‘LIVE’ Training Seminars in Las Vegas and Phoenix

January 17, 2013 — Happybodyfood

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!

Posted in 411, ActionPlans, AutoPilot, Forms, Importing, Managing your Users, Referral List Page, Reports, Tickler, Tips & Tricks. Leave a Comment »

Free ReloSpec ‘Mobile’ App for Smart Phones and PCs!

November 13, 2012 — Happybodyfood

The Relocation Specialist (ReloSpec) Mobile App is now better than ever!  Using your smart phone, go to www.ReloSoftware.com and click the ‘Relocation Specialist Login’ link at the top of the page.  If you’re accessing the page from a smart phone, the ‘Mobile’ mode will be automatically selected.  There is no special app to download or install.  Simple and FREE for all ReloSpec users.

The whole look and feel of the ‘Mobile’ mode is cleaner-looking, simpler to navigate and easier to use.  You have access to all the normal features such as AutoPilot, Action Plans, Notes, Closing, Forms and even Reports, plus a couple new ones not available in the Classic (non-Mobile) version.

PC users may select the Mobile ‘Theme’ in the Users table and when using a PC the Mobile version will always be selected automatically without remembering to click the ‘Mobile’ checkbox on the Main Menu page.  It is expected that many PC users will opt for the Mobile Theme (and version) because of the cleaner presentation of data and new options.

The Mobile version works well with PCs, smart pads and smart phones.  If it can connect to the Internet, it will work.  We invite you to check out the new Mobile version of ReloSpec and let us know what you think.

Posted in 411, ActionPlans, AutoPilot, Referral List Page, Reports, System. Leave a Comment »

Text Message feature is Enhanced

October 26, 2012 — Happybodyfood

Exciting new ‘Text Message’ features are now available in your Relocation Specialist (ReloSpec) database!  In the past you have been able to send a Text Message by clicking the FORMS link, browse to ‘Text to Assigned Agent’, complete the text and SEND.  Now it is quicker and easier!  From the Referrals List grid, click the ‘TM’ link in the Assigned Agent Last Name field or the Referring Agent Last Name field and the Text Message page opens with the Text Address already entered.  Once the text has been sent, the text is added to the Notes table automatically!

But, it gets better.  Now you can schedule texts to be sent using Action Plans, and AutoPilot.  Do you want the AutoPilot to send a text to the agent, and schedule it in advance?  Now you can.  New buttons have been added to the Action Plan Items and the ToDo pages so that you can instantly insert the agent’s Text Address, then have AutoPilot send the text on the scheduled date!

All of this assumes you have the agent’s Text Address entered in the Agents table.  You’ll need to know the cell phone number and the service provider.  There is a handy list of service providers in the Agents table UPDATE page.  You’ll be combining the cell number + the service providers address.  For example, if the number is “4025906910” and the provider is AT&T then the Text Address would be 4025906910@txt.att.net.  Then, whenever the agent is selected from the Agents table, the Text Address is copied into the Referrals table record and is available for Action Plans or AutoPilot to use.

Posted in ActionPlans, AutoPilot, Referral List Page, ToDo Page. Tags: , , , , , . Leave a Comment »

New ‘Save To Contacts’ button

October 2, 2012 — Happybodyfood

You asked for it.  Now you’ve got it!  How many times have you been entering a new Referrals table record and entered a new Contact that you wanted to add to the Contacts table?  You knew the record wasn’t in the Contacts table which meant entering it into the Contacts table first before being able to use it in the ‘Lookup’ pages.

Now the process is much simpler!  After entering the Contact info in the Contacts section of the Referrals List page, click the new ‘Save To Contacts’ button and a new record will be inserted into the Contacts table.  It is simple and very convenient.  Just be sure you’re not adding a duplicate record for one already in the Contacts table.

Enjoy, and, thanks again to our valuable customers making great suggestions for ReloSpec improvements!

Posted in 411, Referral List Page. 8 Comments »

ReloSpec is Getting a Facelift, and You Can Help!

May 11, 2012 — Happybodyfood

As many of you know, there is now a SmartPhone (Mobile) version of the Relocation Specialist database that extends many of the great features of the database to your mobile device.  There is no additional charge to run the Mobile version.  Just open your Internet browser, go to the Main Menu page and login.

Over the next few weeks we will be updating the Mobile version and intend to make it available for use on desktops as well.  And, we need your help.

The new Mobile version will be have a totally new look and feel for ReloSpec.  It will have a “cleaner and more fresh look”, have a more efficient approach to many features and will help you get more done in a shorter amount of time.  Users will have a choice in the User table settings to run the “Classic” version or the Mobile version.  Even if you’re running Classic on your desktop, when you access your database from your smartphone, it will automatically switch to the “Mobile” version.

