Want to open the Tickler page and keep it open throughout the day? You can open it from the ReloSpec Main Menu page (instead of with the link on the Referrals List page) and it will open and stay open until you manually close it.
Error Code = “Common Name Look Up Error”
February 6, 2009 — Happybodyfoodcommon name look up error
This most often appears when you are trying to send your AutoPilot’s. What this means is you have left a field empty that needs to be selected.
Most common this is the “Send What” Field. Even if you are sending your own uploaded form, it still needs to be accompanied by one of our forms in the “Send What” field.
“Send to” or “who” fields. The system needs to know who the email is coming from and who it is going to. Please check both fields.
Export Records to Profit Power
January 6, 2009 — HappybodyfoodAre you currently looking for a way to get data from the ReloSpec Referrals table into your Profit Power accounting software? It is now possible to export individaul records directly to Profit Power. After receiving numerous requests for this service, we can now provide it for a minimal ($140) setup charge.
Once the option is in place you will be able to select a record in ReloSpec, enter the closing information in the Closing page and when you click the UPDATE button the record will automatically be inserted into your Profit Power database.
Please let us know if you are interested in the Profit Power export feature. info@prosws.com
Adding Multiple Email Addresses in ToDo Page
January 6, 2009 — HappybodyfoodNow it is easier than ever to add multiple email addresses in the ToDo page. From the ReloSpec Referrals List page click the ‘ToDo’ link on the left side, then if needed, click the ADD NEW button to add/edit a ToDo item. You’ll notice on the right side of the page there are buttons with labels for the various email addresses you may want to insert. In the past, if you clicked more than one button, the email address would be replaced by the latest one clicked. Now, you may click for multiple email addresses that get inserted for you automatically. This makes it much easier and faster to enter the desired email addresses in the ToDo page.
Concierge Option Is Announced
January 6, 2009 — HappybodyfoodThe new ReloSpec Concierge option will be available beginning in February. This new option will allow you to track requests for Concierge services for clients in the ReloSpec Referrals table.
For example, let’s say a client contacts you and needs a plumbing service. Using the Concierge option you may select up to 5 suggested vendors to fill the need. You simply select the vendor(s) and click the ‘Send Email’ button on the Concierge page. An email is automatically sent to each of the vendors with the client contact information along with the needs detail. In addition, an email is sent to the client with a list of the vendors you suggested. And, a note is added to the Notes table documenting all that was done.
There are also forms and reports associated with the Concierge option that allow you to track what vendors are being selected and the feedback from the client regarding the service.
The introductory cost of the Concierge option is $199 during February 2009 and $249 beginning in March 2009. To see a demonstration of the Conceirge option click the ‘Concierge Option’ in the Training Videos page (ReloSpec Main Menu, Training Videos) or register for the Web Seminar
When a counselor (Mgr/Consultant) leaves do the AutoPilot items assigned to that person need to be changed?
December 6, 2008 — HappybodyfoodThe short answer is ‘No’. To understand the answer, you need to understand how AutoPilot works. There are two things to consider: 1) the sending of the AutoPilot items and 2) the responses to the emails send by AutoPilot.
First, all AutoPilot items that are emailed are sent using the email address of the person sending (processing) the items. It doesn’t matter who the Mgr/Consultant is. When the items are sent, all items that are in the AutoPilot window are sent and will have the return email address of the sender. This is why it is important that if there is more than one Mgr/Consultant in the office, the person sending the items (which is the person clicking the button to process the items) should filter the list for those items pertaining to him/her. Otherwise, all items will be processed using the email address of the sender. Of course this is only a concern if the receiver hits REPLY and sends a return email. The resulting email will be sent to whatever email address is on the original email.
Second, if the ‘AutoUpdate, Assigned Agent’ form is used with the AutoPilot and if the receiver uses the form properly and does not hit REPLY, then it doesn’t matter who sends the email. The response from the agent is added to the Responses table and gets processed separately.
All of this is assuming you are not sure who you want handling the current files. If you have a New User or Current User who you want to manage these items please see the post on Transferring Files and ToDO Items.
Can I turn off the AutoPilot tasks?
