How do I create a ActionPlan?

April 6, 2009 — Happybodyfood

To add an action plan:

  1. From the Main Menu click the Utility Settings link, then click ActionPlans.  (You may also get to the ActionPlans from the ToDo page link in the Referrals List.)
  2. Click ADD NEW, and enter a description for the new ActionPlan you are creating.
  3. Select the new ActionPlan you just created, then click the Edit The Action Plan Items button.
  4. If you are about to enter the first ActionPlan item, the page will open to Add a new recordand you can begin entering the data in each field.  If there is at least one item already in the ActionPlan, click the ADD NEW  button to enter the additional ToDo items to be included in the action plan.  NOTE: See the ToDo Items page for instructions on how to complete each field.
  5. Click the ADD NEW RECORD button to save the record.  If additional items are to be added, repeat step 4.
  6. When completed, click theReturn to ActionPlans button to return to the ActionPlans list.
  7. Close the ActionPlans window.
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What is an ActionPlan?

April 6, 2009 — Happybodyfood

ActionPlans provide the ability to add multiple ToDo items quickly to the ToDo list.

For example: Let’s say that every time you add a new referral, you always create 3 ToDo items:

1) a Referral Confirmation to the Contact

2) an Incoming Info Sheet to the Assigned Agt and

3) you set up an AutoUpdate form to repeat every 30 days to the agent. 

 ActionPlans would allow you to create an Action Plan (a series of To Do’s) that you would call “New Referral”, for example.  Then, when you create a new referral, you would click on the To Do link, then click a button labeled ACTIONPLANS, select the “New Referral”, then click the SUBMIT button and those 3 items get added to the ToDo list.

Posted in ActionPlans, ToDo Page. Tags: , , . Leave a Comment »

Can I create my own custom form?

April 6, 2009 — Happybodyfood

Yes.  When you open the Forms link you will see a column titled “Is Body of Letter used?”  Any form with a blue check-mark next to in that column allows you to type your own custom letter to be sent out as that form.

The easiest and quickest way to create a Body of Letter is to follow these steps:

  1. Open the Forms Link
  2. Open the Look Up Body Of Letter link located in the upper-left-hand corner
  3. Click the RED ADD new button
  4. Now type your letter in MS Word
  5. When you are done click Save As and select Web Page
  6. Now open that document and COPY and PASTE the contents into the Body of Letter page
  7. Click the ADD NEW RECORD button at the bottom of the screen

You have created the contents of your custom form.

Now you can set up an ActionPlan or a ToDo that uses that Body Of Letter and send it off to your desired audience.

***Note:  The reason we use MS word is because there is some HTML code involved.  If you do not save the contents into web form 1st and just paste the contents into the Body Of Letter, the letter will not appear as you want it to.

Posted in Body of Letter, Common Questions, Forms. Tags: , , . Leave a Comment »

Can I apply an ActionPlan to more than one record at once?

April 6, 2009 — Happybodyfood

Absolutely!  First make sure you have created the ActionPlan you want to use.  Then follow these easy steps:

  1. On the Main Referral Page Press the blue SEARCH button at the top of the page
  2. Locate the records you are wanting to add the ActionPlan to
  3. When the referrals are displayed click on the ToDo link on the left-hand side of the page
  4. Click the View The ActionPlans box
  5. Next select your ActionPlan
  6. At the bottom of the page click the 2nd box that reads

                                        Add this 1 Action Plan Item to the ‘To Do List’ for ALL XXX Referrals  based on this Search Filter

Posted in ActionPlans, Tips & Tricks. Tags: . Leave a Comment »

Can we change the LRE Owner once it is saved?

March 6, 2009 — Happybodyfood

The LREOwner field in Xchange corresponds to the ReloSpec MgrConsultant field.  Updating the field in either db will synchronize with the other.

Posted in Common Questions, LeadingReE. Tags: . Leave a Comment »

My Agents Can Not Open The Forms I send

March 6, 2009 — Happybodyfood

Do your Agent’s receive your AutoForms but complain that the link does not work when they click on it?
 
Please have your Agent’s set their email to HTML.  If their email is set to “text” only they will not be able to access the forms ReloSpec is sending via the interactive link.
 
When viewing an email in Outlook you can click the Format button at the top of the page and switch the email to HTML.

Posted in Cartus, Communicating with your Agents, March 2009, ReloSpec News, Newsletter Articles, Tips & Tricks. Tags: , , . Leave a Comment »

Why Are My Agents Are Not Getting My Forms?

March 6, 2009 — Happybodyfood

Do your Agents complain that they are not getting the forms/Update Requests you are sending from ReloSpec?
 
The most obvious solution to this issue is that your Agent is working from a PC that has a firewall running on their server.  All servers need to be set to ACCEPT/ALLOW emails from the following address:   rs.prosws.com

Posted in Common Questions, Communicating with your Agents, March 2009, ReloSpec News, Newsletter Articles, Tips & Tricks. Tags: , , . 1 Comment »

Can I Change the LOOK of my Referral Page?

March 6, 2009 — Happybodyfood

Sure!  You have some control over how your referral page looks.

1st.  The COLOR.  We want you to select the colors your are partial to since you are the one staring at the screen all day.  To change the color or your ReloSpec Screen please login to ReloSpec.  Next go to the User Table, located in the Utility Settings.  Once there you will click the last field that says COLOR CHOICES.

UtilitySettings/Uses/Red Update Button/ Color Choices

There are 8 different color themes to chose from….have fun finding the one that is right for you!

2nd  When you are on the main Referral Page you can Select From 3 different options and change the information displayed on your screen:

1) Standard Display

2) Show Email Addresses

3) Show Inventory List

 

3rd.  You can sort your Referral Page by clicking on ANY of the Column Headings.  Type/Status/Transferee Last Name/ First Name/ Email.  Whatever you want, just click on that Column’s Heading and the data will sort accordingly.  Pretty cool!

Posted in Referral Page, Tips & Tricks. Tags: , , . 1 Comment »
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