Customer Survey Enhancement

August 22, 2012 — Happybodyfood

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.

Posted in Uncategorized. 1 Comment »

Alternate Logo Now Available!

August 7, 2012 — Happybodyfood

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!

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July and August Training Webinars are now available

July 24, 2012 — Happybodyfood

Invest just 30 minutes in yourself and realize great time savings right away!.  The updated schedule is now available for the rest of July and for the August Training Webinars.  Register now for these FREE 30-minute webinars!

Click here to register

Posted in Broker Center Import Feature, Products, Tips & Tricks, Training, Webinars. Leave a Comment »

Enhanced Custom Financial Report now available

June 25, 2012 — Happybodyfood

Many new enhancements have just been added to the ‘Custom Financial Report’.  This ‘Standard’ report allows the user to select which fields they want to appear in the report, and to filter on the selected fields.  This continues to be a popular choice because it allows you to create your own ad-hoc reports easily.

Following are a few of the recent enhancements to the Custom Financial Report:

  • The layout of the fields has changed.  Fields of similar type are now grouped together which makes finding the field(s) you need easier
  • You may SAVE up to 4 different field selections (reports) per user!  Select the fields you want, click the radio button for which Report number to SAVE the selections to and the field list is saved.  Next time you run the report, click the radio button for the Report number you want (1, 2, 3 or 4) and all fields will instantly be selected!
  • Entering date ranges just got much easier!  You can still copy the sample date, paste it to the date field of your choice and change as needed.  But now you can simply enter the Begin Date, the word “to” and the End Date.  (example: “1/1/2012 to 6/30/2012”).  The report will translate the entry to what is needed.
  • You’ll still be able to run the report, sort by any field and DOWNLOAD, print, open in Excel or save as a CSV file.
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New FORM Letter for Outgoing Referrals

June 20, 2012 — Happybodyfood

A new FORM named ‘Outgoing Letter to Assigned Agent’ has been added to the list of FORMS.  This is a form that may be sent to the Assigned Agent for an Outgoing referral.  It includes the Client Name, contact information for the Referring and Assigned Agents, and when the form is sent manually it automatically inserts the email addresses for the Referring and Assigned agents.

NOTE: This new form includes the new Email Signature that is set up in the Users table, so if you haven’t already done so be sure to update that field prior to using this form.  From the Main Menu, click Utility Settings, Users, select your name, click the pencil and update the Email Signature field.  There are sample entries to review.  If you need any help with setting up your Email Signature, please let us know by submitting a Help Desk request.

Posted in Forms, Managing your Users. Leave a Comment »

June and July Training Webinars are now available

June 7, 2012 — Happybodyfood

Invest 30 minutes now and get back more of your time later!  The updated 30-minute Training Seminar (webinar) schedule is now available for June and July.  Register now for these FREE 30-minute webinars!

Click here to register

Posted in Broker Center Import Feature, Products, Tips & Tricks, Training, Webinars. Leave a Comment »

IMPORTANT Update on Advanced Reports

June 5, 2012 — Happybodyfood

Over the last few days, much work has been done with the Advanced reports, and a few explanations will help.

With limited exception, report names now start with “Activity…”, “Closed…” or “Sent/Received…”.  All “Activity…” reports include records where the Date Recvd/Sent OR the Close Date are within the date range.  All “Closed…” reports include records that closed within the date range and “Sent/Received…” reports include records that were sent and/or received within the date range.  So, if you need a report that shows records that were sent or received, grouped by the Referral Type, you can use “Sent/Received, Grouped by Referral Type”.

There are currently 36 Advanced reports.  As the need arises, additional reports will be added, but with the new naming rules it will be easier to find the report you need.  In addition to the naming rules being used, we have updated the Descriptions and ‘View Sample’ links.  The descriptions now display the fields included in the report and may be searched using the SEARCH button on the page.  Suppose you need a report that includes the Dead Reasons, you could click SEARCH, enter “Dead Reason” in the Description field and view a list of the 5 reports that include the “Dead Reason” field.

