Sometimes you need to ‘stop chopping to sharpen the ax’. The updated schedule is now available for the May and June Training Webinars. Register now for these FREE 30-minute webinars!
‘Agent Access’ Now Available at a Lower Price
January 31, 2012 — HappybodyfoodWant to give your agents Read-Only access to their Referrals table records? You can with the Agent Access option. For just $25 per agent per year you can let your agents view their records, add their own new records, provide comments/updates about referrals assigned to them and even use the Action Plans and Drip Email features of the database!
It’s a great way for agents to view/report on their referrals which may even be accessed from their smart phone! Agents will have access to a limited number of reports that include only their own referrals, plus they can SUBMIT new records for Outgoing referrals. And, agents will view ONLY those Notes that you have designated as ‘Public’.
A minimum of 10 agent licenses ($250/year) is all that’s needed to get started. Additional licenses are available at further discounted rates. For more information, email info@prosws.com.
Referral Submit Form is now FREE!!!
January 18, 2012 — HappybodyfoodFor 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!
iPhone or Desktop: One-Click Access to your Referrals List page!
October 24, 2011 — HappybodyfoodHow would you like to click once from your PC’s Desktop or your iPhone and instantly be in your Referrals List page? You can! Here are the steps.
For a PC using Internet Explorer
- After logging in, and while still at the Main Menu page, click the URL (Internet Address at top of page), be sure the entire address is highlighted, right-click and click COPY.
- On your PC’s Desktop, right-click anywhere and click NEW, Shortcut.
- In the ‘location of the item’ box, right-click and PASTE the URL address, then add “&Start=Referrals”. Click NEXT
- For the name of the Shortcut, type what you want. Perhaps something like “The coolest Shortcut ever” and click FINISH.
For an iPhone using Safari
- Launch Safari and browse to ReloSoftware.com (or rs.prosws.com)
- In the upper-right click ‘Relocation Specialist Login’
- Enter your ID/Password, and click LOGIN. (OPTIONAL: Before clicking the LOGIN button, click the checkbox next to ‘Mobile?’. That puts Relocation Specialist into the ‘Mobile’ mode, which is more SmartPhone-friendly version!)
- Once logged in you should be at the Main Menu page. Tap the URL link at the top of the page, then tap it a second time, tap SELECT ALL, then tap COPY.
- Close ALL the Safari pages; you should see a blank untitled page
- In the blank address bar, tap and then tap PASTE. Go to the end of the Internet address and add “&Start=Referrals” (no spaces).
- Tap the GO button and immediately tap the STOP button on the URL address line.
- Click the ‘Forward To’ button at the bottom of the screen and tap ‘Add to Home Screen’
- Enter the desired label and tap ‘Add’. You’ll have a new link loaded on your iPhone that will take you instantly to your Referrals List page.
Colors.
August 25, 2011 — HappybodyfoodColor Code your Referrals List Records
You can ‘Color Code’ records on the Referrals List page. Click the pencil to ‘open’ the record, and at the top of the page select the color you want from the Color Code droplist.
And, to find all records with the same Color Code, click SEARCH, select the color you want and APPLY FILTER.
You can now turn on and off notes and images
July 29, 2011 — HappybodyfoodOption to Turn On or Turn Off Notes and Images displays
You now have the option to ‘Turn On’ or ‘Turn Off’ the Notes display at the bottom of the Referrals List page. The default setting is to have the option ‘On’. In the past the Notes for a given record were always displayed at the bottom of the page. You can turn off this display by going to the Utility Settings, Users, select the User Name, click UPDATE, make your selection(s) and click UPDATE CURRENT RECORD.
For those using the Images (or Large Images) option, you have the new feature of being able to also display the list of Images at the bottom of the page! The default setting for this option is ‘No’. You may change the option to ‘Yes’ by going to the Utility Settings page, Users, select the User Name, click UPDATE, make your selection(s) and click UPDATE CURRENT RECORD.
With the setting at ‘Yes’ you’ll be able to instantly view the Images associated with the Referrals table record, plus be able to click the link and view the Image online!
New Feature, and it’s a good one!
June 2, 2011 — HappybodyfoodNEW FEATURE: AutoAssign and AutoAccept (Forms and Action Plans)
Today we are announcing a new feature known as “AutoAssign and AutoAccept”. This new feature combines the use of the ‘AutoAssign’ form with Action Plans that enable you to quickly assign referrals to agents, then have ReloSpec respond automatically when the agent accepts.
For example, let’s say you want to assign a referral to the agent. You send the AutoAssign form to the agent, but don’t want to send all the information about the client until AFTER the agent accepts. You could have an Action Plan named “AutoAssign” and when you select that plan the ‘AutoAssign’ form is emailed to the agent.
The new feature is what happens next. If the agent clicks YES and Submits the AutoAssign form, ReloSpec will look in your Action Plans table and if it finds an Action Plan named “AutoAccept” it will immediately carry out what is listed.
The ‘AutoAccept’ Action Plan could then, for example, send the ‘Incoming Information Sheet’ to the agent and send a letter to the client letting them know who the agent is. All this happens without anyone being logged into ReloSpec!
There are two special Web Seminars scheduled for next week to show how to use this exciting new feature. Be sure to check the ‘Live Web Seminars’ page for this and other helpful 30-minute seminars.
Broker Center Copy & Paste Feature – A Helpful Reminder
May 16, 2011 — HappybodyfoodFor all new egrabber users – when coping and pasting an outgoing referral, please make sure that you insert AGENTS OFFICE in the referring agents section so your outgoing reports will be accurate.
Find The Report YOU want FASTER
April 28, 2011 — HappybodyfoodIn an effort to expedite your ability to locate the Report YOU want – WHEN you want it… you can now NARROW down the Reports we offer by choosing one of 5 different categories! When you go to the Report Page please notice in the upper left-hand corner of the page you can now choose between:
- Favorites
- All Reports
- Advanced
- Standard
- Miscellaneous
Your default is “Favorites” which will display your Favorite Reports as selected in the Utiilty Settings /Favorite Reports.
Did you know? Play to win!
April 15, 2011 — Happybodyfood
TGIF ReloSpec Friends! I hope you have some fun, relaxing plans on the books for the next few days! Let’s kick it off with some fabulous news and a bit of fun!
In our best attempt to keep you educated on the always improving and evolving Relocation Specialist Product we have added a new feature this week! When you login to your database you will now notice your homepage has a bright YELLOW light-bulb under the word “referrals”!!! Didn’t notice? Time to take a better look!
This is our new “DID YOU KNOW…” section! Each day of the month we will post a reminder on how to use a function in our system, or a tip on how to zip around ReloSpec as efficiently as possible!
This FANTASTIC idea came from a few of you at a recent conference! We love our Customers and we love that you help make our product the best in the Industry!
We also know we don’t KNOW it all! So now let’s play to win! Submit your “Did You Know…” tips to me, Jennifer@prosws.com, and if yours is selected to be used, you will be entered to win a $50 gift-card to Amazon.com! $50 for sending me a little piece of advice…not too bad!
When you send me your tip, please let me know if you want your name added to the tip (we like to give credit where credit is due) or if you would prefer to remain Anonymous.
Thanks ReloSpec Customers for making it fun for us to come to work every day!!!
Have a GREAT weekend!
The ReloSpec Team
ReloSpec411 