Table of Contents
Welcome to Relocation Specialist
New Installation, Configuration and Setup
Adding/Updating User Information
How do I add a 'ReloSpec Login' icon to my PC's Desktop?
Referrals List with Email Addresses
The number of records in your Import table
Favorite Forms / Favorite Reports
Activity Types table (used with ToDo items)
Uploading files for Email Attachments
eGrabber installation and configuration
Importing records from Broker Center
Importing records from Lending Tree
Working with the eGrabber Toolbar
How to install and use the database Clear Tool
How do I open the Import page?
How can I know if a record in the Import table is a duplicate of an existing record in the Referrals table?
How do I import records from the Import table to the Referrals table?
How do I delete records from the Import table?
How Do I Create A Custom Letter? (Body of Letter)
How Do I Create A Letter With Internet (HTML) Symbols?
How do I keep my letter from looking like One Big Paragraph?
Is there a list of Available Forms to Print?
How do I use the optional Referral Submit form?
How can I send email attachments manually?
How can I send multiple email attachments?
What are 'Favorite Reports' and how do I select them?
Where are the reports I used to use?
What is the 'Results' report and how is it used?
How can I have my Tickler open automatically upon logging in?
What records does the default Tickler page display?
Can I view Tickler records for ALL users?
How can I select the record in the Referrals table that matches my Tickler item?
How to run a Tickler report (How do I run a list of my “To Do’s” for each day?)
What is the 'Days Old' column and how is it used?
Are Responses in the Tickler removed automatically?