It would be really helpful, as we expand our business & ideas that when we update a track in the Admin section, it reflects on tracks that have already been assigned instead of manually going through each property to delete & re-enter a track to get the updated tasks required.

It would be very useful for Personal Assistants if they subscribe to an agents calendar and can see the details of Open Home and Auction events but not be given full access to all appointments as the agent would have personal/confidential appointments in their calendar.

This would also be useful for joint listings because at the moment you can only add one agent to an open home so the second agent wouldn't be able to see the open home details in the calendar.

When producing a list of match profile result, we are able to email flagged properties to the contact. However it would be helpful if to that email we could also add another contact into the email. This means that for example a contact will be sent this list, but someone who is involved or needs to see this as well could be cc'd into the one email.

The new QR code update is fantastic but it can only be used at the time of an Open Home. It would be great if the QR Code check-in is applicable to the property at all times so that buyers can check in via the QR code at private inspections. Otherwise, there is no

Additionally, it would be great to have a quick access to the QR code from Pocket Rex - so that it is accessible by any staff member conducting the inspection at any property. The QR code could be displayed on the agents tablet/phone device for check-in.

Our company policy is to have one salesperson service and look after a buyer and therefore it would be good to have the contact owner identifiable in the leads module when an enquiry is made. This would enable the salesperson to refer the buyer back to the contact owner. An alternative solution/development would be to have the lead automatically assigned to the contact owner.

One of our agents isn't very happy with the layout of our invoices - currently the line items are including GST, then the subtotal is excl GST. She asked if it's possible to amend the layout so that it flows better and shows a subtotal inc GST, with a breakdown appearing underneath it?

Currently the eBrochure does not include the disclaimer from 'Portals and Publication defaults'. All the newsletters (just listed) we send link to the eBrochure with no disclaimer. Can the eBrochure be modified to add the code-grab for the disclaimer? And also allow ability to edit css?

Once a listing has a related contact (Owner) then when booking appointments for that listing, the listing owner should automatically be added to the record with an option to remove if necessary rather than having to manually add them all the time.

I use a platfor call JustCall for big prospecting sessions. so great u can upload lists and Click to call, Auto dial, power dial, predictive dialing, sms voice mail drop, sms, bulk sms, voice mail service & reporting. If it integrated to rex that would be awesome. so last contacted date would update and notes etcetera. Not sure how this would work but I think it needs to be explored. 

When clicking the action tab, it would be very helpful if there was a "change status" shortcut alongside the "View / Edit" and "Archive" CTA's.

See attached.

Cannot do a key search or report when key is set to property rather than listing. Even though the key details will show on the listing (when added to a property), it won't show in report.

I would appreciate this to be resolved :-)

It would be great to have an option to add a buyer match from the main leads page dropdown menu whilst processing leads. Currently, you have to go into the contact to add a match alert, which when you have 20+ leads to process takes a fair amount of additional time.
It would be even better also if when doing this the match alert pre-fills or makes suggestions of what to include in the match alert based on the listing they enquired on.

Is it possible for when someone checks in to an open to be able to add an dependent. instead of each individual signing into a code as this way we will be able to identify groups of people.
Also, when a mobile phone scans in to sign in, it can't scan and sign in again for a different person. this is quite an issue as some guests bring elderly parents who don't have smart phones.

When selling land there are a few more fields that would be required to know, ie. Bush fire attack levels, Noise package or Quiet house design package requirements, LDP or DAP applicable and requirements imposed/ required, easement type and location etc.

custom tabs allow for this however as a standard subset it may be a good add in.

Agent Performance Report

We would really like to be able to see the following kpi's on this report

Appraisals – (already shown)

Listings – (number of new lisitngs in the date range)

Contracts – (ALREADY SHOWN)

Open Homes - (SHOW THE NUMBER OF OPEN HOMES RECORDED THE THE PERIOD SELECTED)

Inspections – (NUMBER OF INSPECTIONS AND ENQUIRIES)

Price corrections –(SHOW THE NUMBER OF PRICE CHANGES)

when making a contract template for docusign, the standard contract fields dont quite cover everything we use at our agency,
i can add these fields through custom tabs however i cant then access them when making a docusign template,

admittedly some will carry over ie. property and contact custom fields show, but listing, contract, project etc do not.

how difficult would it be to add in the remaining custom fields for integration??

Duplicate the link to record functionality & UI used on lead records, on calendar events.

Example UI attached.