Text Message feature is Enhanced

October 26, 2012 — Happybodyfood

Exciting new ‘Text Message’ features are now available in your Relocation Specialist (ReloSpec) database!  In the past you have been able to send a Text Message by clicking the FORMS link, browse to ‘Text to Assigned Agent’, complete the text and SEND.  Now it is quicker and easier!  From the Referrals List grid, click the ‘TM’ link in the Assigned Agent Last Name field or the Referring Agent Last Name field and the Text Message page opens with the Text Address already entered.  Once the text has been sent, the text is added to the Notes table automatically!

But, it gets better.  Now you can schedule texts to be sent using Action Plans, and AutoPilot.  Do you want the AutoPilot to send a text to the agent, and schedule it in advance?  Now you can.  New buttons have been added to the Action Plan Items and the ToDo pages so that you can instantly insert the agent’s Text Address, then have AutoPilot send the text on the scheduled date!

All of this assumes you have the agent’s Text Address entered in the Agents table.  You’ll need to know the cell phone number and the service provider.  There is a handy list of service providers in the Agents table UPDATE page.  You’ll be combining the cell number + the service providers address.  For example, if the number is “4025906910” and the provider is AT&T then the Text Address would be 4025906910@txt.att.net.  Then, whenever the agent is selected from the Agents table, the Text Address is copied into the Referrals table record and is available for Action Plans or AutoPilot to use.

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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.

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