New Button in Utility Settings page deletes old ToDo items

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 …

What is an ActionPlan?

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.

Adding Multiple Email Addresses in ToDo Page

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.

How do I Transfer Files and ToDo Items from one user to another?

If you have a User who has left the Company, or you simply have people changing roles within the Company, you can simply transfer files and ToDo items from one user to another….IN SECONDS!

Both Users have to be in your User Table in the Utility Section.  So if a User is departing the Company please do not delete them.  If you have already deleted them you will need to add them back…..and their User Name will need to be EXACTLY what is was prior to the deletion.  This is how the system will recognize their files and ToDo items.

To make the transfer please follow these directions:

For Transferring Files

  1. Go to the Utility Settings Menu
  2. Click on Referral Table/Search and Replace
  3. Enter the previous Users User Name in the Old Name field
  4. Enter the new Users User Name in the New Name field
  5. Click the Global Search and Replace Button at the bottom of the screen

To Transfer ToDo Items click on the ToDoList Table/Search and Replace and follow the same steps.

Once all files have been moved you are safe to delete the departing user from the User Table.