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!

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  1. 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
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    0 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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
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    0 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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…

    3 votes
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    0 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
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    1 comment  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  5. Pocket Agenda Update

    1. Show the clients email address

    2. 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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    0 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add a secondary person to assign a reminder to.

    Add a secondary person to assign a reminder to. This was for PA's they can get the reminder to follow through on the task but the sales agent can get a reminder also to keep in touch with what's happening with their clients.

    38 votes
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    2 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  7. We don't want users completing certain reminders assigned to them

    At the moment a user can complete any reminder that is assigned to them. In most cases this is fine, but in some instances it would be better if they couldn't. An example would be contract dates - at the moment a user can mark a contract as unconditional or settled when we would prefer an admin user to do this. It would be good to have an option for reminders that are assigned to a user, but can't be updated by them.

    40 votes
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    3 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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
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    1 comment  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  9. Automatic birthday sms or emails to our clients

    An option on the system that allows automatic birthday text messages or automatic emails wishing our clients with greetings. This should be a standard with the technology we have in the 21st century.

    1 vote
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    0 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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
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    0 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
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    0 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  12. Upgrade of Reminder and Track System

    We would like to have considered features we had in our previous CRM system that enhance it being more automated with the use of tracks:

    1. Ability to email both contacts from within one client record, so that tracks can include communication by email to both parties (or even outside of tracks general emails etc can be sent to both parties would also be most helpful)
    2. Ability to automatically assign when setting up the track who the correspondence within the track is to go to (i.e. When it’s a Seller letter, having to manually search for and attach the Vendor creates…
    10 votes
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    1 comment  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  13. Mass Action to change due date of reminders

    Creating a feature that allows the change of the due date for reminders in a set of records to be updated in bulk.

    8 votes
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    0 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  14. Bulk Assign reminders to contacts

    It would be extremely helpful to be able to bulk assign new reminders to contacts.

    Eg. I print 100+ letters for each of my reps every week that need a follow-up call the following week. It would be great if I didn’t have to manually add the reminder for each property.

    103 votes
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    12 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  15. Have the ability to search (my contacts) and view all that do not have a current reminder set.

    To have the ability to search (my contacts) and view all that do not have a current reminder set. (missed opportunities). Assist on staff changeover to reset all enquiry ensuring we have follow up calls set.

    11 votes
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    0 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  16. Print detailed Reminder Call List

    Can we print off call sheets (reminder calls from the dashboard) which will have the following:-
    1. Contact details of owner, but not email.
    2. Address of property they own/ or property they may be selling.
    3. If they own an investment property the address of that property aswell.
    4. Last entered note on stream.
    5. Type of property eg, house, semi, unit.

    10 votes
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    4 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  17. Choose the default 'Assign To' with reminders (instead of being 'record owner')

    When setting reminders, the default 'Assigned To' is 'Record Owner'. I would like to be able to choose who I have as the default. Personally, I would prefer the default to be me instead. Almost every reminder I set is on my own contacts which means I never change the assigned to selection. However, every so often I assign a task on contacts that belong to property managers when they ask me to do sales tasks and its so easy to accidentally assign it to the record owner in the rush to get tasks done.

    23 votes
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    5 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →

    Hi all,

    This default is in place to deal with scenario’s where members of admin staff, pa’s and other staff members are scheduling reminders on behalf of record owners. It also helps to ensure that when record’s change ownership, so to does the responsibility of executing on the tasks themselves.

    Happy to hear thoughts on how you think us updating the default to run off “yourself” would reconcile with the existing use cases and / or any alternative way’s of dealing with this you might have in mind.

  18. Reminders to have a "Due Time" option

    In addition to reminders having a due date, it would be helpful if they could also have a "due time" associated with them, so on the day the reminder is due, at the scheduled time, some kind of notification is made to the user (pop up window, Facebook-style notification at top of screen or something similar), so that they know they have to do that reminder.

    This is different to an appointment, as there is no "end" time for the reminder - it's just a task that needs to be completed at a particular time.

    This is useful, for example,…

    23 votes
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    1 comment  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to complete mass reminders or notes on selected records

    Currently if you are placing reminders for follow up calls or visits you have to enter every one singularly even if they are in a group.

    Would be great if you can place mass reminders or stream feeds to save time.

    24 votes
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    3 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  20. Bulk re-assignment for Reminders within Tracks

    When there is a specific person against a number of reminders in numerous tracks, it would be a good feature to be able to bulk re-assign that person to another person. I know this feature is against reminders in general, but it doesn't work for people listed within the track templates.

    15 votes
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    1 comment  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
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