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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Account Sale with GST showing
We are in Victoria and some conveyance has asked to add the GST information into our Account Sale.
4 votes -
Hover over merge fields on Templates to make sure you have the correct one
When there are multiple clients with the same name you cannot tell which one you want in the merge field. Hovering over the name allowing the email / phone / postal address to show (depending on the merge) which one is correct
4 votes -
Set dates in tracks rather than number of intervals.
Specific times are important when dealing with personal situations in tracks.
Handy for Xmas,Birthday, season articles and much more4 votes -
Select contacts associated to specific tracks and be able to edit or update to new versions of that track
Have the ability to update contacts within a certain track with new versions or alternative options of a track.
3 votes -
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
3 votes -
Track integration to iCal
Allowing tracks to push the events into the Rex iCal would be helpful
3 votes -
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…
3 votes -
Add merges into email subject line for templates
It would be good if we could add merges (such as property address) into the subject line for email templates.
3 votes -
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 -
Tracks
Adding Target Contact to SMS reminder
When setting up an SMS reminder in Tracks, it would be useful if I could target a contact in the Track when it is that same person I would be sending the SMS to each time, eg my photographer.3 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 -
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 -
Tracks - Schedule track items for a specific weekday.
We have recurring track items that we do on specific days of the week -- for example, an email sent every Monday.
At the moment, I reassign this item to the next coming Monday after I set the track, and then the reminder recurs every 7 days.
It would be a handy timesaving feature for Rex to include this functionality along with the due date options. For example, instead of setting a specific date as the due date, setting "Monday" as the due date, with the option to recur.
Then when applying a common track to a new listing, I…
3 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 -
Pausing Agendas/Tracks/Reminders When on Annual Leave
Hi there,
I think it would be a great idea to be able to pause agents tracks/reminders when they are on annual leave, so you can pop in a start date to pause and then an end date that it will unpause.
For example if they have a reminder to contact a Vendor in two days but they go on leave for a week the next day that that reminder will not pop up until they return from leave and appear two days after they have returned.
I find the agent's arent overly great at going on leave and then…
3 votes -
AUTOMATED EMAIL TRAIL:
You have a new client.
Perhaps they're a buyer for one of your new listings.
So Rex has a box where you've got numerous email trails set up and you tick the correct one for this particular property allowing you to automate your communications with the buyer to some extent.
There'd be a first email that perhaps thanks that person for registering and provides an extra detail about the property that's not been revealed to the public yet.
Email 2 might be a snapshot of the queue waiting to get in at your first open house.
Email 3 might be…
3 votes -
Separate User Templates
In our open office environment we have access to each others templates. It would work better for us all if we only had access to our own templates. It would prevent overwriting the templates that we have specifically set for a particular task.
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 -
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 -
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
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