Hello again! I published a post just this morning, but our developers just launched some great new additions to Home Office Pro that I just had to tell you about! These features were added after reading your great feedback on our new To Do list and My Contacts updates. Thank you again for continuing to send us these great suggestions!

New Quick Search

Now you can search for a contact from the main control panel page in your members area. You no longer have to go into My Contacts if you just want to search by a contact’s name or email address. The quick search does not have all of the amazing search options of the advanced search on the My Contact’s page, but it is the perfect for finding a particular person in your contact database quickly.

Transfer Leads by Recipient’s Name

No more hunting for the website-username of your team members! Now you search for a team member by name and transfer leads to them.

*Please note that you can no longer transfer leads by entering in the website username and hitting the Transfer button.  You may also need to refresh your browser or delete your browser cache and temporary internet files in order to see the new changes. 

New Transfered Leads History Panel

All of the leads that you now transfer will be displayed in a history sheet. This history is accessible from both the Set Appointments Module and the My Contacts Module through a new button called Transfer History. It will show you all of your transfers, who you transfer the lead to and the date of the transfer.

Changes to the To- Do List

Now you can print your To Do List for the day along with your Todays Agenda. The Todays Agenda print button is found on the Set Appointments module. You can also now view Contact Specific To-Do items on that contact’s Detail Sheet.

We hope these changes improve your Lead Transfers and To-Do List management. Thank you again for all the great feedback!

Corinne Elletson
Proud to be on the Team

Hello readers! This Morning’s Minute is about why you should keep your computer’s web browsing software up to date.  Recently I received a message from someone who was having trouble accessing content on a website not hosted by Platinum Synergy Group. It turns out that she was using an outdated version of her preferred web browser, Internet Explorer. The version she was using was not able to correctly display the media content on the website. This brought up an important question: How important is it to keep your web browser and other software up to date?

Home Office Pro is compatible across a wide range of platforms, and we are always working on improving that compatibility. Some features, however, run best on the latest versions of Internet Explorer 7 or Mozilla Firefox. This has a lot to do with changes made by the creators of the web browsers themselves. For example, Microsoft changed the way Internet Explorer handles web content in its latest version of 7.0. What this means is that web developers, like our company, have had to change some functionality aspects in order to make it compatible with Internet Explorer 7. Unfortunately, this means that some features, though still working, do not look as intended or run as quickly on Internet Explorer 6.0.29.

Most importantly, keeping your web browsers and other software up to date with the recommendations made by their creators, such as Microsoft, helps your computer to run smoother, safer and run the latest programs available. Programs and web content languages are in a constant state of growth and change. Microsoft and other companies release updates to allow their own programs to keep up with these changes and improvements. Updates are also released to insure your software is the most secure. When a bug or hole is found in a software that could potentially harm your computer, the software creators will release an update. It is very important that you run these updates.

The woman I spoke of earlier said she hadn’t updated yet because she had heard that the new version was so different. It is true that updating your software can mean that it will change the way it looks and works. It can mean getting used to a new interface, like how Internet Explorer 7 changed its tool bars and added tabs, but the pros of upgrading usually outweigh the cons. You can also contact the support line of your software provider to get more information about what all will be changing in the update.

Here are some links to the latest versions of the most popular internet browsers:

Microsoft Internet Explorer
Mozilla FireFox
Macintosh Safari

When in doubt, update!

Corinne Elletson
Proud Member of the Home Office Pro Team

Hello Home Office Pro Users!

Thank you for all of the great feedback on the changes we have made to the Contact Pop Up, My Contacts center and the addition of the To-Do List. Due to this great feedback and the number of those requesting it, we have put the Recommended Next Actions back into the main view of the Contact Pop Up.The Recommended Next Actions will no longer be hidden under a Toggle Link, making them easier to view and change.

The calendar will still appear beneath them when you choose and Out Come that recommends that you Set an Appointment. There is now a link that will appear, “Do Not Set Appointment”, which you can click to hide the pop-up calendar and choose not to create an event.

