Enhancements for ‘Custom Financial Report’

March 28, 2014 — Happybodyfood

Many Relocation Specialist users have appreciated the Standard report known as the ‘Custom Financial Report’.  This popular report allows you to select the fields you want included, filter them, then download the records to an Excel spreadsheet.

In the past each individual user has been able to save up to four different selections of fields using the radio buttons at the top of the report.  Now, you can save up to ten (10) different combinations of fields and you’re able to name each report!  Just follow these simple steps:

  1. Click the radio button you want to use
  2. Enter a name for the report and click the ‘Save Report Name’ button
  3. Click the checkboxes for the fields you want and click the ‘Generate a Report…’ button to save your selections

As always, if you need help with getting the report you want, please let us know.  The ReloSpec Team is here to help you!

Posted in Products, Reports, Tips & Tricks, Training. 1 Comment »

New Web Seminars Scheduled

March 5, 2014 — Happybodyfood

Want to save time by learning some cool ReloSpec features?  Is it time to ‘stop chopping and sharpen that 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!

Posted in 411, ActionPlans, AutoPilot, Forms, Managing your Users, ReloSpec News, Newsletter Articles, Reports, Tickler, Tips & Tricks, Training. Leave a Comment »

Free Web Seminars Available for January, February

January 7, 2014 — Happybodyfood

New Web Seminars are now available for the rest of January and the first half of February.  Are you willing to invest 30 minutes to save hours of time each week?  The Web Seminars are a great way to learn those time-saving features you’ve been wanting!

NOTE:  Most of the time in the past the web seminars have been on Tuesdays and Thursdays.  Beginning this month most seminars are on Tuesdays at 11:00AM Central time and Wednesdays at 1:00PM Central time.  There is one exception to this so be sure to check the dates and times for the seminars you want to attend.

They’re free and 30 minutes invested now will save you hours later!  Click here to review the schedule.

Posted in 411, AutoPilot, Common Questions, Tickler, Tips & Tricks, Training. Leave a Comment »

Report Images Help with Report Selection

December 19, 2013 — Happybodyfood

For years, ReloSpec has had a growing number of great reports.  There are Standard and Advanced reports and many variations of each.  The good news is that the variations make it easy to have the report you need with the fields, filters and components you want.  The bad news is that, especially for people new to ReloSpec, with so many it is difficult to find the report(s) you need.

The REPORTS page now displays an image of the report in the right-had column.  And, if the image is difficult to read, you click the image and view the sample report in a larger format.  Over the next few days we’ll be adding an image for each of the Advanced reports.  There are more than 80 of them today.

The REPORTS page still includes a separate ‘View Sample’ link in the second column which will open a full PDF version of the report.  So, if the sample report has multiple pages you’ll still be able to view all pages if you want to.  And, you can still click the ‘Add to Favorites’ link and add the selected report to your list of Favorites.

We hope you’ll find these report images easy to use, and that they’ll be helpful in locating the report you need.  As always, if you need help locating the perfect report, let us know.  We’re here to help.

Posted in Referral List Page, Report Generator, Reported Issues, Reports, Tips & Tricks. 3 Comments »

Compatibility Mode for ReloSpec and Broker Center import

December 12, 2013 — Happybodyfood

Many of you have had your PCs upgraded to the latest Internet Explorer version 11 (IE 11).  This may have happened automatically without you knowing about it or your IT person may have done it.  The addition of IE 11 may have caused your PC to display the ReloSpec pages in a way that isn’t pleasing.  Bold thick lines may appear where pleasing thin lines were there before.  And, if you are using the Broker Center copy/paste feature it may have stopped working intermittently or altogether if you’re using IE 11.

To learn which version of IE you are using, tap the ALT key on your keyboard to display the menu bar (if it isn’t already visible).  Click ‘Help’ and ‘About Internet Explorer’.  A page will open to display the version.

To put a web page; in this case ReloSpec, into ‘Compatibility View’, open ReloSpec , tap the ALT key to display the menu bar, click Tools and View Compatibility Settings.  A page will open and show that “prosws.com” has been entered into the ‘Add this website’ field.  Click the ADD button and close the page.  Now, each time you go to ReloSpec you’ll be in the preferred Compatibility View.

For those of you using the Broker Center copy/paste page, open the page by clicking the ‘Broker Center’ link and put this page into Compatibility View using the steps in the previous paragraph.  A revised copy/paste page that is fully compatible with IE 11 will be available.  In the mean time this one-step fix for Compatibility View will work nicely.

