Utility Settings

The Import page is used to review records that may be imported into the Referral table. Records are inserted into the Import page from a variety of sources including the optional eGrabber software and from other brokers using ReloSpec who use the SEND button on the Referrals List page to send referrals to you.

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 open the Import page?

From the Referrals List page, click the 'Import' link on the left side.

How can I know if a record in the Import table is a duplicate of an existing record in the Referrals table?

Each time you open the 'Import' page, ReloSpec checks for any duplicates found when comparing the 'Client First Name' + 'Client Last Name' fields in the Referrals table and the Import table. Any duplicate records found have "Duplicate?" entered in the 'Duplicate client already exists?' field of the grid. Though a duplicate exists you may still want to import the record. The Import page gives you the option after alerting you to the possible duplicates.

How do I import records from the Import table to the Referrals table?

For records to be imported into the Referrals table from the Import table, the 'Import' field must be set to "TRUE". To set the 'Import' field to TRUE do the following

In the box below the 'Import Table' heading and above the navigation buttons, be sure the radio button is set to 'Change to TRUE'.
For each record you want to import, click the small box in the 'Change Now' field on the grid, which puts a checkmark in the box.
Click the 'Change Now' button at the top of the column. This will change the 'Import' setting for all selected records to TRUE.
Click the 'CLICK HERE' link in the first box below the grid. (The complete statement is 'After you have set all of the desired records to 'True', CLICK HERE to import those records into the Referrals table.') All selected records will be moved into the Referrals table.
To view the imported records in the Referrals table, close the Import page and click the RELOAD button on the Referrals List page. The imported records will be in the grid.

How do I delete records from the Import table?

Records may be deleted from the Import table when they are no longer needed and will not be moved (imported) into the Referrals table. To delete records from the Import table, do the following:

In the box below the 'Import Table' heading and above the navigation buttons, be sure the radio button is set to 'Change to FALSE'.
For each record you want to delete, click the small box in the 'Change Now' field on the grid, which puts a checkmark in the box.
Click the 'Change Now' button at the top of the column. This will change the 'Import' setting for all selected records to FALSE.
Click the 'Click Here' link in the second box below the grid. (The complete statement is 'You may DELETE all 'False' records NOW'. CLICK HERE to DELETE them all!') All selected records will be deleted after you click the link to confirm you want to delete them.