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 :)

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  1. Ability to GROUP or ORDER Email/SMS templates

    It can be time consuming when trying to merge a simple Email or SMS from REX to a contact. With Projects, we tend to have multiple templates for different purposes.

    I believe it would increase the work flow in your workplace to be able to Group email templates within a folder, or even Order the templates to your use. (There may be some you use more than others) This will reduce the time scrolling through the merge template to find the right one, where I am certain the idea of grouping will allow users to be able specifically pin point…

    3 votes
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  2. Brochure Merges

    Would be really helpful if we had the ability to add a brochure template as a reminder in a track so that similar to a letter merge in a track if the template is attached when can automatically preview & generate the brochure needed when completing the reminder in the dashboard rather than having to go into the listing. for example QR codes. We have this as a task in our listing track to Generate the QR code for the agent, it would be much more efficient if we could have the template there ready to go so it would…

    3 votes
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  3. Letter attachments

    It would be really cool if we were able to attach a pdf, so that when you merge mass letters, the PDF was attached as a second page to each letter ready to be printed double sided.

    I know we can add a page break then code an image but getting the sizing etc right is really hard (especially if we want to do this for dozens of letters and change the second page every month).

    Thanks

    3 votes
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  4. Drag and Move Email/Letter Merge Positions

    To be able to drag and move the templates into different positions.

    6 votes
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  5. OFI End Time | Merge Event Details

    It would be great if we could have both the start and end time merge into the upcoming OFI's merge field, as we do vary our time frames of open homes.

    6 votes
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  6. Make Property Attributes and Property Area an email-able merge field

    Currently property attributes e.g. bedroom 1, 2 etc are only able to be merged with brochures. It'd be great if they could be merged with emails also as we are trying to integrate using zapier email parser to API info out of Rex.

    (Even better if Zapier could just work with Rex!)

    3 votes
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  7. Related property Drop Down when sending an email from a contact file

    When merging an email from a contact file, I can attach a related property but unlike in reminders and notes where I can select related properties from a drop down list, I have to find the property manually. Can the drop down feature be added to the email merge function?

    3 votes
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  8. Vendor name and contact merge field

    There are merge fields available for Purchaser details including name, address, phone, email etc. The same merge fields do not exist for a Vendor. Could we have the same merge fields available for Purchasers for Vendors please?

    3 votes
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  9. Letter Merges

    Do not contact, when we mark a property or person as Do not contact, can it please not include the property in a letter merge. Also, when certain people sell properties, they should not be included in the letter merge under the property when they are tagged as "past owner"

    1 vote
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  10. List of merge fields

    The template system in Rex is brilliant. Its all about efficiencies.
    However when I create a template, when selecting a merge field, it's usually a guess as to which field to select. Sometimes logic prevails sometimes not. There is such a huge number of options. Scrolling through, looking for what it might be is a bit of a mission on its own.
    It would be very helpful if there was a published list of the field names and their definition.
    Or better still, if the field name pops up when hover over it. I'm meaning in the front end where…

    4 votes
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  11. More Listing Merge fields available for Email Templates

    All listing fields be available as mege fields for email and SMS templates, so you can populate property info, rates, body corp fees, open times etc into a template

    18 votes
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  12. Insert Merge Tag for sales person headshot

    Along with having the contextual Merge tags for letters & emails (eg contact details etc) it would be great if there was the option to also add one that inserts the sales persons headshot. Obviously the sales persons headshot is already uploaded into Rex, so its stored online.

    4 votes
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  13. Abililty to embed Fields in subject line of email template

    Zoho have a great feature that lets you embed you fields (system & custom) into the subject line of your template emails.

    Example Subject Lines

    "CONTACT NAME, here is the file i spoke about"

    "Open Home confirmation for PROPERTY NAME"

    "Thank-you for your enquiry about PROPERTY NAME"

    1 vote
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  14. Reprint letters/resend emails that have already been sent

    At the moment if you want to resend or reprint a letter/email merge you've already sent you have to recreate it. It would be good if there was a print duplicate or resend button to make the process less manual.

    33 votes
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  15. Store price history so Old Price and New Price can be shown on emails

    Capture old price so that it can be merged into emails. This is important for price update emails so that we can include the old price and new price.

    10 votes
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  16. Date examples next to merge selections

    To make the process a little quicker, could we have an example next to each merge field selection when trying to create a new template. Or have selections where it shows the whole date?

    3 votes
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  17. 1 vote
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  18. Merge 'regarding' listing data into contact module share a listing sms feature

    Hi there.

    I want there to be more merge tags added in the contact module for SMS templates for sharing a listing. Like some of the merge tags that are in the property module, but of course the property module doesn't show up when sharing a listing. When sharing a listing from the pocket app by SMS you can select the 'regarding' property of the listing that you are sharing. I want to be able to implement a merge tag for 1) the regarding property listing's address, and 2) the marketable sharing e-brochure link for that regarding property listing, also.

    1 vote
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  19. Marketing Credit usage when sending SMS merge to Contact

    When sending a bulk SMS you can see how many SMS your campaign will cost. But when you send an SMS from a record, there is no indication of credits used.

    1 vote
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  20. Settlement Statement Merge Field

    The ability to customise the {{settlementstatementtable}} merge field would be great.
    If we could have all the fields as individual entries, clients would be able to customise settlement statement letters to suit their office. Currently the fields in the {{settlementstatementtable} are not available individually.

    17 votes
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