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Frequently Asked Questions  

How do I change settings for my Popup Blocker?

      I've changed my Internet Explorer settings and my ReloSpec pop-ups are still blocked.  Why?

 

How can I put an icon link on my PC's Desktop?

I am having trouble adding a new record in the Referrals table.  Why?

How do I duplicate a Transferee's file?

Having a problem adding a new Agent?

If I remove a name from the Users table, will his/her name remain in the referral?

I have entered a Name and Password in the Users table but it doesn't work when I try to login to the database.  Why not?

My Calendar won't open/or error message when clicking one of the links?

How do I send a "Mass Email" to all of our Contacts?

How do I send a "Mass Mailing" to Contacts or Referrals?

How do I print LABELS for my Contacts (or Referrals)?

How do I remove Header and Footer information from pages I print?

How do I assign a 2nd agent to the same Transferee?

Why does the program time out in one hour when you are using it?

Can I backup my table(s) to my local PC?

 

 

How can I put an icon link on my PC's Desktop?

If you want an icon on your PC's Desktop that takes you to the Relocation Specialist Web Version and logs you in automatically, here are the steps:

   1.  Login to the web version using your ID and Password

   2.  From the menu bar, click File, Send..., Shortcut to Desktop.

 

A new icon will be placed on your PC's Desktop labeled: 'ReloSpec Login'.

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Agent who cannot use the AutoUpdate form, or security level problems?

To use the Relocation Specialist Web Version software, all users must be running Microsoft Internet Explorer v5.5 or higher, and must be using the DEFAULT settings.  Any other setting besides the default settings for all options may cause errors or problems.  If you are experiencing problems running the ReloSpec software, do the following from within the Internet Explorer browser window:

1.  Click HELP, About Internet Explorer.  The version should be 5.5 or higher.  If it isn’t you must obtain the free update from Microsoft which may be found at: http://www.microsoft.com/windows/ie/downloads/critical/ie6sp1/default.asp 

  1. From the browser window, click  Tools, Internet Option….  Click the Security tab and select ‘Internet’ web content zone.  If the ‘security level for this zone’ is not set to ‘Medium’, click the ‘Default Level’ button. 
  2. Select the ‘Local Intranet’ icon in the Web content zone.  If the ‘security level’ for this zone’ is not set to ‘Medium-low’, click the ‘Default Level’ button.
  3. Click the ‘Privacy’ tab.  If the privacy setting is not set to Medium, click the ‘Default’ button.
  4. Click the Content tab.  Click the ‘AutoComplete’ button.  The ‘Forms’ checkbox should NOT have a checkmark in it.
  5. Click the Advanced tab.  Click the ‘Restore Defaults’ button.
  6. Click the ‘Apply’ button in the bottom right of the page.  Then, click ‘OK’.

This should enable all default levels and correct whatever problems exist with the browser. 

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 I am having trouble adding a new record? The most common error on input is to enter text into a number Field such as [ Price Range from], [Price Range to] and [Annual Income]. The best solution is to click ADD NEW and put only the client name and click 'Add New Record'. That will start the record and get things started. Then, click UPDATE and fill in all the other fields. If you are entering something incorrectly, it will show up while doing an update. This is a sure-fire way to get the record in and identify where they were entering something incorrectly.  

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How do I duplicate a Transferee’s File?

This feature is very handy when you have the same client as an incoming and an outgoing file.  Once you have put in the initial referral you would then take the following steps to duplicate the information:

1)       Make sure you are on the file you wish to Copy. 

2)       Click the Red Copy Button on the top of your screen.

3)       Make any changes you wish (like changing the referral type, or adding the number 2 and a new agent (to track multiple agents).

4)       Click Add New at the bottom of the screen.  

 

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Having a Problem adding a new agent?

The ADD NEW, DELETE, UDPATE and DOWNLOAD navigation buttons have been deleted from the 'Lookup from Agents table' link due to new Security levels being added to the software. 

If the user needs to add a new agent, he/she should use the AGENTS link at the left side of the Referrals List.  Once the security is in place, if the user is a member of the User group, they won't be able to ADD NEW, etc.  If they are a member of Manager or Admin they will be able to ADD NEW, etc.

 

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If I remove a name from the Users table, will his/her name remain in the referrral? Yes.  If you remove a person’s name from the Users table, it does not affect the Referrals that may contain that person’s name.  The same is true with Agents.  If you remove an agent’s name from the Agents table, the name remains in the referral.  

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I have entered a Name and Password in the Users table but it doesn't work when I try to login to the database.  Why not?

There are two places where the ID and Password must be entered; my Internet database that I control and your Users table that you control.  I control who gets through the Internet and has access to your database.  You control what they can do after they login. 

 

The reason why you couldn't login using your ID and Password is because though you entered it in your Users table, it hadn't been entered in my Internet database. 

 

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My calendar won’t open/or error message when clicking on one of the links?

Most likely you have a pop-up blocker (security software) running on your computer.  The simplest way to test for this is to hold down the “Ctrl” button while you click on the link.  If the page appears you have pop-up software running on your PC and this must be removed or you can override it with the “Ctrl” feature.