Posted in 411, Broker Center Import Feature, Common Questions, Error Codes, ReloSpec News, Newsletter Articles, Tips & Tricks. Leave a Comment »

Want a Chance to Win a Kindle Fire HDX? Complete the Survey

October 31, 2013 — Happybodyfood

Relocation Specialist has a lot to offer. Many times new users learn the basics then get so busy they don’t go back to learn the shortcuts and cool features that would save a lot of time.

Need help? Click the link below to complete the ReloSpec Features Checklist. There’s about 40 questions that will help you identify what’s missing in your ReloSpec repertoire. Many of the possible answers are “Tell me how…” or “Set it up for me…”. The idea is to identify where you could use some help and have a ReloSpec Team member help you.

Plus, once you complete the survey your name will be entered into the drawing for a new Kindle Fire HDX to be given away on Wednesday, November 27th.

CLICK HERE TO TAKE THE SURVEY

We look forward to hearing from you, and Good Luck in the drawing!

Posted in 411, AutoPilot, Calendar's, Forms, Reports, Tips & Tricks, Training. Leave a Comment »

New Web Seminars for November & December

October 29, 2013 — Happybodyfood

New Web Seminars are now available for the rest of October as well as November and December.  Are you willing to invest 30 minutes to save hours of time each week?  The Web Seminars are a great way to learn those time-saving features you’ve been wanting!

Click here to register for your choice(s) of the Web Seminars

Posted in 411, AutoPilot, Calendar's, Forms, Reports, Tips & Tricks, Training. 1 Comment »

New Web Seminars for October

October 10, 2013 — Happybodyfood

New Web Seminars are now available for the month of OCTOBER and one is already available for November.  Are you willing to invest 30 minutes to save hours of time each week?  The Web Seminars are a great way to learn those time-saving features you’ve been wanting!

Click here to register for your choice(s) of the Web Seminars

Posted in 411, AutoPilot, Calendar's, Forms, Reports, Tips & Tricks, Training. Leave a Comment »

Scheduled Reports; Now Send on Any Day of the Month

September 25, 2013 — Happybodyfood

By now many of you are using the AutoPilot to build your Scheduled Reports that are sent to Brokers, Office Managers, Agents and others.  On the designated date, AutoPilot sends an email with a link in the body of the email.  The receiver opens the email, clicks the link and opens the report.

The Scheduled Reports that are sent using the AutoPilot save time because you don’t have to generate the report(s) or send them to whoever needs them.  AutoPilot does that for you!

But, what if you want to repeat the AutoPilot on a certain day of the month?  How can you ensure that your monthly Office Manager reports go out on the last day of the month?  Or the third of every month?  Or any day you select?

There’s a little trick to making this happen.  When completing the AutoPilot in the ToDo page, do the following.  Use the calendar to select the date you want the AutoPilot containing the report to go out the first time.  Select ‘Repeat’ = YES.  In the field for ‘Repeat in How Many Days’ enter a “12” plus the date you want it to repeat.  For example if you want it to repeat on the third (3rd) of every month, enter “1203”.  If you want it to go out on the 15th of every month, enter “1215”.  If you want it go out on the last day of every month, enter “1231”.

We all know that some months have fewer than 31 days, but ReloSpec is smart enough to make the adjustment.  If you enter “1231” and the next month is February, it will be scheduled for February 28th, but then in March it will be scheduled for the 31st.

Let us know if you need help building your AutoPilot Scheduled Reports.  It’s really a matter of knowing:

  1. Which report to send,
  2. Who you want to send it to, and
  3. When you want to send it

We look forward to helping you use this great time-saving feature!

 

Posted in 411, AutoPilot, Common Questions, Reports, Tips & Tricks, ToDo Page. 1 Comment »

Now You Can Send Responses Directly To Notes!

August 29, 2013 — Happybodyfood

A new option has been added to the ReloSpec Users table that will allow individual users to designate if they want their Responses to go directly to the Notes table.  By clicking YES in this new field, all responses for the most popular FORMS will be sent to the Notes table and will bypass the Responses table.

This option isn’t for everybody.  It depends on the volume of responses and the need to get them to the most convenient place in the database.  This option will work well for you if the responses volume is high and you don’t want to have to go to the Responses page and process the responses so that you can look at all responses for a given Referral record together in the Notes table.  For those who want to view the responses in the Responses page first and then process as needed you should not change the setting in the Users table.

If you want to enable this ‘responses bypass’ do the following.  From the Main Menu page, click Utility Settings, Users, select the record you want, click the pencil to edit, and in the field labeled: “Send Updates Directly to Notes?” change the droplist to YES.

Posted in 411, Tips & Tricks. Leave a Comment »
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