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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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 -
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 -
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 -
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 -
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 -
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 -
Default Font for Templates and Merges
We would love to see a set and forget type option where you set up a default font for merges across the entire account. This would stop a lot of different font types in emails and letters.
18 votes -
Ability to add image to letter
It would be great to have the ability to add an image directly to a letter merge template rather than having to create a template as an email, copy the template and pasting into the letter template.
29 votes -
Reports - Find Contacts and properties with no active Tracks
To have a report that would search through all contacts and property that has no assigned or current active tracks
17 votes -
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 -
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 -
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 -
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 -
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
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