ReloSpec411

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!

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.

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.

ReloSpec has been successfully moved to the new cloud servers. If the way you have accessed your database doesn’t get you to the login page, try going to www.ReloSpecCloud.com and login from there. Other links such as http://www.MyReloSpec.com will be available soon.

Thank you for your patience as we work through the last minute details.

There is still time to sharpen your ReloSpec skills this year!  Four new web seminars have been scheduled, plus two new Open Training Classes.

The web seminars will be held on Tuesdays and Thursdays next week at 11:00 and 2:00 Central time.  The Open Training Classes are on Tuesday the 13th at 11:00 or Thursday the 15th at 2:00 Central.  The Open Training Class is different from our seminars.  Topics will be decided by those attending the class.  Attendees will be able to ask questions directly and can hear and respond to answers.

To register for one of the seminars, or to get the link for the special Training Classes, click here…

The ReloSpec Web Seminars are a great way to learn new skills or brush up on skills you already have!  The seminars for June have been published and are available by clicking this link, or from the ReloSpec Main Menu page where you scroll to the bottom of the page and click the link there.

There is a special seminar for HSF Affiliates (Prudential, Berkshire Hathaway HomeServices or Real Living) on Tuesday, June 7th but if that one is the only time you have available and you are not an HSF affiliate, you are still welcome to register.

Once you’re registered you’ll receive an email with the date, time and link to join the seminar.

A few weeks ago we added new fields to the Agents table that contain the entries found in the Agent Languages, Agent Training and the Agent Areas Worked tables.  This makes is simple to search for the correct agent based on those items, plus Notes and many other fields.  The reaction has been great because those same search features were extended to the ‘Lookup from Agents table’ link in the Client List page!

For those ReloSpec users who were already using the Languages, Training and Areas tables, the issue became how to get the information from those tables into the new fields.  For the SEARCH feature to work the information from the various tables must be entered into the corresponding Agent table field.  That is done manually each time you select an agent in the Agents page, click one of the buttons for Languages, Training or Areas and click the ‘Return to Agents’ button.

But, what if you have multiple settings for many agents?  The solution is now available!  From the Main Menu, click Settings then click the ‘Update Agents Areas, Languages and Training’ button near the bottom of the page.  A new page will open.  Click the BEGIN button and ReloSpec will automatically update all 3 fields for Languages, Training and Areas Worked for all your Agents!  This utility only needs to be run one time for each database, but if someone runs it multiple times it won’t matter.

Once the new utility has been run all your agents will have the fields updated and you may easily search for the right agent based on a wide variety of settings including Languages, Training, Areas Worked as well as by Office, Notes and other settings.

Please join us for a special webinar on Monday!  The webinar will cover two very important topics; the new AP button and the synchronizing of records between ReloSpec databases.

Action Plans have been proven to save tons of time when managing records in your Client List.  Recently the AP button was added to the grid and the Action Plans feature has been enhanced.  The webinar will help you understand how to setup and use this time-saving feature.

There has been much discussion lately on synchronizing records between ReloSpec users.  People avoid re-entering data and they receive updates automatically from broker to broker referrals.  During the webinar we’ll discuss this new feature and how to make it work for you.

The webinar is this Monday, August 31st at 11:00AM Central.  Click here to register for the webinar.