Live’ event in person is $195 and includes a catered lunch, if paid by 31 JAN 2013.  NOTE: If the registration fee is paid after 31 JAN 2013, the cost is $245.  Within 1 business day of registration you’ll receive an invoice via email.

Cost to attend the Phoenix Seminar via the Internet is just $39 for each Morning and Afternoon session, or $69 for both.

Las Vegas Training Seminar (in person)
WHEN:         Monday, February 25th, 2013 from 9:00AM-4:00PM
COST:           $195/person; includes a catered lunch  (After 31 JAN 2013 cost is $245)
REGISTER:  https://www2.gotomeeting.com/register/720623946

Phoenix Training Seminar (in person)
WHEN:         Tuesday, February 26th, 2013 from 9:00AM-4:00PM
COST:             $195/person; includes a catered lunch  (After 31 JAN 2013 cost is $245)
REGISTER:  https://www2.gotomeeting.com/register/502914698

Phoenix Training Seminar; Morning session via Internet
WHEN:         Tuesday, February 26th, 2013 from 9:00AM-11:00AM (Mountain time)
COST:            $39/person   (After 31 JAN 2013 cost is $49/person)
REGISTER:   https://www2.gotomeeting.com/register/280688002

Phoenix Training Seminar; Afternoon session via Internet
WHEN:          Tuesday, February 26th, 2013 from 1:00PM-3:00PM (Mountain time)
COST:            $39/person   (After 31 JAN 2013 cost is $49/person)
REGISTER:   https://www2.gotomeeting.com/register/763367178

Click here to view the Proposed Agenda for the ‘Live’ Seminars

We look forward to seeing you at either Seminar; in person or via the Internet!

Are You Using the Custom Email Signature Yet?

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!

New FORM Letter for Outgoing Referrals

A new FORM named ‘Outgoing Letter to Assigned Agent’ has been added to the list of FORMS.  This is a form that may be sent to the Assigned Agent for an Outgoing referral.  It includes the Client Name, contact information for the Referring and Assigned Agents, and when the form is sent manually it automatically inserts the email addresses for the Referring and Assigned agents.

NOTE: This new form includes the new Email Signature that is set up in the Users table, so if you haven’t already done so be sure to update that field prior to using this form.  From the Main Menu, click Utility Settings, Users, select your name, click the pencil and update the Email Signature field.  There are sample entries to review.  If you need any help with setting up your Email Signature, please let us know by submitting a Help Desk request.

Adding and Removing Users

Adding a New User:

In order to add a new user you must have an open license.  If you are deleting/removing a user you now have an open license.  The other option is to purchase a new license by contacting Jennifer@prosws.com

  1. To ADD your new user simply go to the Utility Settings/Users/Red Add New Button
  2. Once you have ADDED the new user please scroll to the bottom of the page and make sure there is no “Yellow Error Box” telling you that username is already in use
  3. We will receive the notification that you have added a New User at which time we can enable this User’s access

Removing a User:

  1. Anytime an employee departs you must notify us.
  2. By Deleting the User’s information you are NOT disabling their access.  We must turn off their access on our end!!!
  3. If you want to simply change their password you do not need to contact us.  Please go to Utility Settings/Users/Red Update Button and enter a new password.
  4. Once you have transferred files from the past User you can delete that User’s profile.

Please See:

https://relospec411.com/2008/11/06/how-do-i-transfer-files-and-todo-items-from-one-user-to-another/

Update your Info, win free stuff!

Would you like to do business with other Brokers who are using Relocation Specialist? 

We have designed our Software to make working with other Relocation Specialist users EASY!

The only problem is YOU the USERS have to make sure the rest of the “ReloSpec Community” can find you!

If you want to know what Brokers, in what cities and states are using Relocation Specialist please:

  • Login to Relocation Specialist
  • Click Utility Settings
  • In the 2nd column, 2nd link from the bottom you will see “Broker’s Using ReloSpec”
  • Click the link

 

Here you can search through all of our users!  Only problem is you, THE USER, has to be ok being found!

We can’t imagine you wouldn’t want the business, yet many of you have not updated your Broker information, or Relocation Counselor’s information.

If you could log in and:

  • Verify existing information
  • Add any NEW information needed
  • And DELETE any outdated users/information

That would be a HUGE help in allowing others in the “ReloSpec Community” to find you!

The first 10 Users to do this will get $25 Starbuck gift cards, and the first 50 will be entered into a Drawing for Lunch On Relocation Specialist!

click the number next to YOUR Database and click UPDATE

If you even open and review your info it will count!  Our software will tell us who does this and when, and we will announce the winners when we get to 50!

Also please PLEASE feel free to delete any outdated information/users that may be in the database.

Security options, adding an “Access Privilege”

When you add a new user you will see a field call “Access  Privileges“.  Access Privileges are broken down into three levels:

FULL (Default)        Members of this group have access to all areas, including Utility Settings.

MEDIUM        Members of this group have access to everything except the Utility Settings.

LIMITED        Members of this group may not access the Utility Settings, and this group does not have the ADD, DELETE, UPDATE or DOWNLOAD navigation buttons for any of the  Agents or the Contacts pages.  In addition, members of this group may not UPDATE or DELETE any of the Notes once they are entered.

We recommend all users be given FULL access, but we do understand there are situations and circumstances that call for greater control and security and we hope you will find these solutions helpful should you require their use.

Again, “Access Privileges” are located in each User’s Profile in the Users section of the Utility Menu

When a counselor (Mgr/Consultant) leaves do the AutoPilot items assigned to that person need to be changed?

The short answer is ‘No’.  To understand the answer, you need to understand how AutoPilot works.  There are two things to consider: 1) the sending of the AutoPilot items and 2) the responses to the emails send by AutoPilot.
First, all AutoPilot items that are emailed are sent using the email address of the person sending (processing) the items.  It doesn’t matter who the Mgr/Consultant is.  When the items are sent, all items that are in the AutoPilot window are sent and will have the return email address of the sender.  This is why it is important that if there is more than one Mgr/Consultant in the office, the person sending the items (which is the person clicking the button to process the items) should filter the list for those items pertaining to him/her.  Otherwise, all items will be processed using the email address of the sender.  Of course this is only a concern if the receiver hits REPLY and sends a return email.  The resulting email will be sent to whatever email address is on the original email.

Second, if the ‘AutoUpdate, Assigned Agent’ form is used with the AutoPilot and if the receiver uses the form properly and does not hit REPLY, then it doesn’t matter who sends the email.  The response from the agent is added to the Responses table and gets processed separately.

All of this is assuming you are not sure who you want handling the current files.  If you have a New User or Current User who you want to manage these items please see the post on Transferring Files and ToDO Items.

 

 

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

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.