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!
115 results found
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Filter contracts by address
Need to be able to filter contacts by address, even if its any word in the address field of the contact details. Understand you can filter by associated property, but with a database merged from another CRM, this is not possible. The basic functionality to target contacts in your patch or a street has been lost.
6 votes -
Mailing List
A rule where anyone we add into rex (buyer, seller, realesatate.com, hompass) be automatically added to a specific mailing list
6 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 -
Import Contacts from Address Book
Would be great to be able to import contact name/address/email/phone number ourselves! The current way of getting this information imported is quite time consuming and a bit of a headache.
4 votes -
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 -
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 -
Contact entering
There seems to be a lot of double clicking, double handling and back and forth when adding a new contact making it a time consuming and costly exercise.
One single pop up screen when entering new contact/lead giving the
Ability to add ALL owners on one page (pop-up), including, resi and postal address, address of property if investment would help speed up the process plus the ability to add a "track' without then having to select a "target" property. If you're in contact with the owners discussing a potential listing, nominating the target property seems obsolete regardless if its a…4 votes -
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 -
Visual distinction between System tags and Custom Tags
Show some kind of visual distinction between those tags created in Admin > Custom Values & Mailing Lists > System Tags (and thus used consistently) and custom tags added to contacts and properties individually. Colour stripe, different colour block etc
4 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 -
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 -
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 -
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 -
Download first & last name separately in CSV Lists
Currently first & last name will download into one column. It would be helpful to have these separately.
3 votes -
Purchaser and Tenant Separate on Related Contact
It would be good to be able to choose "tenant" or "purchaser" on the REX pocket app. Currently the only 2 options on the app are "Listing Owner" and "purchaser/tenant". If the property is tenanted and we get a contract on it, the app does not identify who is the tenant and who is the purchaser.
3 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 -
Add a contact's postal address when adding new contact
To save having to go back into the contact to add a postal address before raising an invoice for VPA when adding new listings
3 votes -
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 -
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
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