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!
122 results found
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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 -
Contact Enquiry Listing Additional ID Information (Rental or Sale)
When you have a property with two listings (one for rental/one for sale), there's no way to tell these two apart when adding feedback unless you know the ID number by memory. It would be really helpful if when you search for a listing, it indicates that it is a "CURRENT LISTING" or a "CURRENT SALE" instead of just indicating that it is "CURRENT".
2 votes -
Predictive analysis & geospatial mapping = Stronger sales leads
Analyse and link contact behaviour (ie click on links, opening of emails) to:
a) their physical location
b) their home or business address
c) the address of what they're clicking on;On a map, so you can visualise and predict their interest
For example...
if they're clicking around their home, they're likely interested in selling.
If they're clicking around their home, and in another location, they're likely interested in both selling and buying
If they're clicking in another area, they're likely interested in buying.Then providing the analysis results as high priority contacts in a visual way that allows agents…
3 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 -
Homepass Buyers from OFI's into Rex
As we have a separate database for each agent, it is awkward when Homepass automatically finds an already existing contact belonging to another agent and automatically adds permissions for the new agent to that entry. Is there a way to create a new contact for the new agent through Homepass.
Also when doing a vendor report, Homepass lumps all the ofi contacts as one comment - not allowing for individual comments per buyer - because of this reporting is not possible for individual buyers.2 votes -
organise better so when you are in contacts and click 'back' arrow it doesn't take you back to all contacts
I get frustrated when I am in my contacts and enter someone new in and then click 'back' arrow and it takes me back to all contacts our company has! I want it to leave me in mine only.
1 vote -
When inserting a contact's address, include option to add the address as a Property record
When creating a Contact and adding their address, there should be a tick box option to create a Property record from the address and automatically link it to the Contact record.
1 vote -
Update forwarding addresses when sold
It would be great to add a forwarding address field for contacts with tick boxes to:
Update Vendor Address
Update Purchaser Address
When we Mark as Sold.7 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 -
In contact form under marketing add -Secondary contact birthday, Marriage Anniversary, House Anniversary
In contact form under marketing add -Secondary contact birthday, Marriage Anniversary, House Anniversary. This will enable auto reminders to send greetings to the Buyers, Sellers etc
16 votes
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