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.

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

What is a Tickler Report?

April 7, 2009 — Happybodyfood

Video Tutorials are available for the Tickler Page

The Tickler Report is basically your Personal Assistant.  Tickler=Reminder.  When you set up a ToDo item you are telling the system that on a SPECIFIC DATE you need to complete a SPECIFIC TASK.  That task may be an AutoPilot, a reminder to fax, call, email…..or just simply to check on a file.  In creating a Tickler Report we have taken the sticky-note and calendar reminders away from your daily grind!

So in the morning when you boot up and while you sip on your cup of Joe PRINT your Tickler Report and see what the day has in-store for you!

When you see AUTOPILOT you KNOW you need to check your AP Folder and send your items for that day.  When you see RESPONSE you KNOW you are waiting to hear from Agent’s so you can check your RESPONSE folder and see if they have replied. 

When you mark and item complete it will be removed from your Tickler Report.  When you send your AP’s they will be removed from your Tickler Report.  When you process Responses they will be removed from your Tickler Report. 

Now if you do not get to an item it will still be on your Tickler Report the next morning.   This page lists all ToDo items that are on or before the Cut-Off Date where the Completed field = FALSE.  

If you prefer you can also set your Tickler Report to open when you login.  Simply go to your User Profile in the Utility Settings and where it says ‘Do you want your Tickler to open each time you login?’ Click YES.

This is the same page that is opened using the ‘Tickler’ link in the Referrals List page.  The difference is that by opening this page from the Main Menu, the page will remain open until you manually close it.  If this page is opened from the link in the Referrals List page it is subject to being closed automatically as soon as you click a different link and open another page.  For example, if you open the Tickler page from the Referrals List page but then click the Notes link, the Tickler page will be closed and the Notes page will open.

Posted in AutoPilot, Response Folder, Tickler. Tags: , , . 28 Comments »

What is AutoPilot?

December 6, 2008 — Happybodyfood

AutoPilot is a software feature that automatically processes ToDo items that include “AutoPilot” in the [Activity] field.  For example, you could create a ToDo item to send reqularly-scheduled Update Requests to the Assigned Agent.  AutoPilot will send the items, keep track of who has not yet responded and will update the Notes section with the Comments from the agent when the Response is received. 

AutoPilot is one of the most important, powerful features of ReloSpec.

Posted in AutoPilot. Tags: . Leave a Comment »