The schedule for the 30-minute web seminars (webinars) has been updated with classes between now and the end of the year. The webinars are free and pack lots of great ideas for saving time with Relocation Specialist.
Why not take a minute now to schedule the webinar(s) you need. Here is the link for the Web Seminar schedule.
You asked for it. You got it! In the beginning you could review the Responses page and click the button to “process” all the records you could see on the page. (“Process” basically means that ReloSpec moves the records to the Notes table for each individual referral record.)
Then, we added the ability to process the records one at a time. This has been a popular feature but many have asked for things to be faster!
Now, when viewing the items in the Responses page, just click the checkbox for each record you want to have processed. Then, click the button at the bottom of the page that says “Process the CHECKED entries ONLY”. Each of the items you checked will be processed, leaving the others you want to leave in the list. You may process as many as you like at any time!
Now you can quickly process the ones you want and leave the others for further review. Enjoy.
It’s time to review the schedule to see if there is a seminar that you can use. 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?
Have you been thinking, “I know there are things that would save me time, but I haven’t learned them yet”? Now is the time! You can learn about all the new features, or improve on the ones you already know. A 30-minute investment of your time now will save you hours of time later! Plus, they’re free!
The new Web Seminars list is available now. Click here to view the list.
Are your agents telling you they’re submitting their responses to your update requests but they’re not in the Responses table? It is likely they’re already in the Notes!
A new feature allows you to send most responses that are submitted from the AutoUpdate form, and other similar forms directly to the Notes table. In the Users table there is a field labeled ”Send Updates directly to Notes? (by-pass the Responses page)”. By setting this field to YES, then all responses from the AutoUpdate forms will be inserted into the Notes table.
This feature is most often used by people who want to look in one place for all the latest notes on a particular record. With this feature set to YES then you’ll be able to just open the Notes page to view activity and not need to also open the Responses page to see if there is anything waiting there for that client.
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.
The ‘Find Dups’ (Find Duplicate records) button has been added to the navigation buttons on the Referrals List page. This new button is used to find possible duplicate records to the selected record in the grid. Here’s how to use it:
This feature compares 3 different groupings of fields. First it combines the Client First and Last Names, and compares that to all records. Second it looks for duplicate phone numbers in any combination of the Home, Work and Cell Phone numbers. Last, it looks for any duplication of the Email Address. If any of those 3 categories has a match it will be listed in the results page.
To watch a 3-minute video about this button, click here.
Want to save time by learning some cool ReloSpec features? Is it time to ‘stop chopping and sharpen the ax?’
The latest schedule for FREE Web Seminars is now available. Invest 30 minutes and save hours with ReloSpec. The Web Seminars Schedule is available by clicking the link on the Main Menu page, or just click here to register for the class(es) of your choice!
The ‘Previous Referral Type’ field has been added to the Referrals List page. It is next to the ‘Referral Type’ field. This new field will allow you to record what the previous Type was and store it with the record.
Say you have a “BMA” which changes to an “In-List”, and later you’ll want to run a report that shows how many records that started as a BMA turned into a different type of sale. Now you can track those changes with the new ‘Previous Referral Type’ field.
A new ‘Previous Referral Type’ (Advanced) report will be available soon.
The reaction to the new ‘Combined Summary’ report has been great! If you haven’t checked out this new Advanced report you should. It can save you a lot of time gathering the information you need.
And now, it’s even better. The Conversion Percent has been added to the Year-To-Date section of the report so now you’ll instantly see the total number sent/received, the total number closed and the Conversion Percent.
In addition, a fourth grouping of results for “Buyer”, “Seller” and “Renter” is now shown in the Year-To-Date section for sent/received and for sales.
Thanks to all who gave suggestions for improving a great report.
One of the most popular ReloSpec forms is the ‘AutoUpdate’ form which is emailed to the agent. The agent opens the email, clicks the link, fills out the form and clicks SUBMIT. The form results come right back into the database.
At the bottom of the form are additional fields that allow the agent to submit the Transaction Address, Est Close Date, Est Sale Price, Sale Price and Actual Close Date. Those form fields automatically update the corresponding fields in the database record.
Now the Contract Date has been added to both the AutoUpdate and the AutoUpdate2 forms. Upon submitting the form, the corresponding field in the Closing page will now also be updated.
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