ReloSpec411

Would you like to be notified if a Referrals table record is deleted?  Now the Relocation Specialist ‘Administrator’ will let you know the instant a record from the Referrals table is deleted.  It will let you know WHO deleted WHICH record and at what TIME it was deleted.

The ‘Administrator’ is a record in the Users table named “Administrator”.  You’ll need to ADD this record, along with the Email Address(es) and the Text Message address(es) of person(s) you want to be alerted.  Multiple Email Addresses and Multiple Text Message Addresses must be separated by a semicolon.  To view a Training Video on the ‘Administrator’ user click here.

Remember that to ensure others in your office cannot unexpectedly change the settings for the ‘Administrator’ user, be sure the other users have “Medium” or “Limited” as the setting for their ‘Access privileges’ in the Users table.  That will prevent them from gaining access to the Utility Settings page and the Users table.

As you know we have a FORM called ‘Customer Survey’ that is sent to customers to get their input after a sale.  The email is sent, the customer clicks the link in the email and the online form opens.  The customer completes the form and clicks SUBMIT.  The results are inserted into the Responses page, and when processed the PEQ (Performance Evaluation Questionnaire) field is automatically updated.

This is a valuable tool and a great way to measure the general performance of your team.

There are two major enhancements to the Customer Survey process.  First, we have added a second field in the Referrals List page; the first field measures General Performance (Question 1 on the form) and the new second field measures the Agent’s specific performance (Question 2 on the form).  And, when you ‘process’ the Response, both Referrals table fields are updated automatically.

This means the agent’s performance won’t be minimized due to circumstances beyond his/her control, and, you’ll have a more accurate Survey result.

The second enhancement is that when the customer clicks the SUBMIT button, an email alert will be sent to the sender.  That way, in addition to seeing the full Survey result in the Responses page you’ll also get an email letting you know it has been submitted.

Do you have a need for an alternate logo in your database?  Is there one user working in an area that uses a different logo than the standard one the others use?

Now you can have a different logo for each user if you like.  Just email a copy of the alternate logo to jim@relosoftware.com and designate which user(s) will be using the alternate logo.  We’ll upload the logo and enter the logo name to be used for the user(s) you designate.  From then on the alternate logo will be used in the various FORMS that the person will be using .

There is no additional charge for using the Alternate Logo.  Enjoy!

How many times have you been in the Tickler or AutoPilot or Resposes page and need to find the record quickly in the Referral List page?  Now you can!  Using the new ‘Quick Select’ button will instantly filter the records and find the one record you need.  From there you can add a Note or ToDo item or make whatever change is needed.  When done, click the ‘Quick Cancel’ button (it’s the same button with a different label!) and you’re right back in the normal mode.

The ‘Quick Select’ button is found among the navigation buttons at the top of the Referrals List page and works with the AutoPilot page of the Tickler or Responses.  It’s different from the ‘View Detail’ button in the AutoPilot and Tickler pages.  The ‘View Detail’ button allows you to view (only) the general info, Notes and ToDo items going back 60 days.  The ‘Quick Select’ button instantly selects the Referrals table record and allows you to make whatever changes/additions are needed.

To use the button, open the AutoPilot page (or the Tickler or the Responses) select a record in the grid, go back to the Referrals page and click the ‘Quick Select’ button.  The selected record will be displayed and is available for whatever action is needed.

We hope you enjoy this new time-saving feature.

Congratulations to Becky Bowman from RealtySouth Relocation.  She has won the new Apple 32Gb iPad 3.  Becky’s name was drawn from the hundreds that were entered from this blog and the three conferences where Relocation Specialist was represented this Spring.

Congratulations Becky!

Two important changes have been made to the AutoPilot page which adds new flexibility.  The default page still works as it always has; you click the ‘AutoPilot’ link and a page opens to display the AutoPilot items that are due to be sent as of today or before.  You may process the items one at a time or click the button at the bottom of the page to send all items.

The first change is that now you can click the SEARCH button at the top of the page and enter a future date in the ‘Cut-Off Date’ field.  This means that if for example it is Friday and you want to send items scheduled for Saturday or Sunday you can.  Use the pop-up calendar or enter the future date manually, apply the filter and send!  This will be helpful if you’ll not be in the database for a few days, but want to send the AutoPilots for those days you’ll be gone.

The second change is that for repeating items, the new repeat date will be from the previous date and not from the date sent.  Let’s say you have an AutoPilot Update Request that repeats every 15 days, the due date is on Saturday and you don’t actually send the update request until you return to the database on a Monday.  With this change, the next due date will be calculated correctly from the previous due date and not from the date it was actually sent.  This way, the repeating update requests will stay on schedule no matter which day they are sent.

These are small, subtle changes for some, but will be a big help for those who need more accuracy for time-sensitive AutoPilot items.

For our Relocation Specialist customers who are members of Cartus, there is one new form and two updated forms that are now available.  This means you can use the Action Plans and/or AutoPilot to automatically send the needed form(s) to agents or contacts.  The forms are:

• Cartus Broker Market Analysis form
• Cartus Contract Cover Sheet and Agent Checklist (New!)
• Cartus Market Update Report form

The Relocation Specialist database will not be available for approximately 30 minutes beginning at 4:00PM Eastern time (1:00PM Pacific) today.  The time will be used to replace a faulty hard drive in one of the servers.

The good news is that because of the way the servers are configured, even though one of the drives has stopped, you are able to continue using the database.  (We have two of everything!)  The bad news is that the team of technicians available to replace the bad drive is not available later in the day.

We apologize for the inconvenience this brief timeout will require.

How many times have you been working on a record in the database and need to send a quick email to an agent or client or contact?  Are you using the ‘Email to Assigned Agent’ FORM???  Just click FORMS, browse to ‘Email to Assigned Agent’ (or to ‘Client’ or to ‘Contact’), write what you want and click SEND.

Not only is this a quick way to get the email out, but Relocation Specialist also automatically COPIES it into the NOTES for that record!  What could be easier?

How did it get better?  Now you can create your own personalized EMAIL SIGNATURE that automatically gets added to your outgoing emails!  Your signature may be as simple as a few lines, or include pictures, links to your website or even a link to an online form for others to submit leads to you!  (This Referral Submit feature to be announced soon!)

Your custom Email Signature is automatically added to any of the 4 ‘Email To…’ FORMS as well as to any of the 25 ‘Custom Letter to…’ FORMS.  To create your own Email Signature, from the Main Menu page, click ‘Utility Settings’, ‘Users’, select your name by clicking the pencil and make your entry in the Signature field.

The Email Signature field uses HTML code to produce your entry in outgoing emails.   To see how to create your Email Signature be sure to click the ‘View Samples’ button to see four different versions.  You can select from very simple to complex, or create your own!

To see the Training Video on creating your Email Signature click here

Today there is a known issue with the routers from our providers controlling access to the Relocation Specialist servers.  We are working to resolve the issue and once again provide fast response times.

We expect to have the issue fixed by later this afternoon.  In the meantime, please continue trying to login and use the database as often as needed.