The To-Do list feature is still on the Contact Pop up. Under the When?, it is now set to be “Do Not Add” by default. If you wish to add a To-Do, type in a subject and then change the When? drop down to the desired time-frame. You must select an outcome to add a To-Do from the contact pop up. The To-Do is great for adding yourself a reminder to do something with the current contact when you are not setting a specific date appointment in your calendar.

Thank you again for all of your great feedback!

Proud member of the Team,
Corinne Elletson
PM and Client Relations

Good morning users! We have listened to your feedback and have worked hard for the past few months to bring you a new and improved way of managing your contact databases in your Home Office Pro members area. The My Contacts page will now be faster loading and easier to search with added advanced search options.

………..

Here are some of the great new features available:

• You can now Transfer Leads right from your My Contacts page
• Results are displayed faster and are no longer limited to 500 results
• Select multiple statuses and lists to search
• Organize the results in ascending or descending order based on Name, Date Added, List or Status
• Highlighted place marker lets you quickly pick up where you left off after completing a Contact Pop Up action

Also being launched today is the To-Do List feature!

This feature will allow you to quickly add non-appointment items to a list which is easy to view and manage. It will be like having a Post-it Note or note-pad right on your computer screen!

• Quickly create and manage new “to-do” or task items
• Add a To-Do right from the Contact Pop Up! You will be able to choose to create a time specific appointment with your contact through the calendar or simply add a quick non-time specific item to your To-Do List
• Keep track of non contact-specific To-Do’s, for example:

  • due dates
  • quick notes and brain storms
  • personal reminders

Changes to the Contact Pop Up: Integration of the To-Do List feature and new Quick-Calendar access!

Now your Personal Calendar and your To-Do is built right in to the contact pop up, making it easier and faster to set appointments! When you view your contact pop up, the Recommended Next Actions will be minimized. As you select the Outcomes, these Next Actions will still be selected for you. You only need to maximize them if you wish to change the recommended actions.

You will also be able to quickly add a To-Do list item while you are on the call!

The Set Appointment Calendar is now right there when you need it! When you select an outcome that has a Calendar Appointment Next Action, a calendar will automatically appear! You can select to either set a defined date and time or you can add a quick To-Do to your To-Do List!

We know these new features will help you locate, manage and work with your contacts more efficiently. We look forward to your feedback!

Proud member of the Home Office Pro team,
Corinne Elletson
Platinum Synergy Group

Good morning! Every Wednesday I am going to be featuring a short over view of a feature. Your team may or may not have the feature I will cover, but the feature is available to all teams using Home Office Pro. If you want to inquire about how to have the feature added to your team’s Home Office Pro system, feel free to submit a comment.

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In this morning’s Minute, we will go over the Transfer Leads feature. This feature is found on the Home Control Panel of your members area on the Setting Appointments module.

This feature will allow you to give leads to another member in your organization. If you wish to transfer a lead, place a check-mark next to their name, insert the member’s website username and click on Transfer. You must use the correct website username. For example:

I have a lead, CorinneM Test that I would like to transfer to my partner Jeff Lewis. Jeff’s website address is http://www.myteam.com/jlewis . When transferring the lead CorinneM Test to Jeff, I would type in jlewis into the Website Username box next to the gray arrow.

If the transfer is a success, you will get a message, letting you know:

After a successful transfer, the recipient (in this example Jeff is the recipient) will receive an email notifying them that you have transfered a lead to their members area.

Not all leads are available for transfer. You can not transfer a lead to another member once that lead enrolls and activates their own team website. You can also only transfer leads that are on your Team AutoResponder (Drip Email) Lists. When you created your Home Office Pro account with the team, a set of lists was added to a Response Magic Autoresponder account for you. If you have logged into your Response Magic account separately and created a new personal list, such as “My Newsletter” list, you will be unable to transfer leads that are in that list.

It is important to carefully consider a lead transfer. A lead transfer is Non Reversible! Once you choose to transfer the leads to another person, you are giving up ownership of that lead. The lead will become the property of the member to whom it was transferred. Platinum Synergy can not remove or return leads from a person’s account.

The Transfer Leads feature is a great way to work as a team to build your team.

If you have any comments or questions on this feature, please leave us a comment!
*all comments are moderated before appearing on the site

Corinne Elletson
Proud Member of the Home Office Pro Team!