Friday Update: Color Codes, Ref Submit, Action Plans & AP button

June 5, 2015 — Happybodyfood

Welcome to another Friday update, where we highlight a few of the recent upgrades to ReloSpec.

First, a quick fix for the Color Codes on the Tickler page.  Some time ago we expanded the number of available Color Codes for the Client List page, but somehow neglected to make the same expansion to the Tickler page.  That has been fixed.  Now whatever colors are selected (if any) in the Client List page will be reflected on the Tickler page.

Second, an enhancement to the Referral Submit page.  When a new referral is submitted the default for the Referral Status is “Active”.  That’s just one less step to do when processing new referrals.

Third: Action Plans.  Much work has been done with Action Plans lately.  Here is the description we used in a blog last March:

[Action Plans] assign pre-recorded tasks quickly to your referral, and free up hours of your time. For example, let’s say each time you add a new ‘In-Buy’ there are certain tasks you commonly do such as send the AutoAssign form to the agent and schedule your update requests. As soon as ReloSpec sees you have added the new ‘In-Buy’ record it will prompt you to ask if you want to add the tasks from the Action Plan. Click YES and it’s done automatically.

We also introduced the ‘Add Sample Action Plans’ button to the Settings page which allows you to quickly add whatever standard Action Plans you may be missing in your database.  Today we’re announcing two additional items that are part of the standard Action Plans.  They are ‘In-Buy / Active’ and ‘In-List / Active’.  Clicking the ‘Add Sample Action Plans’ will add these two new ones to your Action Plans table making them available for use under those specific situations (ie. Type = “In-Buy” and Status = “Active”).  Clicking the button will not duplicate what is already there.  When you click the button ReloSpec checks to see if you already have the Action Plan and if you do it skips to the next one.  If you don’t it will add it.  Action to take: From the Main Menu, click Settings, click ‘Add Sample Action Plans’

Last (for today) is the new AP button that appears on the Client List page in the ‘Quick’ column.  We have had the ‘Quick Notes’ button there for a long time which allows you to quickly add a formatted note for the selected referral.  Now below the ‘N’ there is another button with “AP” on it, which stands for Action Plan.  When you click the button, ReloSpec will look at the Referral Type and Status for the selected record and display the corresponding Action Plan for the record.  For example, if you have a record where the Type = “In-Buy” and the Status = “Active” then that Action Plan is displayed.  Just click the ‘Click here to COPY…’ button and the Action Plan Items are added to the record.

The new AP button is a great way to add quickly the Action Plan Items from Action Plans matching the Type and Status for your record.

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

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 »

Lookup from Agents table; Areas Served Enhanced

March 16, 2015 — Happybodyfood

In a recent blog we introduced the ability to identify agents you may want to assign “next”, as well as the ability to view the ‘last assigned date’ for each agent.  Now, we are enhancing your ability to search for agents; this time with the ‘Area Served’ field.

In the past you could open the Agents page then click the ‘Areas Worked’ button to open the Areas Worked table and add the area(s) the agent works in.  The problem was that when using the ‘Lookup from Agents table’ link in the Clients List page you weren’t able to search that separate table of Areas Worked.  This week we are in the process of converting all those agent’s Areas Worked records into the ‘Areas Served’ field in the Agents table.  This means that now when you click the ‘Lookup from Agents table’ you can search by the usual fields plus by Areas Served.

To update the Areas Served field, click the Agents link on the left side of the Clients List page, select the agent you want to update, click the pencil and fill-in the field.  You can enter whatever items on which you want to search on later, such as cities, geographic locations, zip codes or whatever.  You may separate the entries by whatever you choose, though none are required.

When searching the Areas Served field you can also use the keyword “OR” or the keyword “AND” and combine your searches into one convenient search.  For example, let’s say you’re looking for the agents that work in Omaha or in Lincoln.  You can put “Omaha OR Lincoln” in the Area Served field and it would display all agents that work in Omaha or Lincoln.  If you entered “Omaha AND Lincoln” in the field it would display only those agents that work in Omaha and Lincoln.

