Feature Requests
Welcome Rex Users!
Let us know what you really want out of the system you use in your businesses every day!
Please include as much detail as possible about what the feature is and how the feature would make your life easier – this will encourage other rex users to vote for your request rather than creating a duplicate idea. The more votes you get the quicker your idea will come to our attention :)
How it works:
- You can add as many new ideas here as you like but each new idea that you add will cost you one of your votes.
- You have ten votes to use. You can distribute these however you like with a maximum of 3 on any single item. You can remove a vote if you change your mind and put it elsewhere.
- If you have voted on an item that is then implemented, you will get those votes back to use again.
Remember – no request is too small :)
Happy voting!
1309 results found
-
Changes to Tracks not refreshing
When changes are made to tracks. The track that is changed does not update on the listing or contact that, that particular track has already been assigned too.
1 vote -
Customisation of invoices
Can you please allow for customisation of invoices similar to what is able to be done with letter templates, email templates etc? I would like to be able to adjust features on the invoice such as all the lower case letters in the custom invoice etc. Also, I'd like to be able to create template invoices for different needs. Thanks.
1 vote -
Make cancelled appointments more visible
When you cancel an appointment in the diary, it shows as the attached image with a strike line through it however if you were in the appointments tab on a property or person it still looks like the appointment is still there and shows very visible.
Is there anyway that this can be striked out (like the calendar view) so that it is visible and clear to all users?
Its so frustrating when you are updating a seller on the phone and you have to go from one tab to another to check the status of viewings!
You have to…3 votes -
Better contact grouping
We need to be able to categories contact in more than just company and person.
We should be able to have separate lists/ groups for:
Tenants
Vendors
Past Owners
Past Tenants
Solicitors
etcor have the capability to create groups ourselves. It's not enough to just assign to a user when enquiries online get placed into the contacts with our important contact etc
2 votes -
Send match alerts and new listing alerts from the Listing Owner and not the Record Owner
We would like the ability to send match alerts/new listing alerts to contacts from the 'Listing owner' and not from the 'Record owner'.
The listing owner is going to be the person building the relationships with the potential buyers e.g. it could be just the office junior who took the buyer enquiry and therefore the record owner is them rather than the Sales Negotiator. Therefore, the listing alert should go from the Sales Negotiator/listing owner.4 votes -
When offer accepted, make that buyers match profile inactive
It would be helpful to automatically mark a buyer as 'inactive' in the match profile once an offer has been accepted from them. E.g. when we change the status of the offer to 'accepted' in the legal tab of the Listing, this then marks that buyers match profile as inactive, so they don't get sent matches for future properties we list.
1 vote -
Update the Sales Progression Dashboard so that is shows all Sales proceeding and not just sales in chains
It is currently hard to get an overview of all sales that are progressing, as the sales progression dashboard only shows 'chains'. It would be most useful if all sales progressing could be added to this dashboard and show completed milestones and the next milestone that needs chasing.
5 votes -
pre val letter
i see we have a post val letter ,why not a letter to send to the seller once the val is booked?
1 vote -
Have lead enquiry and OFI attendance flow into Vendor Reports stats without being approved for reporting
The vendor report currently only adds leads that have been processed and provide feedback on the front page of the vendor report.
All leads and OFI attendance should be counted as an enquiry and should be reported at the high level. Its useful data to discuss with vendors particularly if enquiry isn't translating to offers or price feedback3 votes -
Addresses for the calendar
Would it be possible to show the addresses of the calendar appointments, on the web version of the calendar so you don't have to hover over the appointments to see?
1 vote -
Have a way to enter an offer from the calendar appointment and feedback screens
Have a way to add an offer directly from the feedback and calendar appointment screens
1 vote -
Link Trust tab to VPA tab select VPA items when paying suppliers, link back to VPA tab to mark item as paid and track overs/unders
when entering VPA supplier invoice payments in Trust Ledger, would be good to be able to select the VPA item as noted on the VPA tab. Then this item ticked as PAID on the VPA schedule and an over / under budget column created showing actual amount paid v amount in budget to track marketing shortfalls / surpluses. Currently using the notes section to write this but would be better to have a summary per VPA item that linked to the Trust tab. Would create a simple, efficient workflow as well
14 votes -
Linking data from Trust Funds Request to Trust Deposit when request is selected and receipted
Linking data from Trust Funds Request to Receipt - details from the trust funds request is pulled through to the Deposit screen when that request is selected at receipting time
9 votes -
Add 'Address' to Sort By in Contacts List
When searching a street in Rex and viewing the multiple contacts with an address in the street. Add a feature to be ticked where you can sort by Address (Name and or Number).
3 votes -
Open New Tab on Listings List
Cannot open listings on a separate tab when clicking on a listing on the listings list. When I open a listing, I need to click back back on the browser in order to look at the list again. For some reason you can do this in the report but on the listing list!
5 votes -
On the listings tab on the dashboard
After you click on a listing on a listings tab list, you can move backwards or forwards through the list on the listings page (see screenshot). However, if you refresh the page them the option to move backwards and forwards goes away. This really needs to be fixed.
11 votes -
Mass Action to Remove/Unsubscribe a Contact to Multiple Mailing List
As mentioned, if we could have a mass action button that we can trigger or use to remove or unsubscribe a contact from multiple mailing lists at once. Perhaps a "Select All" function to unsubscribe them all at once?
12 votes -
Improved Usability for OFI Follow Up
I am hoping for a single location within Rex to make OFI Follow Ups more efficient.
Currently, I have to use two separate sections to complete my follow up: one to access attendees' contact details, and another to view their feedback notes and interest level. It would be so much easier to be able to see all of this information in one screen.
Further development to the Feedback >> View contacts linked to Feedback page to also include:
1. Feedback from the inspection
2. Interest level1 vote -
Show when a listing is 'Under Offer' in the search bar
When a listing is 'Withdrawn' or 'Sold' it shows the listing status clearly in the search bar. However, when a property is 'Under offer', it shows the listing as 'Current.' It would be great if we could have the listing showing as 'Under Offer' and not 'Current'
3 votes -
Alerts for co-workers you've added to your calendar appointment
When you invite a co-worker to your appointment in calendar, they don't receive an alert or option to accept/decline like outlook would.
You have to physically tell them that you have added an appointment to their calendar, make sure they saw it and find out if they can make it, otherwise it just slips in there undetected and can easily be missed.3 votes
- Don't see your idea?