“N” is for Notes

“N” is for Notes. But, not just your ordinary Notes! In the Color Code column of the Referrals List grid there is now a capital letter “N”. When you click the “N” a new page opens and allows you to quickly add a new note.

But wait. This new page has a bonus! In addition to being able to add a quick note, this page is also designed to automatically format your emails! Let’s say you have received an email regarding a client or property and you want that email in the Notes table. Just COPY the part of the email you want, click the “N” for the Referrals table record, PASTE the email and click the button to ‘Save To NOTES’.

Not only is the email saved in the Notes table but the extra formatting to keep the paragraphs from running altogether is added automatically!

Quick Email to Agent? Popular forms gets even better!

The Email To Agent form has been a popular way to get a quick email to the agent from Relocation Specialist since not only does the email automatically populate the email address for the agent, but after sending the email, the contents are inserted into the Notes table for that record. 

Now, the Subject field defaults to the ‘Client First Name’ and ‘Client Last Name’ (ie. “RE: John Jones”).  So, now when sending that quick email you won’t need to type the client name into the Subject line.  The same is true for the ‘Email To Contact’ and the ‘Email to Referring Agent’ forms.