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!
1306 results found
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Feedback interest level
Hello Team,
Hope your all doing well. I notice when I have multiple feedback for the same property the individual feedback can have different interest levels. So if their interest goes from hot to cold I have to go back to old feedback and make sure it is consistent.
Otherwise, owners ask why they have hot interest and cold interest.
0 votes -
Contact Filter: Filter contacts by reminders option
I am finding that a lot of contacts are being lost because the next reminder has not been set. It would be very useful to have a filter that shows which contacts don't have a pending reminder so you can ensure that no contacts have been missed.
3 votes -
Add more distance between 'Cancel' and 'Save' buttons (ON EVERYTHING)
These buttons are so close to one another, and the amount of times I've accidentally clicked cancel, especially when writing a long note, saving a record change or even feedback. Just move them apart, or put save on the right, and cancel on the left. Cheers!!
3 votes -
Make agent ledgers inactive
We need the ability to make an agent ledger inactive. It looks like this would be an easy add as there is already the status column that the only option is active. We need to have the option to make them inactive as well so they are not in our main list.
3 votes -
Reports sorted by Suburb
Would be good to have reports that are sorted by suburb. For example, the unpaid invoices list, the trial balance report etc.
1 vote -
notes agenda
No NOTE appears on the Pocket Agenda if an SMS is sent via Rex.
It only appears if sent via phone.
It appears in Stream as SMS.
So some open home attendees on the agenda say they've received an SMS and some don't (depending on the method of sending).
If I put them into Pocket I would send from phone, but if my assistant puts them into Pocket then we don't want the SMS to go from her phone as I cannot track this.
The SMS should appear as a Note.1 vote -
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 -
Our main thing is that we don’t know if the auto response was received because it says auto-response sent but when I sent it to myself it di
requesting a feature to CC the agent into a properties Auto-response in the leads section. I have set up auto-response for properties and some of them don't reach the clients. If we were able to CC the agent in, we can ensure that the potential buyer/tenant has all the information they need. And if it didn't come through, we won't miss out on any potential client.
3 votes -
Auto pop-up to set up auto generated Anniversary email
Would be helpful if there's a function, once a property is marked unconditional, there is a pop-up window to auto set up Anniversary email that allow email template attachment with customized client's name (also with ticked box to select for it to be sent out annually on the same date and option to select end date). Where it was set up, it should have a Edit button to allow changes anytime.
Currently it need to add reminder, then add track on the reminder and set up recurring, which I am not quite sure how it works. Many Thanks.
1 vote -
Public Stock List: Option to select/deselect features
It would be handy,
1. if there is an option of not to include Date Time & Page number at the bottom of page when generating brochure under Public List.
2. when ticked Show Open Home time, organize properties with Open Home first and in time sequence.
3. the sequence of listing arrangement is the sequence of how we ticked on each property when doing the selection.Many thanks.
1 vote -
The Trust Account module needs to be able to produce creditor ledgers and remittance statements.
We can only generate a ledger for the client essentially. A ledger for creditors would be useful, especially from an auditing/risk management point of view. The ability to set date ranges on the ledgers would also be useful. Also, remittance advices for creditors please.
1 vote -
Mass Action - add Features and Views Lists
Currently, adding a 'Feature" or a 'View' to a property or a listing from the list of options requires a single click per selection, which the screen then returns to its normal position, awaiting the next selection. This process wastes too much valuable time.
A check box next to each item with a final 'confirm' tab at the end would allow the user to quickly make multiple selections from the drop-down list in one go.3 votes -
OABS
Filters
When going through OABS, it would be great to use the Filter to select More then/less than, days since seen/first listed. rather than a specific date.Eg. OABS, More than, 90 days
3 votes -
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 -
Integrate Rex with Spectre
Spectre in the UK has an integration with all the major CRMs except for Rex. It would be great if Rex can do an integration with Spectre ASAP in order to reduce the double entry we have to do.
12 votes -
For Rex Pocket to have an offline version.
For Rex Pocket to have an offline version so if the internet is not available you can still add contacts into the app for your open homes and it will update Rex once back online. This means no paper and pen needed or using another product to get by.
3 votes -
Daily email for reminders for overdue tasks/scheduled sends for that day
It would be great if an email could be sent every morning to the allocated user containing all of their individual overdue reminders/tasks/tracks. The email would ideally also include an overview of any scheduled sends for that day.
1 vote -
Force Fully Available option
It would be good to have an option to continue to market a property once a sale is agreed or to put a property back on the market if a sale is stalling.
1 vote -
When filing an email to a contact, it would be great to attach it to a property too.
I forward my emails to emaildrop and then file them against the contact. Some of this information is important for a property and would be good to be able to file against a specific property too. Some contacts have more than one property and we could then file the email to the relevant property. Ideally, when you "file against contact" and the search box come sup, it would be beneficial to have "file against property" too so important info re: a property can be logged and filed to the property.
1 vote -
Auto Communicate Open Homes to persons who have shown interest
We would like to see EVENT (open homes) automatically communicated to contacts that have expressed interest in a vacant 'For Lease' property. This could also be applicable to For Sale events.
1 vote
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