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Feature Requests

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Let us know what you really want out of the system you use in your businesses every day!

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Current Feature Request List

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21 results found

  1. Contact Filter: Filter contacts by reminders option

    I am finding that a lot of contacts are being lost because the next reminder has not been set. It would be very useful to have a filter that shows which contacts don't have a pending reminder so you can ensure that no contacts have been missed.

    3 votes
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  2. Shortcut to Agents Past Open Homes Via Pocket

    It would be great if agents could quickly access their past Open Homes via pocket through a quick and speedy shortcut

    3 votes
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  3. interest level

    only need 1 "interest level" section, being under contact's name.... no need for "interest level" in feedback.... that's confusing and doubles up.... also needs to have option to go back to neutral, currently once you make them cold, warm or hot, they must be 1 of them from now on

    2 votes
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  4. Advanced Filter- Listing includes Video Link or Floorplan

    An advanced Filter option to allow filtering to listings which do or don't have video links, or those listings which do or don't have floor plans- It would allow for systematic population of these areas or ability to pull out the best looking listings for presentation.

    1 vote
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  5. Make data filtering more accessible in Rex's contact and listing record screens to avoid having to export to CSV and sort.

    Currently can't filter all search result columns and it would be great to add certain data fields to the columns for more specific sorting:

    • Allow sorting on all current columns – ID, Contract Status, Listing Agents, Owned By, Created By, Modified By currently unable to sort results by these columns

    • Multiple levels of column sorting – Eg. Sort by Creation Date as the primary sort then further sort by Listings Agent allowing for easier bulk actions. I can’t remember the web app I’ve used but a column sort, then a control-click on the secondary column would sort the…

    16 votes
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  6. Export contact details to PDF file

    Could you please look at creating this option please?
    When you choose feedback tab and all the people who came through the property (view list of contacts attached to feedback) - when you click all the contacts I would like to see the option of creating PDF file on this. If so it would be so easier to keep on track on people instead of exporting on Excel file.

    Hope we can see some improvement on this.

    1 vote
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  7. Limitation of a new tag to super admin only

    We regularly use the tag function to separate land estate stages & purchasers to prospects. We have one project where an external agent is used and they seem to create endless amounts of new tags. The external agent has "Agent: Hybrid Office" privileges however perhaps creation of a new tag should be limited to "Super Admin"

    4 votes
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  8. Filter Contacts that are Linked to a Listing

    It would be great to have the capability to filer contacts that are linked to a listing.

    Currently you can only filter contacts if you have entered their feedback on a listing. However, some people enquire on a listing but don't necessarily view the property or give feedback.

    It would be great to have this filter option so that I can let all buyer's know that have enquired on the property of the sold result, even though they haven't given feedback.

    Thanks.

    5 votes
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  9. Confidential sale price

    Hide sale price on Dashboard stream for confidential sales (raised with REX on 22/07/16). – tick box required or marketing override for ‘hide sold price’ to include Dashboard stream.

    20 votes
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  10. Abilty to Data Export 'Match Profile' information from Contacts

    The ability to export the Match Profile information from the Contact record view - to have it as a selection on the Data Export. This would be invaluable in creating reports for match profile trends.

    12 votes
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  11. Filter appraisals in Pocket between hot/warm/cold

    To be able to filter your appraisals in Pocket between hot/warm/cold

    29 votes
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  12. Filter Automatic Update between ID & Date range

    Quick Filter of Automatic Updates

    I there was a quick way to go:

    Filter

    My contacts

    Anyone that received an automatic update (re new property or price change etc)

    Between certain dates

    then this would create a great list to prospect and cleanse and refine buyer match.

    To be able to do the same thing, you will need to look at every new release or price change from any agent and manually go in to find just that one group.

    1 vote
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  13. Filter for "unconditional" Contract Status

    Currently REX is able to filter all Contract Status areas, except the "unconditional" status. It would be most helpful to be able to filter the list of current "unconditional" status Contracts along with all the other ones currently available.

    3 votes
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  14. Related Properties option when exporting contacts list

    It would be nice to have the option - when exporting a contact list - to include Related Properties information.

    This option is available when exporting form the Properties list (It will display up to 3 related contacts).

    9 votes
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  15. Open home filter / export to excel option

    OPEN FOR INSPECTION / OFI FILTERING OPTIONS: Ability to use filter option in "Listings" to generate current Home Open/OFI lists to export to Excel.

    If we could have a filter option that allows you to search "Listing Event - Home Open Date" (already there) but with option to say "after" today (currently you can only put a date in the after field....so you can't save the filter, and include the option in the "export" to have the Date, Start and End Time, so that a list of home opens can be generated.

    This would allow filtering by all options (Agent,…

    21 votes
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  16. Create a Lease expiry field linked to a contact and property

    Have the ability to add a lease expiry date to a contact, which is then linked to a property.
    The purpose is to contact a tenant and a vendor in advance of the expiry date to see if any assistance is required.
    Being able to filter the 'forthcoming' expiry dates gives the agent a list to follow-up for say 6 months from expiry from that particular month.

    4 votes
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  17. sort listings after status: current - sold - settled

    Have the ability to see the status of listings by adding an extra list into 'listings':
    For Sale (shows all of your agency's listings for sale)
    Sold (shows all listings that are sold but not settled)
    Settled (shows all settled listings)
    - it's easier to track upcoming settlements
    - you could also connect the settlement date automatically to be a calendar entry
    - you are aware of outstanding commissions/advertising costs

    12 votes
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    3 comments  ·  Filters / Exports  ·  Admin →
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    AdminRex Software (Support, Rex Software) responded

    Hi Lena (and others who have voted on this suggestion),

    Thanks for taking the time to log this. We’ve reviewed your suggestion and the associated comments and we’re a bit confused. It could be that your suggestion is asking for a few different things, or something is just going over our heads, we’re unsure.

    Would you mind providing some more examples or some screenshots of what you mean to clarify for us and any other users that might be interested in this feature?

    Thanks in advance!

  18. Separate information within current excel exported columns

    It would be great to sort by surname or street name then export the list to excel to assist our agents in defining targets for listings. This would require separating the first name from the surname in the current exported field, and the number from the street name in the current exported address field.

    1 vote
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  19. Step-through for filtered lists

    It would be really useful to be able to generate a filtered list, then apply a step through type overlay to work through the individual records of the list. This will make it so much easier to generate call lists and work through them directly from REX, and then update individual records one by one.

    44 votes
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    4 comments  ·  Filters / Exports  ·  Admin →
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  20. Saved Export Filters

    It would be great to have saved export filters so that regularly used export filters can easily be used. Once set up, it would make it easier for less competent users to take advantage of the export feature

    2 votes
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