Here is your chance to help design the new Mobile version.  Tell us what features are most important to you, or what features you wish you had.  What about the layout of the pages, the colors and what’s included?  What fields or features would you leave out?  If you were to design the perfect database, what would it look like?

Please forward all suggestions to support@prosws.com.  Let us know what you think, but please do so quickly.  We’ll be gathering the suggestions and hope to launch the updated Mobile version by the end of May 2012

We have the very best customers in the world and look forward to your suggestions!

Posted in 411, Products, Referral List Page, ReloSpec News, Newsletter Articles, System. Leave a Comment »

Referral Submit Form is now FREE!!!

January 18, 2012 — Happybodyfood

For years the Referral Submit Form has been providing many Relocation Specialist customers an easy, efficient way for agents and contacts to submit referrals.  Today we are announcing that this $300 option is now FREE!

The Referral Submit Form is an online form that may be accessed easily from many sources.  For example, many people add a link somewhere on their website for agents to click.  When clicked the form opens on the Internet, the agent fills it out, clicks SUBMIT and the record is instantly inserted into their database’s Import table.

Others add a link to their email signature so that when others want to provide a referral they just click the link, fill out the form and SUBMIT.  Or, within Relocation Specialist you can email the form that contains the link.  The agent opens the email, clicks the link, completes the form and SUBMITs.

It’s fast, simple and a great way to generate more referrals!

The link you’ll add is: http://rs.prosws.com/RELOSPEC/SQL/ReferralSubmit.asp?Company=DATABASENAME where “DATABASENAME” is the name of your Relocation Specialist database ID.  (It is found on the Referrals List page under the heading “Referrals List”.)  Each link will have two parts; the part that opens the page which is shown above, and the part the agent sees which could be whatever you want such as “Click here to provide a Referral”.

If you want to try it, click the FORMS link on the Referrals List page, browse to ‘Referral Submit Form’, click the link on the form, fill out the Internet page that opens and click SUBMIT.  Close the forms, return to the Referrals List page, click the IMPORT link on the left side or the IMPORT TABLE link in the ‘At A Glance…’ box in the upper-left of the page.  The Import page opens and displays the record.  Click the ‘CLICK HERE’ link in the top box under the grid to move the record from the Import table to the Referrals table.

Enjoy!

 

Posted in Forms, Importing, Referral List Page, Tips & Tricks. 1 Comment »

New LIVE Webinars are now available for registration!

November 23, 2010 — Happybodyfood

AutoPilot, Action Plans, ReloSpec Reports and Report Generator are just some of the topics these AWESOME live Webinars cover! Reserve your spot now!

http://rs.prosws.com/relospec/SQL/TrainingSeminars.htm

Posted in 411, Referral List Page, ReloSpec News, Newsletter Articles, Reports, Training, Uncategorized. Tags: , , , . Leave a Comment »

Customize Your ReloSpec Look!

April 12, 2010 — Happybodyfood

In the Relocation Specialist software there are now 9 different themes which may be selected that automatically configure the colors used with the various pages.  Individual users may select a theme that is different from others in the same database.

To select a theme, do the following:

1) From the Main Menu page, click ‘Utility Settings’, ‘Users’.

2) Select the name you want and click the UPDATE button

 3) Click the ‘View Choices’ button in the Color Theme field to see the options

4) In the Color Theme field, make your selection from the drop-list

The newest theme is “Modern” and includes gradient colors throughout the Relocation Specialist application.

We hope you enjoy the choices, and have fun making ReloSpec your own!

Posted in 411, Referral List Page, System, Tips & Tricks, Utility Settings. Tags: , . Leave a Comment »

No more Duplicate Records!

February 24, 2010 — Happybodyfood

Our database just got SMARTER (thanks to Jim for some great programming)!

We know Duplicate Records drive you crazy!  Us too!

The Import page has been updated in two very important ways.  First, the page now checks for possible duplicate records between the Import table and the Referrals table by comparing the following fields: Client Email, Client Name (first and last combined), Home Phone, Work Phone and Cell Phone.

Also, there is now a link labeled ‘Yes-See Why’ which will open a page that displays the Referrals table record you can use for comparison and see what field(s) are causing the possible duplicate record. 

These changes should make it easier to identify possible duplicates and know the reason why prior to moving the record(s) to the Referrals table.

*Remember when adding a new record (not importing) on the Referrals List page, ReloSpec checks for the Client First Name and Client Last Name of the new record compared with all existing records and reports if there is a duplicate.  It will still ADD the record just entered.  It’s just that ReloSpec will let you know if there is another record or records that match.

Posted in Importing, Referral List Page. Tags: . Leave a Comment »
« Older posts
Newer posts »