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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Email Template in Brand Accounts - Sender
We had the below situation occur where a team member sent an email out of a Brand Account, and it ended up with no signature or name being listed. Looks unprofessional (and spam)..
We are hoping REX to build in a feature that if the FROM isn’t selected from the recipients drop down box – then it produces “ERROR/incorrect value” message in red. The same way, that happens when you try to pay out funds from Trust and you are unable to if you have less in the ledger.
It seems odd that a field can be left blank when…1 vote -
Changes to Tracks not refreshing
When changes are made to tracks. The track that is changed does not update on the listing or contact that, that particular track has already been assigned too.
1 vote -
1 vote
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ability to add a track from the contacts/properties/listings pop out box
It would be great to be able to add a track without having to necessarily click in to the associated file and have the ability to do it from the pop out box.
The fact that you can currently send an email, add note, add reminder, or add email suggest that it shouldn't be to hard to add this feature
1 vote -
I'd like to mass assign tracks to properties and contacts
After I have visited or addressed a bunch of people or properties, I'd like to send followup material & gifts, and put people on a call rotation etc
1 vote -
Tag feature for letters commonly used
Favourites tag for letters commonly used would be helpful rather than trying to remember the name of each letter
1 vote -
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 -
track
It would be great if in Tracks you could add a letter/email template and the system could assign the required action depending on whether or not the contact had an email address.
1 vote -
Pipe line feature
A 30/60/90 day pipe line feature to monitor properties in our database, similar to MDT
1 vote -
New Templates should be REALLY EASSSSSSYYYY to addddd
why isnt it PLAIN AND SIMPLE TO ADD templates under my name to send out now and if I choose more tomorrow or next week or next month ... I GAVE UP
1 vote -
Add Listing Agent to list of Assignees for Tracks and reminders
Would be great to be able to change a task assignee with a track template to listing agent so phone calls for example can be assigned by admin staff as per office policy. Ie when i change a property to a listing and want my to remind my salesman to call the client in a weeks time as part of a set track i should be able to select listing agent rather than have to have a separate track template for each agent or manually edit the track as i would currently be required to do.
1 vote -
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 -
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 -
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 -
Search for contacts without a track on then would be so handy.
this would help identify people that slip through the cracks. its pretty important.
0 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 -
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
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