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How
Do I Update an Existing Referral?
What is the time-out warning box?
What are the navigation buttons?
*When
you log in for the first time you will notice a few “Test” Referrals in your
database (if there was no previous data transferred).
These “Test” Referrals MUST be left in place until you have entered
THREE of your own referrals. At that
time you may delete the “Test” Referrals.
To
Enter a New Referral:
-
Click the Red 'ADD NEW' button
-
Enter the fields as needed. (Not every field needs to be filled-in in order to track your referral.) NOTE: Upon selecting the 'Referral Type', the Subtype field will be entered automatically. This assumes you have completed the Subtypes for each Referral Type in the Referral Types table in 'Utility Settings'. See the 'Getting Started' page for more information.
-
When completed, click the 'ADD NEW RECORD' button at the bottom of the page. The record will then be saved and you will be returned to the database grid.
If
your Referral is not accepted
then most likely you are entering something into a field which goes over the
character limit, or is not intended for that field.
It’s
a matter of identifying which field(s) is giving you the problem.
Here are the most common errors:
Text
being added to DATE fields such as ‘Date Received’ or ‘Initiation Date’
Text
being added to NUMBER fields such as ‘Referral Fee 1’, ‘PriceRange2’, or
adding dollar signs ($) or percent signs (%)
Too
much text being entered into a field. For
example the ‘Firm’ field will accept up 50 characters (including spaces).
Anything over that causes errors.
If
you still can not determine the area causing the error, then simply enter the
information section by section until it gives you the error again, thus
identifying the problem area.
How
Do I Update an Existing Referral?
To Update an existing referral:
-
Select the referral. (You may need to use the SEARCH button and enter the criteria to locate the record.)
-
Click on the editing “Pencil” to the left of that referral.
-
Make the necessary changes.
-
Click the 'UPDATE CURRENT RECORD' button at the top or bottom of the page.
What is the time-out warning box?
Each database-related page
viewed over the Internet has a certain amount of time assigned to it before it
"times out". In most cases, the time-out occurs at 15
minutes. Currently the 'time-out' clock for the Referrals List page is
approximately 1 hour. The
approximate amount of times left is displayed in the upper-right section of the
Referrals List page. Since we are using the Internet, it is
important for the server to identify who is no longer using ReloSpec and drop
their session to make room for other “active” users.
This helps keep response times to an acceptable level.
There are a couple things you
can do to tell the server you are still there and want to stay logged in.
If you’re on a long phone call and you see that your session will
time-out in less than 20 minutes, select a different record, or click UPDATE
CURRENT RECORD or click the RELOAD button, or any other similar thing that
“tells” the server you are still there.
Any of those actions will restart the clock for when your session times
out. Keep an eye on the ‘Page
will time-out message in the upper-right of the Referrals List page.
What are the navigation buttons?
Navigation ButtonsTop, Bottom, Previous, Next, Row+, and Row- buttons
Contacts
Assigned
Agent
Referring
Agent
Transferee
Additional
Details
Home
Info
Copying
Referrals (EDIT Button)
Phone
Numbers; Formatting