Relocation Specialist announces new, improved platform

May 5, 2010 — Happybodyfood

Relocation Specialist announces new, improved platform

Due to continued growth and in an effort to provide the best possible response times, the Relocation Specialist software is moving to a new platform of faster servers.  We are implementing a ‘cloud computing’ environment that allows us to quickly add resources when needed while providing faster, more consistent response times in a secure environment.

The transition has begun and it will take a few weeks to install, test and transition to the new platform.  Soon you’ll see improvements while using the Relocation Specialist software.  This transition also means that new reporting features will be available.  Within the new few weeks we’ll begin converting existing web-based reports to a much nicer formatted look.  The improved reporting features will be significant.

For right now, there is nothing for users of Relocation Specialist to do.  Continue logging in the way you always have and using the software.  This is a free upgrade for all Relocation Specialist licensees.  We look forward to providing an improved software product.  Thank you for your patience through this brief transition period.

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New FORM available in Relocation Specialist

May 4, 2010 — Happybodyfood

 A new form has been added to the FORMS page in Relocation Specialist named ‘Client Notification of Agent 2 (cc:Assigned Agt)’.

This form is used to notify clients/transferees of the agent assigned for Outgoing referrals. It includes the agent’s phone number(s) and email address.

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NEW: Radio Buttons on Import page

May 1, 2010 — Happybodyfood

NEW:  Radio Buttons on Import page

There are now two ways of testing records in the Import table for duplicates.  When you first open the page it will do a First Name + Last Name check and display possible duplicates.  A radio button on the page allows you to do a more in-depth search that compares Names, Phone Numbers and Email Addresses.  This second option will take longer to display the results, but may find duplicates not caught by the first search performed when you opened the page.

Now you have a choice while searching for possible duplicate records.

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ATTENTION CARTUS USERS: Change to Responses for Cartus Bi-Weekly Updates

April 30, 2010 — Happybodyfood

Change to Responses for Cartus Bi-Weekly Updates

The responses that come back to the Relocation Specialist database for ‘Bi-Weekly Update HF’ and ‘Bi-Weekly Update LST’ have been modified so that if there is anything entered in the ‘Referral Cancellation’ section of the form, it will appear in red and will be bold.  This will make it easier to identify responses for cancelled referrals when reviewing them in the Responses page.

This suggestion came from one of our Cartus users, and we love your feedback, and good ideas!  Our job is to make your life easier, so never hold back on a suggestion or providing us with your feedback!

The ReloSpec Team

Posted in Cartus. Tags: . 2 Comments »

A TIP: Date Range when SEARCHing Referrals

April 29, 2010 — Happybodyfood

When doing a SEARCH in the Referrals List page, users may now enter a Date Range.  

Let’s say you want all records where the Transaction Address includes “Elm Street” but you want only records received between certain dates.  Now using the ‘Date Range’ link on the SEARCH page you can easily find such records.

The ReloSpec Team

Posted in Tips & Tricks. Tags: . 4 Comments »

Spell Check

April 13, 2010 — Happybodyfood

Though we don’t have an official recommendation for web-based Spell Checking software, there is one that we have used that is very helpful. It is a free download from http://www.iespell.com/ and provides Spell Checking similar to what you would find in MS Word and other similar products.

To use, go to the website, download and install the application.

Then, while editing your Notes page you can right-click the mouse, select ‘Check Spelling’.

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Customize Your ReloSpec Look!

April 12, 2010 — Happybodyfood

In the Relocation Specialist software there are now 9 different themes which may be selected that automatically configure the colors used with the various pages.  Individual users may select a theme that is different from others in the same database.

To select a theme, do the following:

1) From the Main Menu page, click ‘Utility Settings’, ‘Users’.

2) Select the name you want and click the UPDATE button

 3) Click the ‘View Choices’ button in the Color Theme field to see the options

4) In the Color Theme field, make your selection from the drop-list

The newest theme is “Modern” and includes gradient colors throughout the Relocation Specialist application.

We hope you enjoy the choices, and have fun making ReloSpec your own!

Posted in 411, Referral List Page, System, Tips & Tricks, Utility Settings. Tags: , . Leave a Comment »

New Form

April 11, 2010 — Happybodyfood

Per a Customer request we have created a new form called ‘Incoming Information Sheet – Agent 2’ which is the same as the previous form (Incoming Information Sheet – Agent) but this one contains the [Referral Fee 1 Percent] field. The form is now available in ReloSpec.

Thank you.

Posted in Forms. 3 Comments »

Household Goods

March 26, 2010 — Happybodyfood

The Household Goods form has been updated to include the fields from the HHG page.  Now all the details from the HHG page along with other details from the Referrals table records are included.

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Leading Real Estate Companies of the World Conference

March 8, 2010 — Happybodyfood

Happy Monday ReloSpec Customers! 

For those of you attending the Leading Real Estate Companies of the World Conference, ReloSpec will be in booth 109 for the Networking Night on Tuesday, March 9th- and then in the same booth during the Vendor Showcase on Wednesday and Thursday the 10th & 11th.

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