December 6, 2008 — Happybodyfood
Each time you UPDATE a Referral List record and click ‘Update Current Record’ ReloSpec will check to see if the Referral Status is “Closed” or “Dead” (or a variety of other reserved words), and if so, it will prompt you for whether you want to ‘Delete the future AutoPilots for this record’.
You may select: ‘No’, or ‘Yes’. The default is ‘No’. Click ‘Yes’ and you’ll delete all future AutoPilot tasks for that one record.
You can also Open any AutoPilot Item in your ToDo Folder for that file and turn it off by marking Complete=True and Repeating=False.
How Do I Send My AutoPilots?
December 6, 2008 — Happybodyfood
**Note: If you learn better VISUALLY be sure to check out our Video Tutorial!!!
Once ToDo items have been created, each user should be opening the AutoPilot page each day. The AutoPilot page is a list of ToDo items for all Referrals where the Activity = “AutoPilot”, and the Date field is less than or equal to today’s date, and the Complete field = FALSE. ReloSpec DOES NOT send your AutoPilot items automatically. Rather you must open the AutoPilot page, use the SEARCH button if needed to filter the list then send the items.
Do the following:
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From the Referrals List, click the “AutoPilot” link on the left-hand side of the page. You are now looking at a list of all AutoPilot items that are due to go out that as of today or before.
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If there are AutoPilot items that belong to another user and you do not wish to send them, click the SEARCH button, scroll down to “Who”, select your name, then click “Apply Filter”. You are now viewing only your AutoPilot items.
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Click the button at the bottom of the page that says ‘Click Here to Send Emails’.
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Close the page to return to the Referrals List.
From the Referrals List, click the “AutoPilot” link on the left-hand side of the page. You are now looking at a list of all AutoPilot items that are due to go out that as of today or before.
If there are AutoPilot items that belong to another user and you do not wish to send them, click the SEARCH button, scroll down to “Who”, select your name, then click “Apply Filter”. You are now viewing only your AutoPilot items.
Click the button at the bottom of the page that says ‘Click Here to Send Emails’.
Close the page to return to the Referrals List.
How Do I Create An AutoPilot task?
December 6, 2008 — HappybodyfoodNOTE: If you learn better VISUALLY check out our Video Tutorial for Creating an AutoPilot!!!
AutoPilot is one of Relocation Specialist’s most essential features. Using AutoPilot you can get updated on a regular basis regarding the status of each of your referrals. The process is as easy as setting up on simple To Do, and then letting the system do the rest.
To create an Auto-Pilot task:
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From the main Referrals List, click on the ToDo link on the left-hand side of the screen.
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Select your Activity as Autopilot.
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Select the date you would like your first update request to be sent to the agent.
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“Who” will be yourself, unless you are entering the information for another user.
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The ‘Description’ should be something like “Update Request”.
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Mark the ‘Is Repeating?’ feature as TRUE.
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Enter the ‘In How Many Days?’ as the number of days before you want the update request to be sent. If you want it to go every 21 days you would enter “21”, not “21 days”. (Numbers only.)
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‘Is a Response Required’ is asking if you want ReloSpec to track whether the person has responded. It should be marked TRUE.
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The ‘AutoPilot: How to Send?’ is asking whether the item will be sent using email or using the Report Generator. You will send using “Email”.
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The ‘AutoPilot: Send To?’ allows you to enter the email address of who you want this email to be sent to. You may use the grey buttons at the bottom of the page to copy the email address into this field. If you want the email address for the assigned agent, click the ‘Asgn Agt’ button and the email address will be automatically entered.
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The ‘AutoPilot: Email Subject’ allows you to enter a unique entry that will appear in the Subject line of the email. This field is often combined with the next field ‘AutoPilot: Email Subject Variable’ which inserts the variable at the end of the email Subject line. For example, if you enter “Update request for ” in the ‘AutoPilot: Email Subject’ field and select “Client Name” in the ‘AutoPilot: Email Subject Variable’ field and the client’s name is John Doe, then “Update request for John Doe” will be inserted into the email Subject line when sent.
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The ‘AutoPilot: Which form?’ field is used to select the form to be sent. If this is an update request to an agent, select ‘AutoUpdate’. NOTE: Any form can be sent via AutoPilot, however only forms that have “Auto” in the form name allow responses to be tracked by ReloSpec.
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Click “Add New Record”.
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