 

The calendar also will not work correctly if you do not have Java running on your PC. The browser must allow Cookies and Javascript should be enabled

 

Recent updates to the WindowsXP SP2 have automatically added the anti-popup software and many people don't know it's running.  You can view the option in the Internet window, Tools, Popup Blocker.

 

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How do I send a “Mass Email” to all of our Contacts? Create the email first.  Then, open your Contacts table and click DOWNLOAD and SAVE. That will put a copy of the Contacts on your local PC.  (You may want to use the SEARCH button and filter the records as needed prior to downloading and saving.)  Using MS Excel, open the file you just saved and highlight the column containing all the email addresses.  Right-click the fields with the email addresses and click COPY.  Return to the email and in the BCC field right-click and click PASTE.  Then SEND.

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How do I send a "Mass Mailing" to Contacts or Referrals? First, create the letter using MS Word.  Then, open your Contacts (or Referrals) table.  Filter (SEARCH) the table as needed, then click DOWNLOAD and SAVE. That will put a copy of all the records on your local PC.  Using MS Word, open the letter you created and click Tools, Letters and Mailings, Mail Merge Wizard and follow the prompts to set up the Mail Merge.  When at the step to identify the file to use for the names, addresses, etc, be sure to change the 'Files of Type' droplist setting to 'Text Files (*.csv).

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How do I print LABELS for my Contacts (or Referrals)? Follow these steps to create mailing labels for records in your Contacts (or Referrals) table.
  1. Open your Contacts (or Referrals) page in ReloSpec.  
  2. Filter (SEARCH) the table as needed, then click DOWNLOAD and SAVE. That will put a copy of all the records on your local PC.  
  3. Using MS Word, open the letter you created and click Tools, Letters and Mailings, Mail Merge Wizard and follow the prompts to set up the Mail Merge.  When at the step to identify the file to use for the names, addresses, etc, be sure to change the 'Files of Type' droplist setting to 'Text Files (*.csv) so that the file you downloaded from ReloSpec will appear.
  4. Complete the Mail Merge Wizard and Print or Save the resulting labels.

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How do I remove Header and Footer information from pages I print?

If the letter is printing the Internet header and footer information, be sure to  remove it by clicking File, Page Setup and delete everything from the Header and the Footer fields.

 

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Why does one get a request for authorization when we try to download
the roster report into RptGen?

This happens when the 'Folder Options' settings are not set correctly.
To correct the problem go to:

http://rs.prosws.com/relospec/SQL/WebUD_110404.htm

and follow the steps for the first article there.  

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How do I assign a 2nd Agent to the same Transferee? On the left-hand side of your screen (from the main Referral Page) you will notice a link that says “Alt Agents”.  Here you can put in the name of a 2nd Agent.  However if both agents are actively working on the file and you are corresponding frequently with both, it may make more sense to duplicate this transferee’s record and title the 2nd file Jane Smith2.  This way when you search for “Jane Smith” both files will come up.

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Why does the program time out in one hour when you are using it? This is an Internet setting and is necessary for security reasons.

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How do I change settings for my Popup Blocker?

In Relocation Specialist there are a few pages that are used as pop-ups, and unless you have your pop-up blocker settings correct you not be able to view these valuable pages.  These instructions apply to the Internet Explorer pop-up blocker settings.

 

From the Internet Explorer window, click Tools, Pop-up Blocker, Pop-up Blocker Settings...  In the 'Address of website to allow' box, type "rs.prosws.com" and click 'Add'.  Click Close.

 

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I've changed my Internet Explorer settings and my ReloSpec pop-ups are still blocked.  Why?

Though you may have changed the Internet Explorer Pop-up settings, you may still have other software running in your browser window that is blocking your pop-ups.  Common examples of pop-up blocker software are additional toolbars from Yahoo! or from Google.  If you have these additional toolbars, be sure you also have them set to allow pop-ups from "rs.prosws.com".

 

A second possible cause is that the User Group is not set correctly.  This is possible for users who have upgraded to the web version from the server version.  The User Group setting for the administrative level for those people is "Admins", though the setting in the Users table appears as "Admin".  The solution is to open the Users table (Main Menu, Utility Settings, Users), select the record, click UPDATE, then click UPDATE CURRENT RECORD.  That will change the value that is saved to "Admin" and allow the pop-up pages to work after logging out and logging back in to ReloSpec.

 

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Can I backup my table(s) to my local PC?

Although your database is backed up every night to tape and to the web server's hard drive, it is possible to backup your data to your local PC.  This is possible by opening the appropriate page and clicking the DOWNLOAD button.  For example, if you want the entire Referrals table you can open the 'Referrals List' page, click DOWNLOAD and SAVE the records to a folder on your PC.  The records will be saved in a .CSV (Comma Separated Value) format which can be read by Microsoft Excel, Word or most database programs.  Other tables you may want to download are your Agents and Contacts.

 

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