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!
47 results found
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Lead Dropbox - Auto Parsing / Processing (Specific Permissions Set)
We and many offices use permission settings whereby agents can only see their owned contact records and duplicates are created.
It would be great if Auto-parsing with Leads Dropbox would add a contact record only if it is owned by the agent.
Secondly, see picture attached, there should be info available in grey next to name when reviewing what contact record you need to select including:
-agent that owns record.Thirdly, in the event that you need to manually create a record, I agree with this:
https://rexsoftware.uservoice.com/forums/170987-feature-requests/suggestions/9901626-add-client-details-from-lead-dropbox
There should be a way to auto-fill Name/Email/Phone or be able to see/copy…21 votes -
Assign the lead source to the new client source.
When we add a new lead and create a new client, it would be good to have the option to assign the lead source type to the new client source type at the same time automatically.
1 vote -
View & Process Multiple Leads through Stepthrough
It would be great to see the option of selecting & viewing multiple leads through the stepthrough as you can with reminders. This would quicken the admin time spent as feedback for Vendor Reports, mailing lists, match profiles etc are usually added for each enquiry.
19 votes -
Lead Types increased
Currently we have General, Appraisal, Enquiry. To build a good database to see what buyers are interested in it would be a great idea to add CLICKS. So this is not an actual enquiry but it shows interest in a particular property by clicking on newsletter images etc. This will then allow us to build a profile of what buyers are possibly really interested in by their actual actions.
3 votes -
The ability to navigate to contacts related to listings via a lead OR feedback
at the moment there's no way to get to contacts who have only submitted a lead making future follow up (particularly in the context of similar listings) difficult, we need to be able to have a report that brings up everyone that has either inquired or inspected regardless of whether feedback has been entered.
5 votes -
Leads step-through - a prompt for tags?
When using the leads stepthrough, there is is no prompt for the adding of tags. This means we have to go back into the contact after we're done with the stepthrough and then add tags. Having 'add a tag' as a step in the process would streamline things and help us manage our clients more effectively.
8 votes -
Leads - automated processing
When a lead comes through, and after completing the detail steps. It would be handy for the general information added by the interested party to be taken straight into the feedback details. so you are not copy and pasting all the feedback information.
18 votes
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