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!

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  1. Simple ‘kiosk mode’ for OFI’s

    The option to put extra details into pocket when conducting an OFI is great, but sometimes is cumbersome. If an OFI is busy, it would be great if we could have a kiosk mode where you can just put the bare minimum in similar to what Homepass has.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Could you please add a "Friends" category to the "Related Contacts" section.

    Could you please add a "Friends" category to the "Related Contacts" section. So that it appears in the pull down menu.

    4 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Change pocket Open section so it's more like HomePass

    Hi guys,
    we have been using HomePass to register buyers at Open Inspections and were excited to try using Pocket. Luckily I tested it before going to an open with it, because it's a little clunky.
    We generally don't ask for a full name at an open, but even if we did, searching by name isn't fool proof. So then I tried typing in the mobile number in the name field which was good for picking up a duplicate, but then if it's a new contact and I hit add contact, Pocket pre-populates the name field with the mobile number…

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Mailing List

    A rule where anyone we add into rex (buyer, seller, realesatate.com, hompass) be automatically added to a specific mailing list

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Click email address to open default mail client

    Please make it so that when I click an email address on a contact record my default mail client opens (in a new window). In my case, that's G Suite (Gmail) but it would also work for outlook.

    Until then, If I want to send an email outside of REX, I have to click the email address, select it, copy it, go back to gmail, click new email, then paste it.

    5 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    5 votes
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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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
    Feedback

    But 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
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  18. 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
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  19. 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
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  20. 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
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