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!
58 results found
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Track integration to iCal
Allowing tracks to push the events into the Rex iCal would be helpful
3 votes -
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.
4 votes -
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 -
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 -
Contract summary sheet - buyer details
At the moment the summary sheet doesnt merge the buyers phone number or email across. It only merges the sellers. It would be great if a merge field for the buyer phone number and email could be created.
0 votes -
Bulk Merge - Pocket
An an option to edit my email templates and add attachments prior/during a bulk merge (ie step 1 customize) - for example after an open inspection to add for sale price / answer common questions in my template.
To edit, contact by contact as in step 2, is probably overkill, regardless both features seem to be missing in pocket and can send raw templates only.
It would be handy not to have to wait until being on the desktop version to do this task the usual way.
1 vote -
Run a report to find out what properties a particular track has been assigned to
REX users should be able to run a report to find out what properties a particular track has been assigned to - eg. Settlement tracks
3 votes -
Add option to print Track Templates
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.
Print screen is not a very user-friendly option, as it looks messy & cuts out some of the finer details.
0 votes -
Set default tracks to records
It would be really useful if we could set default tracks to different records.
For example, as soon as I set a property to "list" a track full of tasks for the agent to complete between listing and publishing a property automatically populates.
This could also apply to properties for "pre-list track" etc.
We have about 24 tracks and to make it as easy as we can for agents (and to ensure nothing is missed/messed up) just the single track would already be there, eliminating the risk of errors by agents.
3 votes -
Tracks and SMS templated merges
I feel like this isn't as much a suggestion, rather a imperfection. When working in a team it is important to be able to delegate tasks to other members therefore I have created a track for buyers. This track is assigned to my assistant Jess who will send an SMS on my behalf welcoming the buyer to our club and what to expect. Only problem is that when Jess goes to her reminders/tasks for the day and selected merg and send it sends the message from her number. I feel there are many solutions to this problem. I am also…
1 vote -
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 already7 votes -
Only see the correct tracks for the correct module
Right now you can see all tracks for all modules even if, for example, you're trying to assign a track to a contact, you can still see all the tracks for all the modules (contacts, listings and properties). It's annoying to have to sort through them all and it seems like an easy fix.
I think this will impact the learning curve for new agents and new users.
3 votes -
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 -
Tracks - Being able to choose the order of the reminders within the track
We would like to use the tracks as a checklist in listings and currently they can't go in any order.. Having that option is a crucial factor.
9 votes -
Track note
It would be great if you introduced a way to add a note within a step in a track so for example you could add a phone script instead of a letter or email.
1 vote -
Bulk assign tracks
Bulk assign tracks to multiple contacts.
57 votes -
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 -
Ad Text Merge Tag For Email Templates
It would be great to have a few extra merge tags added for listings templates.
The ability to add the Default/Long/Short Ad text as a merge tag in email templates would be of great benefit.
This way, we can send the Ad text in an email so that whoever wants to get a change done they can email the current text (With Changes) and it is recorded on their file for all the ad iterations.
3 votes -
Task assignee should be based on job role, not person specific
When creating or editing a Track we should have the option to make the assignee of a Track a job role, eg. Sales Admin, Reception etc. So when a staff member leaves the Track is still associated with their role and not their name.
4 votes -
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
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