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!
123 results found
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Filter Contacts with missing address or postal address
Once again this would be handy before doing any bulk mergs to filter all your contacts with a missing address or postal address so you can correct them before doing a bulk letter merg.
0 votes -
Search for OFI attendee by phone number
Field for number keys instead of generic iOS/ Android keyboard - when adding an attendee.
1 vote -
Mass deduplication
At the moment, you can only view 10 duplicates on a single page. There is also no way to filter said search to owning users.
Would be great to view more duplicates at once, and also filter owning users.
28 votes -
Search Contacts by Legal Name
Please add ability to search by legal name in generic search bar. We have a number of Asian clients who have “English names”. English name goes in name field as this is preferred way to address them by phone but when we need to search the other we can’t find it. If you combine both names in the one field it messes the search and won’t pick up either.
10 votes -
Addresses in Sales Advice
Contact Addresses to show state and post code.
Currently only shows street and suburb.1 vote -
Job Title
It would be helpful if there was a field we could record a Contact's job title.
8 votes -
Entering Duplicate Contacts - Open Homes
Hi there, when you type a contact name slightly differently but the phone number is the same, a duplicate notification comes up with the option to 'add anyway'. If in fact it is a duplicate, it is very annoying having to then get out of that screen and retype the name that is already present in the database.
Would it be possible to add another option where you can check the person in using their details that are already in the system within the same screen? I.e. when you get the duplication notification, there is a separate button where you…
3 votes -
Contact Group
Hi! I would like to suggest a REX contact group option. This would be handy for our tracks when sending emails through REX from Sales Agents to our Admin team. We currently have tasks that are set to email which we'd then send an email template from but there is only the option to add individual contacts from it. We use many distribution groups within our outlook email on a daily basis and I believe this could be beneficial from our CRM.
1 vote -
Feed address to REX from Homepass.
Feed address to REX from Homepass.
1 vote -
Caller ID to link with SMS sent from REX
Have the caller ID function link with SMS sent out of Rex (as it does with calls) I often receive return texts from buyers or vendors in the system that I don't have in my personal contacts. Iit doesn't display the owner just a number when an SMS is sent directly from REX. I then have to manually go in and search the number again to see who it is.
7 votes -
Share contact/call Info from my phone to Pocket app
A feature in Pocket that would allow me to share a recent caller (ie: their phone number) who was not previously in my database with Pocket.
This would then send the new callers phone number to Pocket and it would prompt me to create a new contact.
Alternatively, a method to add the name and phone number from my phone directly from my phone into Pocket.
10 votesThanks for the suggestions everyone. We’ll take a look at potentially implementing this one and let you all know if we progress forward.
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Automatically add contact from a website form
When people fill out an online form on our website, their details go straight into Rex (automatically).
2 votes -
Customise Caller ID Overlay
Having caller ID that can overlay an incoming call is awesome. However, being able to customise the data overlaid would be amazing. For example, having the name and address pop up would be better as some contacts are easier to remember by address.
1 vote -
Relating a Contact to a Building.
It would be handy if there was the option to relate a contact to a Building as you cal already relate a property to a building and a contact to a property.
this feature would make managing related contacts to shopping centers and large buildings easier.
2 votes -
Ability to add tags and mailing lists when adding new person from property page
When you are in a property file and would like to add a new contact from that page the ability to add tags and mailing lists from that box would be great saves time going out and back into the persons name.
3 votes -
Last Name on Export of Contacts
exporting in the 'raw' format should include the last name in a separate field, if using with other software, so many require first name and last name in separate column in excel or csv format.
1 vote -
PHONE CALLS FROM REX WITH THE USE OF PHONES (SOFT PHONES) AND THEN REGISTERED TO THE CONTACT. GREAT FOR CALL ENQUIRIES AND VENDOR REPORTS
PHONE CALLS FROM REX WITH THE USE OF PHONES (SOFT PHONES) AND THEN REGISTERED TO THE CONTACT. GREAT FOR CALL ENQUIRIES AND VENDOR REPORTS FOR SALES AND RENTALS. WITH THE ABILITY TO CALL DIRECTLY FROM REX IT WOULD REDUCE DOUBLE HANDLING BY STAFF AND THE ACTIVITIES WOULD THEN RECORD DIRECTLY TO THAT CONTACT AND PROPERTY THEY EITHER OWN OR HAVE ENQUIRED ABOUT.
3 votes -
Making the stream more intuitive
As a sales person, when I go into a contact, it would be great if the important info was front and centre.
Yes, I understand I can type out a note and pin it to the top of the stream however there's only 3 things I'm really interested in.
1. Did someone within my company sell this person a home
2. Did they buy a home from us
3. Have we done an appraisal at their place
All of these things are entered into REX in other places so it would be really cool if the database was able to…53 votes -
Add a property to a contact in pocket, whether when creating new contact or to an existing contact
80% of potential sellers and landlords are met by agents and property managers on the road.
If pocket is truly going to be the mobile solution for agents, then it needs to make the fundamentals easier. When a new contact is entered, or an existing contact is updated, there needs to be one tap functionality to add their address as a property record and attach it to them. Their address fields should already be broken into unit number, street number, street, suburb (with contextual search for suburb and postcode when entered) and a tick box to save them as a…13 votes -
SMS MUST HAVE . Have available secondary SMS as we do with emails. Both parties could then be conveniently contacted.
SMS MUST HAVE . Have available secondary SMS as we do with emails. Both parties could then be conveniently contacted.
THIS WOULD HELP A GREAT DEAL WITH AUTOMATED TRACKS
10 votes
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