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!
45 results found
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Reminders Notification
It would be useful to have an alert/notification pop up on the day/s you have any reminder/s due, similar to outlook (a notification pops up to reminder you what needs to be completed). Instead of having to manually go into your reminders it would be helpful for a notification to appear to prompt you to complete all outstanding reminders in Rex.
6 votes -
Is there a way I can create a list of people eg tag them then attach a reminder to call them all rather than just one at a time?
Eg I go through and search a particular group of people, make a list and would then like to add an activity to call them all and set a reminder to do so so that it shows up on my dashboard. It would also help when delegating old data to new employees to call through and clean up.
5 votes -
Add Reminder button within Stream/Stepthrough view.
I personally love the stepthrough for reminders.
What would be fantastic would be once you're in the stepthrough, either at the bottom of the stepthrough underneath where you would tick off the task, or within the Stream tab instead of the Reminders tab, the button to add a Reminder instead of a note so from the one screen you can add a follow up reminder.Currently to do so it's a case of clicking out of the stream and then into the Reminders to then add a reminder and select the date for follow-up.
With the functionality of an "Add…
4 votes -
Reminder
In the reminders when your setting a reminder, it allows you to choose its priority as default, low or Hot.
When HOT is selected on the day that that reminder pops up on the dashboard, i feel it should pop up at the top of the reminders list. At the moment it doesnt pop up at the top its just flagged as HOT...
I like to flag them as its a reminder to follow them up FIRST, but would be helpful if it was at the top of the dashboard list.
4 votes -
Completed date for reminders
When you have a reminder that is part of a track it would be ideal if the completed date was added to the reminder when you tick it off instead of the date that the reminder was set for. Most of the time the reminder date is set ahead as you are just "guessing" a date as it is part of a track that asks for in how many days is the reminder due from adding the track.
4 votes -
Be able to change "default" settings in reminder
We should be able to set the "default" settings for reminders.
Most types of reminders are phone calls than Tasks.
Or it should not be a dropdown option but maybe a tick or select option.Dropdown is time consuming.
3 votes -
Setting reminders default to show all outstanding tasks not just todays tasks
Can we change this default setting to ensure all overdue and current reminders are present in the agent dashboard? It makes no sense to have outstanding reminders hidden as they still need to be actioned and it creates a situation where tasks are getting missed. I can see from the above request search there have been multiple users bring this issue up and the idea has always been rejected. It makes no sense at all to ignore overdue reminders, what is the point of reminders at all if you only see what is due on a given day not what…
3 votes -
Contingent Reminders
A reminder that is contingent upon a certain action taking place. For instance, when I mark a property as sold, I would like to be reminded to contact other properties in my database (in the same suburb) to let them know.
As we know, a lot of the moves we make in real estate are dependant on certain events taking place. Therefore, it would be great if our reminders had this functionality.
3 votes -
change phone reminder's default "note type" to phone call
it would be good if the default "note type" for a phone call reminder was set to default to phone to be able to track the number of calls made.
It currently is set to default note, which doesn't add to the calls tally
3 votes -
Add reminders categories
Being able to sort reminders by priority has been a welcome addition, however it would also be handy to be able to add categories to reminders, to enable grouping a day's reminder tasks into say 'prospecting calls', 'buyer follow up calls', 'vendor calls', etc.
3 votes -
Automatic events 'Triggered' from Dates
REX needs to create some sort of ‘Auto-Alert’ system (separate from a Track) that enables the user to set up automatic events triggered from an event/date.
My previous CRM used to have this and it was AWESOME! You could set up an alert to email you a reminder say 7 days out from the triggered ‘settlement date’ etc. Please see the screen shots attached to give you some ideas as to what one could create “Alerts” on so they didn’t have to take the time to ‘count back’ from dates/events and try to assign some sort of track.Hopefully REX…
3 votes -
Anniversary Track With Number Of Years
Hey guys!
I absolutely love your reminders for anniversaries on sales, but I wondered if you'd be able to add a feature to this where Rex counts what year it is since it was sold? Make life easier. I can never remember if it's been two, three or four years and it gets worse the longer it goes on.
Cheers!
Brent from RealWay Bundaberg.2 votes -
Reminders
When selecting reminders and tasks you have to always select and asignee.
It would be great if it defaulted to the logged in user and you had to select someone else in the office. The greater majority of instances where these cases are being completed I would assume to be user notes to chase up and seldom for others in the office.
2 votes -
add appointments tab on the left side of home screen like the app shows.
there is no where to remind us to tick off appointments like reminders on the desktop.. there is on the app only
1 vote -
Reminders and Alerts to phone
One thing I've found missing from the Pocket Rex app is alerts for any set reminders/appointments.
Eg, When you receive an inbox on Facebook, you get an alert.
( Tone, torch flash and notification panel ).Right now, it seems the only way to be reminded of your appointments and reminders is by having the app open and constantly checking reminder times.
I currently work around this by setting an alarm on my phone for 15 minutes before the appointment so I get reminded of it.Having a message tone, torchlight flash, ect, 10-15 minutes ( obviously would need to…
1 vote -
Alerts for recurring appointments so they can be ticked off as completed
When adding recurring appointments the new appointment is then sets rom the day the previous appointment was ticked off as completed. This then makes it useless if the appointment wasn't ticked off the day it was due. Could there be an alert that comes up when the appointment is due so that if it is completed it can be ticked as completed which will then make the recurring reminder fall as it's supposed to.
1 vote -
An ongoing pop up reminder when you enter a property/client card to remind of an ongoing action
An ongoing pop up when you enter a property/client card to remind of an ongoing action. Ie Email both vendors. / No Inspections on weekend
1 vote -
Making Rex work for 2 agents who have teamed up together.
Hi it would make life so much easier for 2 agents working together as a team if their accounts were merged for billing, reminders and tasks. i have been informed that you are not able to make the 2 agents as one on rex however are you able to make so more than 1 agent can be billed for the same thing and it automatically 50/50 the debt and also that any tasks and or reminders would go to both agents.
1 vote -
Change default reminder defer options
At present, the default reminder defer options, aside from custom date, are quite limiting. I would like to suggest the following default options:
Next day (Tomorrow - currently an option)
Next Week (7 Days time)
Two Weeks
Four Weeks
Eight Weeks
12 Weeks
Custom DateWith the above, I believe these would be more appropriate timescales which would also remove the 'this weekend' and 'next weekend' options which I think are pointless.
1 vote -
Pocket Agenda Update
Show the clients email address
Show the last note left against the client/property
This will help improve the speed in which the sales agents can complete their calls.
1 vote
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