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!
1340 results found
-
Add User Groups to Restricted Access on Custom Tabs
Enable restricted access to be set to user groups, not just specific users within the custom tabs. Not having this ability means that every time I have a new user, I have to work through every restricted custom tab to enable their access individually rather than setting them to a user group which then facilitates this access based on their profile. Seems to be a relatively simple addition with relatively large increases in usability. Thanks Guys!!
3 votes -
Rex to add trigger "Find Lead" to Zapier
This is to create an SMS reminder to an agent when no action yet from the lead within 7 days from the date it was received. In this case, we could able to know what the lead status is by means of automatic reminder by Zapier.
4 votes -
OAB link improvement that sends notifications when a listing is withdrawn or sold
For anybody who uses the OAB feature, it would be extremely valuable to get a notification through REX when a listing has been marked as withdrawn or sold in CoreLogic.
1 vote -
Unassigned Leads Into REX
the ideal scenario would be for leads to come in unassigned with unassigned record owners. Leads from contacts which already exist within the CRM, who enquire again, should automatically assign to the existing record owner.
That way we no longer need to manually reassign record ownerships to sales consultants after leads come in. This will save so much time for offices who dont rely on consultants to aquire their own leads in the sense that someone will not need to manually assign both leads and contact ownerships to their users
3 votes -
Aircall and Rex Integration
Would be great if Aircall could integrate with Rex and have leads from Aircall put into Rex directly!
6 votes -
Link contact and property profiles to a document to avoid double handling/saving under both profiles
to have a function which links a document between a contact profile and a property profile?
This would avoid us double handling a document saved to both.At the moment we can link reminders, tasks and notes, but having a link for documents would be really beneficial.
1 vote -
Is it possible
Could you add the ability to upload photos onto Pocket?
Can we have a QR code that will take the potential buyers details from Private viewings - the QR code at the moment only takes details for those who attend open homes not private viewings.
1 vote -
Make "feedback type" customisable
To make the "feedback type" a customisable list, the ones that are not used can disappear, or other types can be included, such as canvassing.
3 votes -
Documents in pocket!
I would really love to be able to add documents from the pocket app.
4 votes -
The days reminders sent direct to the user in a summary email at the start of the day
Every day, an email could be sent direct to the user of the day's new reminders - in a format like a spreadsheet, with the tasks needed to be follow up including a description of the reminder in the email. The email could come through early in the morning and provide a snapshot on the most important reminders to work through for the day (before opening rex or pocket).
This setting should be available to induvial users as an "on/off" setting.6 votes -
Portal Upload Fail Notification
We tend to have an issue where there is an upload fail to Domain portals - typically once the status has been changed.
The only notification is on the listing itself which tends to get missed unless you physically check each time.
Is there a way to get a notifications pop up in an area like reminders so we can amend the listing to feed to the portal?
6 votes -
Partial settlement feature
Currently, there is no way of recording partial settlements which is a frequent requirement in commercial real estate transactions.
Also, we need various reports to have properties/listings categorised into Commercial and Industrial and further sub-categorised into Sales and Leasing. Any chance these are on the cards and can be expected to materialise soon?
Thanks
1 vote -
open home feedback
Bring across the new Leads popup (with "Send Email', 'Book Appointment', 'Send SMS; etc options) to the open home buyer feedback process (upon clicking the 'edit' link in open home feedback dropdown menu), with an extra column to the left with open home attendees names, and instead of the internet portal enquiry to the right, have the buyer feedback text box.
1 vote -
Trust Account Auditor Access
Create temporary access for auditors of trust accounts, without the need to purchase a new licence or give out active users login details
7 votes -
Individual Agent Buyer Match Landing Page For New & Existing Contacts
Give prospects the opportunity to add themselves with an active buyer match to our CRM.
Each agent/ account holder in our office account can generate a URL code that they can add to newsletter broadcasts, by having the URL we can create QR codes for print marketing and open homes.
Essentially, whatever way we get prospects to scan or click the link. They end up on our individual URL/ landing page which has my unique indentifier, they can add themselves as a contact first if required. They can then input their own buying requirements into our system ensuring it is…
31 votesJamie, thanks for taking the time to share this feedback. Enhancing the buyer experience is definitely on our radar and we really appreciate the great way in which you’ve summarised the problems you’re looking to solve.
-
Create a Submission Form for Buyer Match Profile for buyer to fill out
Be able to send a link to an online form that the buyer completes with their general property requirements that then auto creates a Buyer Match Profile in Rex.
3 votes -
Contact warning alert
It would be awesome if there was some kind of warning pop up in pockets for contacts that are potentially volatile.
Eg we have a 'buyer' that has been texting abusive things to an agent, if there was an alert to other agents that popped up so they can see right away that this person might be an issue and act accordingly.1 vote -
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 -
When a track is updated, updated already assigned tracks with updated tasks
It would be really helpful, as we expand our business & ideas that when we update a track in the Admin section, it reflects on tracks that have already been assigned instead of manually going through each property to delete & re-enter a track to get the updated tasks required.
18 votes -
adding an email that is not in as a contact
When sending an email, can we manually add an email, that is not in as a contact.
2 votes
- Don't see your idea?