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 »

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 »

Agent Access Now Available; During March first 5 Licenses FREE

March 5, 2013 — Happybodyfood

The Agent Access option is now available and during March 2013 your first 5 licenses are FREE.  (Annual Maintenance costs will still apply.)

This exciting option allows your agents to login and have Read-Only access to the records assigned to them.  They may view the Referral records, Notes (that are marked “Public”) and Closing information.  Agents view their records, click the ‘Send Update’ button and the AutoUpdate page opens.  They complete the fields, SUBMIT the form and the results go right into your Responses table.  The advantage is that the agent may select all ‘Actives’ and quickly provide updates for each.

Agents may also click the ‘Add New’ button and the Referral Submit Form opens with the agent information fields already completed.  Once the online form is SUBMITted, the new record is inserted into your Import table and the ReloSpec user is notified that the new record is there.

This option includes special navigation buttons so the agent can quickly ‘View ALL’, ‘View Actives’, ‘View Pending’ and ‘View Closed’.  And, the agent may use the SEARCH button to find any specific record assigned to him/her.

Agents may use their smart phone, tablet, PC or any Internet-ready device to view their records.

Cost is just $20 per agent to get started.  The annual Maintenance is $10 per agent.  If you purchase during March 2013, the first five (5) licenses are free.  For example, if you want 10 of your agents to have Agent Access and you purchase during this month the cost is $100 now ($20 x 5 = $100) and then next year the added Maintenance will be $100 ($10 x 10 = $100).  Quantity discounts may be available.  Contact Jim Evans for more information.

To see some Frequently Asked Questions about this option, click here.   To view what a sample of what your agents will see, go to the ReloSpec Main Menu page and login using AgentDemo / AgentDemo for the ID / Password.

To order the Agent Access option, contact Jim Evans (jevans@prosws.com)

Posted in 411, Forms, Referral List Page, Tips & Tricks, Training. 1 Comment »

March and April Web Seminars Available

March 5, 2013 — Happybodyfood

The March and April Web Seminar schedule is ready for your review.  Attend one of our Web Seminars and see how much more efficient you can be!  They’re fun, last just 30 minutes and they’re FREE!

Click here to view the Web Seminar schedule

Posted in Common Questions, Forms, Tips & Tricks, Training. Leave a Comment »

Will We See You Next Week?

February 20, 2013 — Happybodyfood

Next week will be especially busy for many of us!  It’s time to leave the office to meet with others so you can ‘stop chopping and sharpen that ax’!  Below is a list of events and links for more information.

  • Monday, Feb 25th   All-day Training Seminar in Las Vegas;  Here is your chance to meet in person with the experts.  There is still time to register.  Seminar is $245 and includes lunch (https://www2.gotomeeting.com/register/720623946)
  • Tuesday, Feb 26th  All-day Training Seminar in Phoenix;  Here is your chance to meet in person with the experts.  There is still time to register.  Seminar is $245 and includes lunch (https://www2.gotomeeting.com/register/502914698)  Even if you cannot attend this Seminar in person, you may join the Morning Session (https://www2.gotomeeting.com/register/280688002) or the Afternoon Session (https://www2.gotomeeting.com/register/763367178 ) or both being broadcast over the Internet!  Cost is $39.  Register now!
  • Tuesday, Feb 26th 6:30-9:00PM  LeadingRE Network Night;  Stop by our booth #313 and register to win a Kindle Fire HD to be given away that night
  • Wednesday, Thursday all day; Cartus Conference in Phoenix; Stop by our table in the EXPO and register to win a Kindle Fire HD to be given away on Friday
  • Friday, Mar 1st 1:00-4:00PM; Come to one of the Roundtable discussions to learn all the latest, greatest features (Kindle Fire HD drawing at last session)

We look forward to seeing you next week!

Posted in Cartus, LeadingReE, Tips & Tricks, Training, Webinars. 1 Comment »

2 Days to Get Lower Price on Training Seminars

January 31, 2013 — Happybodyfood

There are just two days left (today and tomorrow) to get the lower price for the ReloSpec All-Day Training Seminars in Las Vegas and Phoenix.  These seminars will be helpful for ReloSpec beginners and advanced users alike.  Come and learn time-saving features from the experts and other ReloSpec users.

Click this link to view the proposed Agenda

Las Vegas Training Seminar (in person)
WHEN:        Monday, February 25th, 9:00AM-4:00PM
COST:          $195/person; includes a catered lunch  (After 1 FEB 2013 cost is $245)
REGISTER:   https://www2.gotomeeting.com/register/720623946

Phoenix Training Seminar (in person)
WHEN:        Tuesday, February 26th, 9:00AM-4:00PM
COST:          $195/person; includes a catered lunch  (After 1 FEB 2013 cost is $245)
REGISTER:   https://www2.gotomeeting.com/register/502914698

Phoenix Training Seminar; Morning Session via Internet
WHEN:    Tuesday, February 26th 9:00AM-11:00PM (Mountain Time)
COST:            $39/person   (After 1 FEB 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 1 FEB 2013 cost is $49/person)
REGISTER:   https://www2.gotomeeting.com/register/763367178

 

We hope to see you soon!

Posted in 411, Managing your Users, Products, Referral List Page, Reports, Tips & Tricks, Training. Leave a Comment »
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