ReloSpec FORMS are getting Smarter

July 26, 2017 — relospec

Often ReloSpec users will need to send one of the FORMS pages to an agent or contact.  The quickest and easiest way to do that is to select the record in the Client List page, click FORMS, browse to the one you want, insert an email address and click SEND.  Easy!

But, then to document what you just did, you need to click NOTES, Add New, enter the info and click ADD NEW RECORD.

Now, ReloSpec forms are getting smarter.  Select the record, click FORMS and SEND it.  Then, ReloSpec will automatically add the note for you!  It will record the Date/Time, Who sent it, What was sent and to what Email Address.  We are now in the process of updating all the ReloSpec forms, and have started with the most-used ones.  If there is a form you use often that is not yet upgraded just let us know (support@prosws.com) and we’ll move it to the top of the list.

Smarter forms will help make things faster and easier for you!

Posted in 411, Forms, New Features, Referral List Page. Leave a Comment »

Need help updating email addresses?

July 12, 2017 — relospec

Recently Brookfield Global Relocation changed their name to BGRS.  If you have multiple records in your Contacts table with people from BGRS you’ll need to change their email addresses from something like Name@brookfieldgrs.com to Name@BGRS.com.

We can help with that.  If you have any such records, let Jim Evans know by emailing him at Jim@ReloSoftware.com.  He has created an update utility that will perform the update you.  No charge.  But, let him know by the end of this month so it can be scheduled.

Posted in 411, AutoPilot, Common Questions, New Features. Leave a Comment »

ReloSpec is going to the Cloud

April 13, 2017 — relospec

We’re happy to announce that the Relocation Specialist (ReloSpec) software will soon be running in ‘the cloud’.  In the simplest terms, cloud computing means storing and accessing data and programs over the Internet.  “But”, you might say, “ReloSpec has been on the Internet for years.  What’s different?”  The answer is ‘a lot’!

ReloSpec will be faster, more reliable and more secure in the cloud.

  • Rather than one server that all users login to there are multiple servers sharing the load
  • A newer, upgraded version of SQL database software is being used to store your data
  • Improved firewall hardware and software, and virus protection
  • As our needs grow, upgrades in memory and disk space will be easier and faster

The cutover date is scheduled for Friday, April 21st beginning at 11:00PM Central time.  During the cutover, ReloSpec will not be available for you to login.  This is so we can transfer all the databases from the old server to the new one.  It is estimated the transfer will take a few hours.  Provided all goes as planned ReloSpec will be available again early Saturday morning, April 22nd.  A follow-up blog will be sent when you’re able to log back in.

Beginning next week the new Internet address to use to login will be www.ReloSpecCloud.com.  You may still be able to access ReloSpec using the current URL you are using, but we prefer you go directly to the new URL.  You’ll use the same ID/Password you use now.

This move to the cloud is the biggest upgrade to ReloSpec since we converted to the Internet version many years ago.  We hope you enjoy the improvements.

Posted in 411, New Features, Products, ReloSpec News, Newsletter Articles, System. 3 Comments »

Do you use Lone Wolf software?

April 5, 2017 — relospec

ReloSpec is working with Lone Wolf to establish an API (Application Program Interface) link between our two products.  We’re at the point where we need to know which of our users would be interested in using the API.

The idea is to allow data to flow automatically between ReloSpec and Lone Wolf.  This would be an option you would purchase from ReloSpec and the target price is $10-$35/month.  There may be an annual rate as well at a reduced cost.

For now, we just need to know who would be interested.  If you are using Lone Wolf now or anticipate using Lone Wolf please let us know ASAP.  Send an email to Jim (Jim@ReloSoftware.com) and he will be in touch.  Please include the words “Lone Wolf” in the Subject line.

Posted in 411, Importing, New Features. 8 Comments »

New Report: Scorecard – Opportunities by Agent

March 1, 2017 — relospec

We’re very excited about a new report that provides more information about your agent’s performance.  The Advanced report name is ‘Scorecard – Opportunities by Agent’ and is listed in your REPORTS page.

