ReloSpec411

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.