This great new feature allows you to search the Areas Served field when adding or editing a record, which you weren’t able to do before.

Posted in 411, Referral List Page, Referral Page. 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 »

Friday Update

December 12, 2014 — Happybodyfood

Welcome to the first ‘Friday Update’.  One of the suggestions from a recent Advisory Council meetings was to have a ‘Friday Update’ page to identify all the updates done with the Relocation Specialist software during the last week.

Each week, there are many updates and tweaks that are done with the software.  In the past, most of them were never announced but were often noticed by the more observant users.  We usually blog about the bigger, more noticeable changes, but the ‘Friday Update’ is an attempt to provide a list of all the changes.

There may be subtle changes that you could use that you may not be aware of.  Once you’re aware of them, you may want to use them.  Here is a list of the recent changes, in no particular order.  (Because this is the first ‘Friday Update’ there are a few items from previous weeks.)

  • Images option now allows you to update and store files for Agents and Contacts, independent of Referral records
  • New icons are used throughout the application for all Themes except ‘Classic’.  If you want to change the various color combinations (or ‘Themes’) go to the Settings page, Users, select your name and click UPDATE.  The ‘Theme’ field is on the right column.  You may view sample Themes there so that you can select the right one for you!
  • The Settings page has been rearranged into groups to make it easier to locate the button needed
  • The Clients List (formerly ‘Referrals List’) grid has been rearranged to:
    • Remove the radio buttons at the top of the page (no longer needed)
    • Display Client First Name and Client Last Name in separate columns
    • Combine the Referring and Assigned Agent names into one column  to save space
    • Display the Contact First Name in the Contact Name column
    • Change the layout so that the Email and Text Message icons come after the name(s) to make the names easier to read
    • The links on the left side of the page have been rearranged to include links for a selected Client record in the top group and all others in the bottom group
  • Updated the Agents page to display Notes below the grid (like the Clients page) and the Images below the Notes
  • Updated the Contacts page to display Notes below the grid (like the Clients page) and the Images below the Notes
  • New Report:  ‘Scorecard – Office 5’ was added to remove the Subtype and Color Code, and add the Initiation Date and the Transaction Address
  • New Form: ‘USAA Update Price Quote’ form was added for use by Cartus brokers only.  The link will open the USAA page and when submitted will post the page to USAA

Have a great weekend!

Posted in 411, AutoPilot, Cartus, Images Option, Referral List Page, Reports. 1 Comment »

ReloSpec Theme ‘Ultra’ and New Icons

November 25, 2014 — Happybodyfood

There are now ten (10!) different Relocation Specialist color ‘Themes’ to choose from.  And the latest has something very special.

The new Theme is named “Ultra” and it contains the new icons being introduced this week.  Rather than the older-looking buttons with just the words on them, Ultra includes color graphics, words and ToolTips that appear when you mouse-over the icon.

To select Ultra, or any other Theme, do the following.  From the Main Menu page, click ‘Settings’, ‘Users’, browse to the user name, click the pencil to edit and in the right column select the Theme from the droplist.  There is a button there to ‘View Samples’ where you may see the various Theme colors.

Ultra is now the default Theme for all new ReloSpec customers, and the new icons will be extended to all themes except ‘Classic’.

Posted in 411, Adding and Removing Users, Referral List Page, Tips & Tricks, Utility Settings. 2 Comments »

ReloSpec Facelift Is Coming Soon

November 24, 2014 — Happybodyfood

Perhaps by now you have noticed the new icon buttons on the Relocation Specialist Main Menu page. We hope you like the new look!

Similar icon changes will soon be viewed on the Clients page (used to be called “Referrals List”) and most related pages such as Notes, Tasks (used to be “To Do” and now labeled “Tasks (To Do)”, and others.  And, there are also changes coming for the Utility Settings (now labeled “Settings”) page.

The Clients page now combines the First and Last Names for the Client, Assigned Agent, Referring Agent and the Contact so that less room is used to display a separate First Name field.  These are for display purposes only.  The records have not been changed.

