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!

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Tracks- items set in the track to activate x days from last completed task(like daisy chan)better workflow

    instead of having your whole track start from the start date and roll out from there. it would be far better to have each activity set in the track to be launched (x amount of days from last completed task) this will give you way better workflow and stop any overlapping or huge pile up of things if you need to go away or stop work for a certain period of time.

    Would help with way better workflow and stop the need to defer tracks and any overwhelm that you might be activating things out of sequence if you need…

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  2. Filter Contacts by Certain Track or Lack or a Track)

    I think its important to be able to find all contact without an up and coming reminder or track associated to them. This way you can make sure people don't slip through the cracks

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  3. Adding Tracks to Tags

    Adding Tracks to Tags. Would be very convenient if Joe came into our database today and once we tagged Joe as a "buyer" tomorrow that a pre-set track would start a contact plan or whatever so that we are reminded to call Joe 10 days later, 20 days later and so on. Similarly if we tagged Jane as a "potential seller" that an automated track of tasks would start to streamline the process.

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  4. Track integration to iCal

    Allowing tracks to push the events into the Rex iCal would be helpful

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  5. Individualised tracks, sms and email templates

    My work flow involves sending many emails and sms's from my crm. I would like to see the ability for each agent to add templates for their own use (not system wide which would confuse others). I have personalised emails, sms and tracks which I set up and therefore don't have to copy and paste from elsewhere, the ability to add form fields to auto-populate certain information is a real time saver.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  6. It would be handy to be able to automate texts,emails

    Automate the tracks, to be able to set up an automated track to nurture clients through each step of the process.Combination of texts (originating from senders number) and emails ,letters and phone call reminders.
    This will help solve the problem of incomplete tasks filling ones dashboard especially when agents are on holidays etc.
    This would allow more touch points with clients and for an agent to manage a larger seller and buyer base.
    Some of our competitors crm,s have this already

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  7. Delete whole track

    New to Rex, so this might already be available and I've missed it, but it would be good if you could delete an entire track rather than just the individual reminders. If you put a really long track onto the wrong contact that could be painful to go through and delete them all.

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  8. Bulk assign tracks

    Bulk assign tracks to multiple contacts.

    50 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  9. Search for records with specific tracks attached

    It would be great if we could have the ability to see what records were assigned to specific tracks.

    16 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  10. Track Listings - ability to print off the tracks

    A feature that allows you to print off the track listing so that you can discuss and then duplicate to create your own that allows it to be suited to your requirements.

    It is too time consuming to print screen etc and printing directly from the site cuts off most information

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  11. Sales Advice "deposit" breakdown to allow for initial deposit date paid/due & full deposit date paid/due

    Since buyers can pay their deposits in various ways & at different times i.e. an initial 0.25% deposit on a particular date with the balance due on another date OR no initial deposit but a full deposit due on a particular date, it would be clearer if we can note a breakdown of when they paid each amount &/or when it's due rather than only 1 "deposit date" under Selling details on the Sales Advice as this isn't clear as to whether it's actually been paid or if it's DUE to be paid. Buyers may not always pay a deposit…

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  12. Amendable Sales Advice & Commission Sheet

    Amendable Sales Advice Document & Combined Commission sheet

    To Be able to

         *Edit the document; add and remove fields, change the format and order of information
    
    *Have the solicitor address details on the form
    *Have a 1 page document for sales advice and commission worksheet
    *To be able to remove the commission
    *To show the acceptance date on the contract
    *The option to upload your own sales advice template and associate fields to information required

    90 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    16 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  13. Track Dates

    Currently you can set tracks according to:

    a. a start date, and

    b. forward dates.

    Track functionality and usefulness would be significantly advanced it you could:

    a. Specify actions according to key dates associated with the listing record (i.e. listing date, expiry date, contract date, expected unconditional date and expected settlement date), and

    b. dates could be calculated forward and back from a these dates.

    We were able to do this in our previous software and it was great . . .

    67 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    10 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →

    It looks like there’s 2 requirement requests going on here:

    1. Triggering addition of tracks based on an event.
    2. Having reminders that are attached to floating dates (e.g. unconditional date, settlement date etc). E.g. 3 days before unconditional.

    Would be good to get some more info on both of these items.

    1. Regarding triggering addition of tracks based on events:

    • Presumably you want support for this in multiple modules. If so, is it all modules or just some?
    • For each module, what are the events that you think should be supported for triggering track addition?
    • Is this an automatic process or is the user prompted to add the track when the event occurs.
    • If the desire is for the track addition it to be automatic, how do we deal with questions like which contact should a track be attached to in a listing or property that includes multiple contacts…
  14. Tracks - ordering/numbering tasks that are on the same day

    Currently, there is no way of ordering tasks which are due on the same day. They appear in a random order. We've had to resort back to paper checklists to do things in order.

    144 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    15 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the great suggestion. Our users and developers loved it – so we’ve moved it into the development backlog. We can’t give you an ETA, but we’ll let you know as soon as it’s live. Keep the great suggestions coming!

  15. Sales Advices in Word Document

    Having the option for the sales advice to be in a word document as well as PDF!
    This way we can edit out the commission tab (as this doesn't go to the purchasers solicitor)

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allowing Salespeople to Access and Add a Limited Number of Tracks

    It makes sense that only admin/support has permission to add a track to a 'Contact' or a 'Property' as the range of tracks created can be numerous and quite specific. Control is important.

    However, there are instances where sales people should be able to add a track themselves, such as attaching a repeat follow-up track to a contact or property after an initial follow-up track has been completed.

    It would be useful to create permissions that allow salespeople to access a limited set of predetermined tracks and attach them as they see fit.

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  17. Sales Advice - Remove commission

    I would like to be able to add or remove a commission amount on a sales advice.

    18 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  18. Can we add the 'test merge' feature in the template section again please

    So you don't have to find a contact or property to test the letter/email settings and you can test the letter/email in the same screen so you can see finish product in case you need to edit things...

    38 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →

    This is semi complete with a recent release. You can now preview how content will render to a letter (the system will fully render the PDF with letter head etc. if appropriate).

    Sample merge tag data at this stage is still not supported.

  19. Track identification

    When going in to reminders we see the track at the top. When you enter this area where you can delete or reschedule the track, it does not identify which client or vendor the track is associated with. When added several tracks for different purchasers I cannot identify which track is which.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  20. Link VPA spreadsheet with a merged letter

    Ability to attach a spreadsheet (or fields from a spreadsheet) to a merged letter.
    That way we could send a cover letter for VPA payment along with the VPA costs, all in one go.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3
  • Don't see your idea?

Feedback and Knowledge Base