For those using the ‘Favorite Forms’ list, you’ll need to make some changes to the list.  Because in most cases we have changed the report names it will be necessary to DELETE the previous report names, and ADD NEW the replacement reports you want in your list.

Though a little painful in the short-term, we think these naming rules will be a big help moving forward.  In addition, many reports have been updated with faster response times and additional filtering options.

 

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‘Favorite Forms’ now in AutoPilot and Action Plans

May 23, 2012 — Happybodyfood

Selecting the ‘Form to send’ when generating a new AutoPilot in the ToDo page just got a lot easier!  Instead of including all 100+ Forms, the droplist now includes ONLY your Favorite Forms.  That makes it much easier to select the one you want.  This same list of Favorite Forms is used when adding a new Action Plan Item in the Action Plans page.

The use of your Favorite Forms is only when ADDing a new record in the AutoPilot (ToDo) record, or the Action Plan Items page.  If you click the pencil to UPDATE a record in either page you’ll have the full list of all available Forms.

To adjust your ‘Favorite Forms’ list, go to the Utility Settings page (from the Main Menu), click ‘Favorite Forms’ and add the ones you want to include.  The list of ‘Favorite Forms’ will be the same for all in your database.  It is not set for individual users.

Want to help others select their ‘Favorite Forms’?  Need help selecting which forms to use?  We’re in the process of compiling a list of the most popular Forms, and ‘Favorite Reports’.  If you have suggestions for other ReloSpec users, please submit them to support@prosws.com.  We’ll put the list together, then make it available to all.

We hope this saves time and confusion when selecting the correct Form to use.

Posted in ActionPlans, AutoPilot, Forms, Reports, Tips & Tricks, Utility Settings. Leave a Comment »

‘Quick Select’ Button Now Available

May 18, 2012 — Happybodyfood

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.

Posted in Uncategorized. 1 Comment »

New Cartus Forms!

May 16, 2012 — Happybodyfood

For all members of the Cartus Network: The new ‘Cartus Affinity Monthly HF’ form and the ‘Cartus Affinity Monthly LST’ form are now available in the FORMS page.  They work like the old ‘Cartus New Affinity Bi-Weekly HF’ and ‘…LST’ forms.  Forms are emailed to the agent/contact, the agent clicks the link, completes the form and clicks SUBMIT.  The results of the form are inserted into the Responses page for your review.  And, as with the other Cartus forms, they are formatted in text mode at the bottom of the Responses page for easy copy/paste into Broker Center notes.

But what about all those current AutoPilots that are using the old Bi-Weekly forms?  How to change to the monthly form and change the repeat to 30 days?  Ha!  The ReloSpec Team to the rescue!  A special (Cartus only) button is being added to the Utility Settings page that when clicked will search for all AutoPilot records that are not yet Complete and have the old Bi-Weekly HF or the Bi-Weekly LST page changed to the correct monthly report for HF or LST, and change the ‘Repeat’ time frame to 30 days.  Just click the button and all AutoPilot records will be instantly updated!  (The new button should be there by Thursday, May 17th.)

And while we’re on the subject of Cartus forms, the updated Cartus BMA form is also available.  The name of the form has not changed, but the link that is on the page has been changed.  So, any AutoPilots you have that include the Cartus BMA form do not need to be changed.

The Action Plans that you may have that schedule the Bi-Weekly updates will need to be changed manually.  Select the Action Plan, click the ‘Edit the Action Plan Items’ button, select the record, make the changes and click UPDATE CURRENT RECORD.  Then, all future AutoPilots will include the correct form(s).

If you need additional help, please use the Help Desk request page or contact a member of the ReloSpec Team directly or email support@prosws.com.

Posted in 411, AutoPilot, Cartus. 2 Comments »
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