The optional Referral Submit Form has long been a favorite for allowing agents/contacts to use an on-line form to submit leads right into your Relocation Specialist database.  Now, the Form is even smarter!

When the Referral Submit Form is opened using an iPhone or other smart device the Form detects the device and displays a more compact version which is ideal for the smart phone.  People using normal PC screens will be shown the standard input form.  Either way, once the form is submitted the  record is inserted into your Import table.  The ‘smarter’ Referral Submit Form is a free upgrade for those using the standard form.

Some of our customers add a link at the bottom of their outgoing emails that when clicked opens the Form.  Others have a link on their company website for agents to access anytime.  Click here to see a sample Referral Submit Form.  It will insert your record into the DEMO database.

The one-time license fee for the Referral Submit Form is $295, and it will add $80/year to your annual Maintenance fee.  Let us know (info@prosws.com) if you’d like more information.

QuickNote is even BETTER!

As you know by now the new QuickNote feature in the Referrals List page is a hit!  Many have commented on how helpful it is.  Now it is even better!

Now when you click the “N” for the record in the Referrals List grid, the QuickNote page opens and allows you to edit the DATE field if needed (it defaults to current date/time), an there is a new SUBJECT field where if you want to add a Subject you may!

Many are using the “N” QuickNote to Copy/Paste portions of emails they receive knowing that ReloSpec will automatically insert the HTML special characters to keep your message formatted properly and easier to read.

Enjoy!

One of the great things about the Relocation Specialist software is the ability for have the system send regular update requests to agents and have them respond.  Their responses go right into the Responses table where you can review them, the “process” them into the Notes table for each record.

Sometimes the agent may be providing a response that requires your immediate attention.  Now, when the agent clicks the link in the email to open the page and enter the Comments, the agent can mark the response “Urgent” by checking the box just above the SUBMIT button. 

When the response is viewed in the Responses page, all “Urgent” responses will be at the top of the page with the first two fields highlighted in yellow.  That way your attention will be drawn to the most important responses first. 

This is a free upgrade for all ReloSpec users.  Enjoy!