Updated DOWNLOAD and Custom Financial Report

Over the last few weeks we have been responding to requests to make it easier to filter records used when using the DOWNLOAD button and when using the ‘Custom Financial Report’.

Want to get a fast, simple report?  Perhaps you want to drop the records you find into an Excel spreadsheet?  It’s as easy as 1, 2, 3.

  1. You always start with using the SEARCH button in the Client List page to filter the records.
  2. Click the DOWNLOAD button to open the field selection page where you can select which fields you want included.
  3. Click the DOWNLOAD button on the field selection page to insert the results into a spreadsheet.

If you were to start with clicking REPORTS, and select the ‘Custom Financial Report’ the process is the same.  Opening the report will take you to the field selection page.  If you have already used the SEARCH button in the Client List page to select the records, you’re set to DOWNLOAD.  If not, just return to the Client List page and follow the 3 easy steps shown above.

You may think of the DOWNLOAD button on the Client List page as a shortcut to the ‘Custom Financial Report’ since they now work the same way.

In addition, we have expanded the number of date fields used in the SEARCH page and included ‘Range’ links that allow you to use a pop-up calendar to select your Begin and End dates.  Here is what it now looks like:

All the date fields are located in the upper-right of the page.

The Field Selection page now includes Search results at the top (number of records found), updated instructions for saving the field list selected and the ability to generate the report that may be downloaded.

After searching for the records and selecting the fields, click DOWNLOAD on the Field Selection page to view the results:

Notice that this page will display just the first 25 of however many records were selected.  This is so we can display a sample report rapidly.  When you click the DOWNLOAD button to put the records into a spreadsheet, ALL the records will be included.

 

 

Web Seminars Schedule

Happy New Year!  It’s the time of year when we make our resolutions and plan for a new year.  We hope that will include learning about and using the great ReloSpec features.

The web seminar schedule has been updated and we’re looking forward to having you join us for 30 minutes.  Are you ready to ‘stop chopping and sharpen then ax’?  A little investment of time now will return a great savings of time later!

Subjects include ‘ReloSpec Checkup; Less Administration, More Time For You’ and ‘Managing Agents and the Referrals You Send Them’.  Plus there are a couple additional seminars for HSF affiliates (Berkshire Hathaway HomeServices, Real Living and Prudential brokers).

You can view the Web Seminar Schedule by clicking the link at the bottom of the ReloSpec Main Menu page, or you may click here to see it now.

Constellation Web Solutions Acquires ReloSpec

This is a very exciting time for ReloSpec, the Team and you, our valued customers.  Sue, Mark, Paul and Jim will continue to be a part of an expanded ReloSpec Team and we look forward to providing improved software while maintaining great customer support.

Below is a transcript of the press release from yesterday, which you may have already received via email.

 

Milwaukee, WI, November 13, 2017

Constellation Web Solutions, Inc. (CWS), a provider of innovative online technology and marketing solutions for real estate brokerages, today announced that it has purchased the Relocation Specialist software from Professional Software Services, LLC. Originally released in 2001, Relocation Specialist (known generally as “ReloSpec”) provides relocation software solutions to many of the largest real estate brokerages and relocation service providers. ReloSpec provides easy-to-implement technology to help real estate professionals manage inbound and outbound referrals. This acquisition further expands CWS’s presence in providing powerful lead management tools for real estate brokers and their agents.

“We’re thrilled to bring ReloSpec into the CWS family of products. ReloSpec fits with our strong history and track-record for providing enterprise-grade solutions to help real estate brokers build and manage their businesses,” said Aaron Nummerdor, General Manager of CWS. “We look forward to continuing to deliver great products and services for the ReloSpec customers and to being a trusted partner to the industry.”

“We believe our respective products are complementary and provide our customers and staff with increased choice and opportunity. We are pleased to be part of CWS and look forward to working with them to serve our customers” said James Evans, President and Founder of ReloSpec.

 

In addition, here is a link to the Frequently Asked Questions (FAQs) page.

ReloSpec Images Option Getting More Secure

This blog update is for those ReloSpec customers using the Images option.

Data security has always been an important part of the Relocation Specialist (ReloSpec) software.  Due to recent concerns about the security of the uploaded image files today we are announcing changes that are coming for those using the Images option which will be just as easy to use, but more secure.

What will change is the location of the uploaded image files and the way they are sent to others requiring a copy of the file.  The Images option has always included a way to email the file(s) to someone else.  The page that was sent included HTML links that allowed the user to view the file online.  That option is going away in favor of sending the file as an attachment.

And, viewing an uploaded file by the ReloSpec user will change slightly.  You’ll still click a button to view it, but rather than viewing the file within its folder, a copy of the file will be put into a temporary folder with a GUID-style ID number.  There will be no chance of someone being able to access uploaded image files.

In addition, certain ReloSpec forms include a photo (image) of the agent.  Those forms will be updated at a later time.  You may continue to use such forms; for now they just won’t include the agent’s photo.

We expect to have this security upgrade completed by tomorrow (Saturday, September 15th).

 

Will I see you in Atlanta?

Again this year Relocation Specialist (ReloSpec) is proud to be one of the sponsors for the Relocation Directors Council (RDC) meetings; this Spring in Atlanta.  RDC is an organization of relocation industry professionals and many of its members use ReloSpec.

We look forward to seeing you next Tuesday in Atlanta!

 

ReloSpec Update: All Features Are Working

Thank you all for your patience as we have worked through the last details for our upgraded ReloSpec software.  To our knowledge all features are working properly.  If you are having any issues to report, please use the normal procedures through the Help Desk or email us or call.

We’re help to help.

Broker Center copy/paste feature is working

For those of you who are using the Cartus Broker Center ‘copy/paste’ feature, we’re happy to report that it is now working on the new ReloSpec secure cloud servers.

We appreciate your patience as we worked through the remaining issues.