Update to Dead Reasons Table

March 17, 2015 — Happybodyfood

In an effort to make Relocation Specialist (ReloSpec) even easier to use we are adding new features and making a few things more automatic.  Today, we’re inserting records into your Dead Reasons table, if you haven’t used the table in the past.

After logging in, ReloSpec is checking to see if you have only 1 record in your Dead Reasons table, which before today was the default.  If there is only 1 record, ReloSpec will add 15 of the most-used Dead Reasons into your table.  That way, if you have a record that goes “Dead” and you want to track the reasons why referrals have gone dead, you may now select from among the most often used reasons.  The ‘Dead Reason’ field is in the Client List under the section labeled ‘General Information’.  You don’t have to use this feature, but if you want to it will now be more useful.

If you already have more than 1 record in your Dead Reasons table, no additions will be made.  If you want to modify any of the records in the table, from the Main Menu page click Settings, Dead Reasons, select the record and make the change.

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

New Feature: Agent AutoAssign

March 6, 2015 — Happybodyfood

Do you have a team of agents you want to assign referrals to in a round robin fashion?  Or, would you like to see a list of agents and know “who’s next”?  Now you can.

Select the agent in the Agents table, click the pencil and in the ‘AutoAssign?’ field set it to TRUE.  Now that agent is a member of the AutoAssign Team.  Then, when you’re in a referral record and  you click the ‘Lookup from Agents table’ link you’ll be able to view a listing of Team members by clicking the ‘Show AutoAssign Agents Only’ button.  When you click the ‘Show the AutoAssign Agents Only’ button you’ll see a table displaying who the last person selected was and who the next one should be.  Click the SHOW button and the list will be filtered to the one agent who is “next”.

But, what if you want to select an agent from a specific office?  Click the SEARCH button, select the office and APPLY FILTER.  Notice that on the right side of the grid there is the ‘Last Assigned Date’ field.  Click the column heading to sort the selected records A-Z.  Click it a second time to sort in reverse order (Z-A) and determine who is next to receive a referral.

If you want to see the Training Video for this new feature, click here.

We hope you enjoy this new feature and find it helpful for determining which agent is “next”.

Posted in 411, New Features, Referral List Page. 1 Comment »

Assigning Agents Just Got Easier With Agent AutoAssign

January 29, 2015 — Happybodyfood

 

Introducing Our Newest Feature: Agent AutoAssign

When you work with a team of Agents the Agent AutoAssign feature will allow you to manage the distribution of new referrals effortlessly! ReloSpec can now keep track of which Agent is up for a new referral, one less thing you have to manage!!!

To use this feature SIMPLY:
1)  Go to the Agents Table
2)  Select the Agent
3)  Click the pencil and select TRUE for the ‘Auto Assign’ field

Do this for each Agent you would like to see in this rotation.

Moving forward, when you go to assign an Agent for a new referral and click the ‘Lookup from Agents table’ link in the Assigned Agent section, you will see a button labeled “Show AutoAssign Agents Only“.  When you select this button, only those agents with AutoAssign=TRUE will be displayed.  You will then see a box open that displays the Last Agent and the Next Agent up for a referral.

The Next Agent has a SHOW button next to it.  You will click this button, the page will then filter to that agent, and you will then click the big button at the top of the page to insert that agent into the Referral record.

Our newest feature is available to all ReloSpec users.
The Training Video for the Agent AutoAssign feature can be viewed here:

Please feel free to contact any of our Team Members if you have questions.
Posted in New Features. Tags: , , , , , , . 2 Comments »
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