Why this new report?  You have always been able to generate a report based on referral records where the agent was assigned and stayed assigned.  But that is not always what happens.  If the Assigned Agent was changed to another agent you weren’t able to track what happened with the original agent.  Now you can, and it is all done for you automatically!

THIS IS A VERY BIG DEAL!  Each time you assign an agent, a new Note is added to the Agents Notes table (not the Referrals Notes table).  The [Disposition] is entered as “Assigned” and ReloSpec knows to which referral record.  Once the agent accepts the assignment using one of the ‘AutoAssign’ forms, in addition to everything else, ReloSpec adds an Agents Notes record noting that it was “Accepted”.  Or, if the agent rejects the assignment, we track that along with the reason given by the agent!

So, now when the agent asks you why you don’t assign anything to him/her, you can run this new report and have ALL the results at your fingertips!

Click here to view a sample of this new report.  Notice it displays all Agents Notes and the disposition for each.  They are grouped by Referral record number, Client Last Name and Transaction Address.  You may run the report for any date range.  (Year-to-date is the default)

NOTE: ReloSpec began creating the Agents Notes this morning, so it will take a few days or weeks to build up the data needed for your report.  But, it is all in progress now and you didn’t have to do a thing!

Posted in 411, New Features, Referral List Page, Reports, Tips & Tricks. Leave a Comment »

Report Update: Scorecard-Summary for Offices, Agents

February 28, 2017 — relospec

Many of you reviewed the new Advanced ‘Scorecard – Summary’ report and let us know you appreciate the clean look and the ability to get results quickly.

However, a few of you have not been able to use the original report due to a large number of agents in your Agents table.  When selecting “All Agents” in the droplist there were too many for the report to process properly.

The original report is now two reports; the ‘Scorecard – Summary by Office’ and the ‘Scorecard – Summary by Agent’.  When you want to see results for one or more Offices choose the ‘…by Office’ version and when you want a report with one or more agents (not all agents) use the ‘…by Agent’ version.

Both reports group by Office(s), then Agents and will expand horizontally to display your unique Referral Status totals for each agent with one line per agent in a concise easy-to-read report.

Enjoy!

Posted in 411, New Features, Reports, Tips & Tricks. 1 Comment »

Training Webinars Announced

February 13, 2017 — relospec

Need some help getting beyond the ReloSpec basics?  Or perhaps you need some help with reports?  The ReloSpec Training Seminars page has been updated with the latest webinar schedule.

You may register for webinars over the next 3 weeks by going to the Web Seminar Schedule page.  It is found at the bottom-middle of the Main Menu page.  Or, click here to view the page and register for the webinar(s) of your choice.  Webinars generally last about 30 minutes and are free.

Posted in 411, AutoPilot, Common Questions, New Features, Reports, Tips & Tricks. Leave a Comment »

New Report: Scorecard – Summary

February 6, 2017 — relospec

Are you looking for a report that provides a summary of referrals assigned to a specific agent or office?  The new ‘Scorecard – Summary’ report may be just what you need.  Here are some of the features of this report:

  1. It allows you to filter for any Date Range.  Notice that the date range is for all records received or sent and does not filter for Closed Date.  You only see records sent or received for your agent within the date range.
  2. You may filter for one specific agent or all agents within one specific Office or all offices.  If you want all the agents within an office or set of offices, select ALL from the Agent droplist then select only the Office(s) you want.
  3. The report will accommodate whatever Referral Status settings you are using.  The report will expand automatically to include the Status settings used during the date range.
  4. It also includes Sale Price totals and averages, Difference and averages between List and Sale prices as well as Difference and averages between BMA and Sale Price
  5. The report is a summary and displays just one line per agent.  Very concise!

It is likely that once this report is viewed there will be requests for new variations.  Please review it and let us know how we can help you.

