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!
108 results found
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Remove Duplicate Contact Records as a Result of Enquires with Multiple Agents
When a lead/enquiry comes through for a listing that has two agents, we can see that it goes to both agents. However the person who has enquired, their contact record gets created twice, one for each agent. Instead of going in each time this happens to duplicate the record it would be good if REX could somehow recognise this and only create the one record for that contact.
1 vote -
Tenant attached to sale listing
Tenants to be attached to sales property, easy access for tenant details when sending entry notices and contacting for viewings.
1 vote -
Ability to add custom note types
Ability to add custom note types to all note taking across all modules.
This will enhance reporting abilities. Provide insight into what has been happening in the organisation to exe team.3 votes -
Absentee Owner or Owner Occupier search function
I tried to mail merge to absentee owners in my farm area. However the only function enabled is refined search > Postal Address > Yes/No.
It would be great to find Current Owners in my farm area, who have a postal address set in another suburb i.e. an absentee owner.
Please can we creat a refine search:
Postal Address > Is / Is Not > [SUBURB NAME]
or even better yet, a feature to determine absentee or owner occupier contacts
6 votes -
Buyer Match Report
Can we please have a "Buyer Match Report" created showing the contacts that were emailed buyer match alerts overnight and which property the alert was for.
At the moment, there is no way to know if an alert has been sent to one of your contacts without having to go into the particular person or property card which is super time consuming.
Previously (when we were using Renet CRM) we were sent a report each day advising what alerts were sent to which contact so the agent was able to follow up these matches. Rex does not have this function.…
3 votes -
Pipeline CRM on Rex?
We currently keep out pipeline on excel. Do you have a crm for pipeline properties/contacts? W
1 vote -
Label / Mail Merge Export, contact names exported in seperate fields
Would be great to allow the Label export feature to have first and last names in separate fields.
I know it's possible to do this with full data export rights but we prefer to keep this privilege to a few and want to avoid bottleneck situations specially during seasons like Christmas where exports are required from all Sales team databases.
Appreciate it if this could be included.
1 vote -
unsubscribe
People who unsubscribe from emails don't necessarily want to be unsubscribed from all communication. Please can we have the ability to unsubscribe from different levels of communication?
1 vote -
Generate Report or List for deleted tags eg "Trust Account - Agent Name"
Could you please let me know if it is possible to generate a report or find a list of all deleted tags?
I am wanting to find out the deleted tags for "Trust Account - (Agent's Name)"
I know how to check the change log for a particular contact but here I am trying to generate a list or report.
1 vote -
Related Contacts
It would be great to have "Accountant" as a related contact please.
1 vote -
Being able to search for an address in contacts rather than typing it in
Should be able to start typing in the address field and it automatically starts searching for the address using maps, rather than typing the full address in manually. This would stop someone to accidentally type the wrong address.
3 votes -
Company & Occupation
The ability to add company name and position in the contacts details
1 vote -
Adding new contact
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.
1 vote -
The ability to sync all contacts to phone
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.
1 vote -
1 vote
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Find Records Recently deduplicated through Admin- Record Deduplication - So you can clean after merged
when you are running a manula deduplication through the admin area - you need to be able to find all records merged so you can check that the names are all correct and there is no additional fixing you need to do.
This will save you time and if you already have a super clean database you want it to remain this way.
0 votes -
Re Open Home Contacts
It would be good to be able to email the contacts from the actions button in pocket so we can email them a pre prepared email template.
1 vote -
Tag a contact as a favourite and display the Favourites in Pocket Rex.
On the home screen in Pocket, a new category called Favourites would be added to the list. It would then make the frequently called contacts more quickly accessible.
When I'm working on one transaction or one campaign I'm finding I'm calling the same person multiple times. Adding a Favourites categories would be that make easier to make the call, particularly when I'm driving...1 vote -
Tagging Contacts
When adding in a new contact on Rex Pocket, there fields of name, mobile, etc is required of course - but would also like to add in a field straight after these contact details with the option to tag contacts under our categories if necessary, so instead manually navigating to their Contact Record, tagging can be done instantly on the same 'adding contact' page.
1 vote -
Adding company name to contact
Many commercial enquiries come from an individual but are on behalf of their company, there is no way to link them together at present
4 votes
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