When you search contacts, there is a little blue headshot next to contacts if you are the owner of the contact. This helps differentiate between contacts you own and contacts someone else in the office owns. This is a very useful feature.

This feature would be great if also applied to when you search properties. At the moment, you dont know at a glance when typing into the search bar which property record is yours and which belongs to a different staff member

It would be more time efficient to be able to print the ledgers directly when the ledger has populated instead of having to generate the report then download then print. Way too many unnecessary steps.

We often have admins/agents sitting in a listing for hours and sometimes all day but they aren't making any edits. It would be handy if after a period of inactivity, say 30 minutes, the user gets diverted to the dashboard or another screen so that they aren't sitting in a listing for hours at a time doing nothing. Often they don't reload the page and not all edits show up with the orange bar so they often override changes made by someone else in a listing.

Have a tick box within adding a note section so that if you add a note when talking to someone, you can tick the box to create a reminder to call that person back if need be. Instead of double handling by creating a note then creating a reminder.

Would love to have the bank upload button added in the actual trust accounting section of the property as a drop down on the payment (from ledger) so we can create the bank upload file straight from there!
Same with changing the upload status!
It takes a lot more time having to go out of the property trust accounting and into the main financials button to find and then do it.

Have the ability to update contacts within a certain track with new versions or alternative options of a track.

In pocket we cannot add a track to a property, then link the contact.

I have to go to a web browser to add a track this way

I would like to have the ability to Add Tracks as a Mass Action to groups - for example, group all of the contacts who missed out on property - mass action FOLLOW UP 'Missed out' TRACK. All older contacts with no tags or emails - MASS ACTION - Follow up "orphan" data. Being able to group up my contacts and put them on a track for action would be a huge time saver and would enable me to work the system a little more efficiently - especially when you are working from a mixed old and new database.

so that you can view just the information you want to see and that is relevant to your business, in other CRMs you can set up the home screen to show for example , your pipeline properties, KPIs, commission trackers etc.

as opposed to just seeing new listings and price changes etc,

Loading property photos from mobile direct to Pocket by Rex would be great!

The ability to vote for as many ideas as you want, but limited to only one vote per idea.

The ability to book the appraisal date and time from within the apprisals section and it syncs to the calendar with address and property owner contact info.

The ability to differentiate in the CRM between appraisals and listing appointments

Intergrate REX with DROPBOX

The ability to add company name and position in the contacts details

When using the search, if it comes back as nothing, there is an option to add new contact. If you have typed first and last name, mobile or email it will auto populate the new contact questions.

Having all the contacts in your phone is great for making calls quicky and efficienty when on the run. It's also great to have them on your phone for times when you need to share a contact with someone. Most devices can handle upwards of 50,000 contacts without any drama. Picking which contacts to sync based on their tags is important as well. This gives the ability to preclude contacts that are not needed as well.