To view the report click the REPORTS link and browse to the ‘Advanced’ report “Scorecard – Summary”.

Posted in 411, New Features, Reports. 3 Comments »

Happy New Year!

January 4, 2017 — relospec

We wish you all a happy and prosperous new year!  We look forward helping enjoy the many benefits of the ReloSpec software, and now is a great time for a brief overview.

We have updated our website, which is at www.ReloSoftware.com  So, why would you go to the website if you already use ReloSpec?  Simple.  There is a good chance there are ReloSpec features you don’t know about or aren’t using.  And, using the feature(s) would help you save time and simplify your life!

The home page of the website contains some of most popular features.  Even if you think you’re familiar with all ReloSpec features, click the ‘Learn More’ button to get additional details for each item.  The items included are:

  • Express Forms
  • AutoPilot
  • Action Plans
  • Update ‘Brokers Using ReloSpec’
  • Using the Referral Submit Form
  • Customized Letters
  • Create your own team of Agents
  • Monitor Responses
  • The Tickler
  • Scheduled Reports
  • Change your User Profile
  • Agent Access
  • Corporate Access

These pages are not meant to be for training but are brief highlights of popular features.  Please take the time to review each one.  It is likely there are some features that will help you in the coming year.

Let a member of the ReloSpec Team know if you’d like more information or help with any of the features.

Posted in 411, ActionPlans, AutoPilot, Common Questions, Forms, New Features, Products, Reports, Tickler, Tips & Tricks. Leave a Comment »

Getting the most from your ReloSpec: REPORTS

November 16, 2016 — relospec

At some point, after entering all those referral records you’re going to want to produce some reports.  This blog will help you understand your choices with reports.  ReloSpec report categories and features as shown on the REPORTS page are listed below.

  • Most Popular;  When you click the radio button for ‘Most Popular’ in the upper-left of the REPORTS page a listing of the most popular ReloSpec reports will be displayed.  These reports are selected for you by the ReloSpec Team and are always subject to change.
  • My Favorites;  Clicking the ‘My Favorites’ button will display the reports you have designated in the SETTINGS page.  They are unique to your database and may be edited at any time by you.  When you first start with ReloSpec there are certain default reports that are displayed.
  • All Reports;  By clicking the ‘All Reports’ button, all ReloSpec reports will be displayed.
  • Advanced;  Advanced reports allow you to filter using droplists and calendars and produce “pretty” reports that may be downloaded to Excel, or exported to a PDF or MS Word format.
  • Standard; The Standard reports are more simple but sometimes have more flexible filtering.  Results are displayed in rows and columns without grouping (like Advanced reports), and Standard reports may be downloaded to Excel.
  • Miscellaneous; These reports have special uses and are not generally used to produce “regular” reports.

There are a few special features with ReloSpec reports in addition to the categories above.

  • Activity reports start with “Activity…” in the report name and are used to display all activities within a date range.  They typically include Incoming/Outgoing/Other records that came in or went out or were Closed no matter when they came in.
  • Closed reports start with “Closed…” in the report name and display records that were closed within the date range.
  • Scorecard reports start with “Scorecard…” in the report name and display records for a specific Agent or Office.
  • Scheduled reports are certain reports which ReloSpec automatically sends to agents or Office Managers as scheduled in advance.  Upon receiving the email, the agent or manager can click a link in the email and view in Read-Only mode records pertaining ONLY to them.  You select which report you want sent to whom and when.  ReloSpec does the rest!  A ReloSpec Team member can help you arrange for Scheduled Reports.
  • Custom Financial Report is a special report that allows you to select the fields you want, filter the records and sort the results.  It is a great report for quickly finding the data you want.

If you cannot find the report you need or if you want help with the ReloSpec reports, let a Team member know.  We’re here to help you!

Posted in 411, Common Questions, New Features, Products, Reports. Leave a Comment »
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