It’s that time of year when we get requests to produce mailing lists for Contacts in the Referrals table. Do you need to produce mailing labels or envelopes for those holiday mailings? Or would you like to send letters to thank your Contacts for their business? You can!
There is an updated Advanced report named ‘Contacts in Referrals’ that will help. You can filter for the records you need, export them and use them with MS Word in a mail merge. Plus, this report automatically eliminates duplicates!
There is even a new Training Video that walks you through the entire process in just a few minutes!
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!
We value your opinion and want to know what you think about the Relocation Specialist software.
The Survey is just 22 questions and will take less than 10 minutes to complete. Plus, if you complete the survey you’ll be entered into the drawing for one of three $50 Amazon gift cards.
You may complete the survey at any time, but the drawing for the gift cards will be on Monday, November 7, 2011. The winners will be announced on the blog (www.ReloSpec411.com) on Tuesday, November 8, 2011.
Thanks again and good luck in the drawing!
The Relocation Specialist Team
How would you like to click once from your PC’s Desktop or your iPhone and instantly be in your Referrals List page? You can! Here are the steps.
For a PC using Internet Explorer
For an iPhone using Safari
“N” is for Notes. But, not just your ordinary Notes! In the Color Code column of the Referrals List grid there is now a capital letter “N”. When you click the “N” a new page opens and allows you to quickly add a new note.
But wait. This new page has a bonus! In addition to being able to add a quick note, this page is also designed to automatically format your emails! Let’s say you have received an email regarding a client or property and you want that email in the Notes table. Just COPY the part of the email you want, click the “N” for the Referrals table record, PASTE the email and click the button to ‘Save To NOTES’.
Not only is the email saved in the Notes table but the extra formatting to keep the paragraphs from running altogether is added automatically!
This report will allow you to select the Vendor and Date Range, then produce all expenses for that vendor.
One Customer’s feedback:
“I love it and thank you so much for doing this so quickly…it will be very helpful. Especially w/those vendors we use consistently like the landscapping company who wanted us to run the invoices to see which ones he had billed and which ones he still needed to send.” Rebecca, CENTURY 21 Alliance
The ReloSpec Team
And, to find all records with the same Color Code, click SEARCH, select the color you want and APPLY FILTER.