How do I turn off my Pop-up Blocker?

April 7, 2009 — Happybodyfood

In Relocation Specialist there are a few pages that are used as pop-ups, and unless you have your pop-up blocker settings correct you not be able to view these valuable pages.  These instructions apply to the Internet Explorer pop-up blocker settings.

If you want to test whether or not you have a Pop-up Blocker running you can hold the “Ctrl” button down while you click on the link.  This will over-ride the Pop-up Blocker.  If your link opens then you have verified you have a pop-up blocker running.

From the Internet Explorer window

  • click Tools
  • Pop-up Blocker
  • Pop-up Blocker Settings
  • In the Address of website to allow box, type “rs.prosws.com” and click Add
  • Click Close
Posted in Popup Blocker, System, Tips & Tricks. Tags: . Leave a Comment »

Can I apply an ActionPlan to more than one record at once?

April 6, 2009 — Happybodyfood

Absolutely!  First make sure you have created the ActionPlan you want to use.  Then follow these easy steps:

  1. On the Main Referral Page Press the blue SEARCH button at the top of the page
  2. Locate the records you are wanting to add the ActionPlan to
  3. When the referrals are displayed click on the ToDo link on the left-hand side of the page
  4. Click the View The ActionPlans box
  5. Next select your ActionPlan
  6. At the bottom of the page click the 2nd box that reads

                                        Add this 1 Action Plan Item to the ‘To Do List’ for ALL XXX Referrals  based on this Search Filter

Posted in ActionPlans, Tips & Tricks. Tags: . Leave a Comment »

My Agents Can Not Open The Forms I send

March 6, 2009 — Happybodyfood

Do your Agent’s receive your AutoForms but complain that the link does not work when they click on it?
 
Please have your Agent’s set their email to HTML.  If their email is set to “text” only they will not be able to access the forms ReloSpec is sending via the interactive link.
 
When viewing an email in Outlook you can click the Format button at the top of the page and switch the email to HTML.

Posted in Cartus, Communicating with your Agents, March 2009, ReloSpec News, Newsletter Articles, Tips & Tricks. Tags: , , . Leave a Comment »

Why Are My Agents Are Not Getting My Forms?

March 6, 2009 — Happybodyfood

Do your Agents complain that they are not getting the forms/Update Requests you are sending from ReloSpec?
 
The most obvious solution to this issue is that your Agent is working from a PC that has a firewall running on their server.  All servers need to be set to ACCEPT/ALLOW emails from the following address:   rs.prosws.com

Posted in Common Questions, Communicating with your Agents, March 2009, ReloSpec News, Newsletter Articles, Tips & Tricks. Tags: , , . 1 Comment »

Can I Change the LOOK of my Referral Page?

March 6, 2009 — Happybodyfood

Sure!  You have some control over how your referral page looks.

1st.  The COLOR.  We want you to select the colors your are partial to since you are the one staring at the screen all day.  To change the color or your ReloSpec Screen please login to ReloSpec.  Next go to the User Table, located in the Utility Settings.  Once there you will click the last field that says COLOR CHOICES.

UtilitySettings/Uses/Red Update Button/ Color Choices

There are 8 different color themes to chose from….have fun finding the one that is right for you!

2nd  When you are on the main Referral Page you can Select From 3 different options and change the information displayed on your screen:

1) Standard Display

2) Show Email Addresses

3) Show Inventory List

 

3rd.  You can sort your Referral Page by clicking on ANY of the Column Headings.  Type/Status/Transferee Last Name/ First Name/ Email.  Whatever you want, just click on that Column’s Heading and the data will sort accordingly.  Pretty cool!

Posted in Referral Page, Tips & Tricks. Tags: , , . 1 Comment »

Want Your Tickler Page Open All Day?

March 6, 2009 — Happybodyfood
Want to open the Tickler page and keep it open throughout the day?  You can open it from the ReloSpec Main Menu page (instead of with the link on the Referrals List page) and it will open and stay open until you manually close it.
Posted in March 2009, ReloSpec News, Newsletter Articles, Tickler, Tips & Tricks. Tags: , , . Leave a Comment »
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