Also, the Transaction Address has been moved to follow the Client Name field in the grid and the radio buttons at the top of the page, which are no longer needed, have been removed for a ‘cleaner’ look.

Another change you’ll notice soon is that the links on the left side of the Clients Page have been rearranged with those relating to a selected record in the grid in the first group and other more general links in the second group.  ToolTips (messages about the link) have been added for each link of the left side and for the icons at the top of the Clients page.

You still have the option of changing your Theme so that you can use different color combinations.  There are currently ten (10!) different Themes (color combinations) to choose from.  To select one, from the Main Menu page, click ‘Settings’, ‘Users’, select your name, click the pencil, and on the right column use the droplist to choose your Theme.  You can click the ‘View Samples’ page to see the various color combinations.

If you want a sneak peak at the new icons that are coming for the Clients page (and most other pages), select the ‘Ultra’ Theme in the Users table, return to the Main Menu page, Logout and log back in.

We hope you enjoy the new look.

 

Posted in 411, Forms, Referral List Page, Tips & Tricks, Utility Settings. 1 Comment »

Add Some Color to your Referrals!

November 12, 2014 — Happybodyfood

Want to add some color to your Referral records? Do you need to expand beyond the standard “Blue”, “Green”, “Red” and “Yellow”? Now you can! Four new colors have been added to the list. They are “Coral”, “Navy”, “Slate” and “Violet”.

You may use the color codes however you like.  Just click the pencil to edit a Referrals List record and select the color code from the droplist at the top of the page.  You may SEARCH by color code, and there is also a report (‘Activity, Grouped by Color Code’) which you may find helpful.

Posted in 411, Referral List Page, Reports. 1 Comment »

Document When an Agent Rejects a Referral

September 25, 2014 — Happybodyfood

Need to keep track of the times when an agent rejects a referral? Many of you have used the Agents Notes table to enter the information, however now it is easier to enter and is more specific.

To record when the agent rejects a referral, click the AGENTS link on the left side of the Referrals List page, select the agent and click the ‘View Notes’ button.  The (Agents) Notes page will open.  Click ADD NEW and you’ll see two new fields, [Disposition] and [Description].  For the Disposition field you have a droplist with choices of “Accepted” or “Rejected”.  For the Description field you have another droplist with the following choices, “Price”, “Vacation”, “Too busy”, “Did not answer”, “Location” or “Referral Type”.

The option to add to the Agents Notes table is also on the ‘Lookup’ page that you use to find the agent to assign; Referring Agent or Assigned Agent.  So, if you already have one agent as the Assigned Agent but need to assign a different one, using the ‘Lookup’ page you can find the first agent add the “Rejected” note, then find the replacement agent, click the button and bingo, the new agent is in place and the previous agent has the “Rejected” note added!

Soon, the Agents Notes will be added to the Agent Scorecard reports so that you’ll be able to see the results for the agent within the date range along with the number of times the agent rejected a referral opportunity and the reason.

Posted in 411, Agents Table, Forms, Referral List Page, Reports. Leave a Comment »

New Training Webinars Have Been Scheduled

July 10, 2014 — Happybodyfood

Do you want to save time while using ReloSpec?  Do you want to learn about the latest (free!) features that have been added?  Or, do you want to brush up on something you should have learned a long time ago?

You can learn about the new ‘Show Agents’ link where you just enter the Client’s zip code and the Office(s) and Agents associated with that area are instantly displayed!  Or, how about the new Agent Lookup feature that allows you to search for ‘A-Team’ members or other filters?  Learn how to save time by using the Action Plans to instantly create the AutoPilots and other ToDo items.

A 30-minute investment of your time now will save you hours of time later!  Plus, they’re free!

The Web Seminars list has just been updated.  Click here to view the list.

 

Posted in 411, ActionPlans, AutoPilot, Referral List Page, Reports, Tips & Tricks, Training, Uncategorized. Leave a Comment »
« Older posts
Newer posts »