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!
111 results found
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More Options for contacts & related properties
More Options for contacts & related properties, at the moment only owner, past owner, tenant, past tenant available
Add Prospective buyer, Prospective tenant, Building manager etc1 vote -
Split records function for separations and divorces
As so much of the Real Estate sale business is based (unfortunately) on separations and divorces, it would be good to have a button/function where you can duplicate a record after settlement has occurred which will split out the records so that the former Mr & Mrs will now be two separate records meaning no awkward correspondence to the previously happy couple. :-)
3 votes -
Pocket Inbound Calls
If a customer is already in REX/Pocket, we want the ability to be able to raise feedback/add notes for an INBOUND call, just like you can when you initiate an outbound call.
3 votes -
Search for clients via their Location rather than Related Properties
When you have not connected a property to a client via Related Properties, but they have a street address in their Location, We need to search for those clients based on their street or suburb. We need searchable fields like House Number, Street Name, Suburb, that you can search individually.
3 votes -
Click on Email Address and Mobile Numbers to send Merges to
It has been suggested before to be able to click on the email address you wish to send an email to, I think this is important, but as well with mobile Numbers. My office keeps couples in a single contact record, so we regularly have 2 emails and 2 mobile numbers on the same record. I think we should be able to mark for example, Daniel and Maddison, whose email is whose and whose mobile number is whose. and be able to decide to sms Daniel separately, or Maddison separately in the contact module.
I understand setting a primary for…
3 votes -
The "my contacts" list to have the address attached to the name so this can be printed.
When making calls we print out the contact list, however, we want to have the property address next to the persons name so we know which property we are talking about when speaking to them.
3 votes -
Note Type
If we could please be able to Add More Note Types and reminder Note Types
eg. Currently there is an option for Phone Call.
I'd like to see. BD Call & AM Call. This way we can report on the ratio between business development to account management.
Second reason would be to organise your day through the reminders on the dashboard. Concentrate on BD calls through a certain time slot and then AM calls during another time
1 vote -
Duplicate contacts
If multiple agents have the same contact put a timer in that if the contact has received an email, sms or letter in the last 24 hours then they dont receive it again. Nothing worse than 1 owner getting the same marketing email or sms from multiple agents
4 votes -
Two suggestions: 1) i think you should have the ability to look up a contacts address, not just the postcode
2) With the app, It would be great to be able to send an SMS to ALL registered contacts from that days OFI, i see you can do this individually, but as a group would be ideal
1 vote -
Have a general owner of some contacts that all agents can access eg office contacts
Have a general owner of some contacts that all agents can access eg [office contacts]
This way we wouldn't have to add each and every person in the office to the contact so they can access it. (time consuming).
This would make lawyers etc available and not clogging up an admins contacts list.
Also this would be useful when an agent has a contact on a listing we could add [Office Contact] to the permissions temporarily while listing is live - as at the moment we have to add all the agents one by one to the permissions, and then…3 votes -
New contact type required
I need a new type of contact added to the contacts drop down selection.
Sometimes, a person is not an owner, past owner, tenant or past tenant.
They may be an agent or some other type of contact for the property.It would be good to be able to define someone as an "agent" or "contact"
Please help!!
1 vote -
Shortcut to add tags on the dashboard while looking at reminders
Currently while you are on the dashboard within reminders you can through quick view add the following to a contact
Note
Reminder
FeedbackBut you are unable to add tags through quickview. At the moment i have to go into the contact itself. Can we please have this feature added
3 votes -
De-duplication of single agent contacts
Is there any chance you could add an 'Owner' criteria for searching duplicates?
Our agents like to list duplicate contacts so they can own them but I have found that there are duplicates within there own contact list.3 votes -
Call Tracker
It would be great to track how many calls you are making from the database you have in REX. The ability to track this input data would be hugely useful. Calls Made, Calls Completed etc. The ability to see how many calls you made in a day, week or month then have the ability to compare to the previous month(s) or even the same time the year before - with a percentage difference.
1 vote -
Permission button
Would it be possible to be able to click on the permission button to see what agent owns the record please.
1 vote -
Adding a contact
When adding a contact and linking them to a listing as an inquiry it would be nice that the system automatically adds a match profile based on the listing they inquired about. This is a current feature on My Desktop that says a lot of time .
1 vote -
Update Contact Information Automatically
Another CRM that we used to use allowed every contact in the database to be contacted twice a year to update their details. Can you please do this?
An email goes out with a form for the contact to update and then it automatically updates in REX
Thanks!
3 votes -
Add individual Solicitors
It would be great it you could add individual solicitors to the firm as well. Solicitors company first and then individual acting for the Vendors, so you have both the firm and the individual on the listing and merging through to REINZ
10 votes -
add a reference name
Adding a reference - Being able to add a reference name and email to the solicitor without having to create a whole new contact
1 vote -
Buyer Match - Radius from CBD
It would be great to have an option to add a radius of suburbs from Brisbane CBD. For example a buyer is looking anything 10km from Brisbane CBD you can select that and it would include all postcodes in the 10km area around the CBD
4 votes
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