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!
114 results found
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Commercial automated match profile & default mailing list
Commercial automated buyer/lessee match profile adding the match profile, property requirements based on the enquiry property, adding to default mailing lists.
3 votes -
enquiry link that is coneected to an agent and can be sent via text to an enquiry so they can add their details and match preferences
Create a html link/qr unique to an agent that can be forwarded to an enquiry on the fly allowing them to enter their details and match preferences including specific property (not mandatory) which goes directly into rex linked to the agent. Would be awesome if it could be done out of pocket too.
3 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 -
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 -
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 -
alpha tag
Create Alpha Tag when sending SMS. When sending an SMS especially to bulk groups it would look more professional to have an ALPHA TAG so the recipient sees the Companies Name apposed to a random-looking number that people may think is a scam.
3 votes -
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 -
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 -
Enable phone number link for Rex desktop
User is able to click the phone number attached to a contact via Rex desktop and use Facetime or another program to call the contact. Similar to how Pocket is able to dial a number
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 -
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 -
adding an address box when entering clients
When adding a client into the system, It would be handy to have the address field as well. I was entering in a solicitor but only had the option to fill in name, contact number and email address. I then had to search for the client/solicitor enter the address then go back to the screen I was on and finish doing what i was doing.. this would save time and not having to go back and forth. This idea would be great for when adding every client. See attached.
3 votes -
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 -
enable Bulk Buyer Management, by Property/Listing, by Rating
Enable Agents to bulk-manage buyers for a specific property.
Enable agents to record buyer Interest (eg Cold / Warm / Hot), at a Property level (not at a contact level).
Enable agents to show all contacts for a Property/Listing, including their rating for that property, plus Notes and Feedback for that property. This would be useful for tailored callbacks, etc.
Enable agents to sort resulting contacts (at a Property/Listing), by rating. And ability to select some/all for bulk communication, by email or SMS. (eg agents may want to remind Hot buyers of auction details, etc)
Enable agents to create reports/extracts…
3 votes -
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 -
Add 'Address' to Sort By in Contacts List
When searching a street in Rex and viewing the multiple contacts with an address in the street. Add a feature to be ticked where you can sort by Address (Name and or Number).
3 votes -
3 votes
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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 -
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
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