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!
123 results found
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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 -
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 -
Open house contact entry
Is there any reason why a person attending an open house with someone else cannot be added as a related contact at the point of entry in Pocket rather than just as an additional name on the primary contact which is clearly creating bad data?
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 -
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 -
Buyer Match Report
Can we please have a "Buyer Match Report" created showing the contacts that were emailed buyer match alerts overnight and which property the alert was for.
At the moment, there is no way to know if an alert has been sent to one of your contacts without having to go into the particular person or property card which is super time consuming.
Previously (when we were using Renet CRM) we were sent a report each day advising what alerts were sent to which contact so the agent was able to follow up these matches. Rex does not have this function.…
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Tagging contacting when quick adding them to a listing in the stream
When adding a contact in the stream of a property I often do the quick add where I can copy and paste the name, email and phone number for to add them in the database and against the listing. The only thing missing from the quick add is the ability to tag them at the same time. Having a tag option would mean we don't have to remember to go into the contact later in order to tag them as a buyer, or vendor etc... It important to us to tag our database so they are correct included in mail…
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 -
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 -
3 votes
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Drop down box to choose the email address / s you want to use where there are multiple choices eg within a law firm
Drop down box to choose the email address / s you want to use where there are multiple choices eg within a law firm after you have written the email.
3 votes
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