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 »

New Button in Utility Settings page deletes old ToDo items

June 16, 2010 — Happybodyfood

There is a new button at the bottom of the Utility Settings page that is used to delete old ToDo items, and we are asking all to use it.  The purpose is to remove from the database ToDo items that are completed and that are more than a year old.  By removing these unnecessary records the response times will continue to improve as the database has fewer old records to sort through.

We recommend that at least once a month, someone using your database clicks the button and removes the unused records.  This practice is currently voluntary and will help maintain good response times in your database.

Button is located at the BOTTOM of the Utility Settings PAGE…alll the way down, under the return to main menu button
and reads:
NOTE: In an effort to reduce unnecessary database size
and improve response times, we recommend that you
periodically delete old (> 1 year) ToDo List items that
have been completed. Delete Old ToDoList Records …

Posted in Tickler, ToDo Page. Tags: , . 16 Comments »

Adding Multiple Email Addresses in ToDo Page

January 6, 2009 — Happybodyfood

Now 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.

Posted in January 2009, ToDo Page. Tags: , . 1 Comment »