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!
1305 results found
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Forwarding Previously Sent Emails
Once an email has been sent through Rex and is showing in the client stream, it would be great to be able to have an option to forward that original email (with attachments) rather than starting a brand new email if we need to resend that same information to the client.
129 votes -
Add comment to Announcements
It would be great to have other users within the office be able to comment (a bit like a facebook post) on an announcement.
52 votes -
Ability to add custom unsubscribe reasons
It would be good to be able to customise the list of unsubscribe reasons so that we can add in reasons that are more specific to our company, currently the list is quite limited.
6 votes -
Sales Advices in Word Document
Having the option for the sales advice to be in a word document as well as PDF!
This way we can edit out the commission tab (as this doesn't go to the purchasers solicitor)18 votesHi all, if you’re just wanting to include / exclude commission details, you may want to shift your votes to this item (it’s a lot more likely to go through with our developers than a word document based templates) – https://rexsoftware.uservoice.com/forums/170987-feature-requests/suggestions/8058885-sales-advice-remove-commission
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Calendar - automatic dates pulled from contract - Finance Due, Settlement
We would like it if when you enter the Sales Advice Form, it automatically uploads the dates for Deposit due, Finance and Settlement in the Listing/Selling reps calendars entered on the form. Would save a lot of extra work setting up reminders.
46 votes -
Ability to specify a record owner when adding a property/contact/company
It would be great to be able to choose the record owner that a record is assigned to when it's being added to the system, instead of it automatically being owned by the logged in user. eg. just after you've clicked on the '+' button and you're entering the contact name, phone number and email address. In our office a lot of our records are added in by our admin staff and they're having to either reassign them manually as they go - or wait until the end of the day and do it as a mass action. This would…
24 votes -
Newsletter Merge - For Agents name/details
As we have mailing lists with different agents clients on it, we need to be able to use merge fields so that when newsletters are sent they are agent specific
0 votes -
Under Offer or Under Contract banner on newsletters
Hi team
Just wanted to put this out there and I'd love some feedback from the developers. Can we get a "under offer" or "under contract" banner for the newsletters. We only have a sold. Seems like a standard thing that is missing. Every major internet portal has it, I think the newsletters should too.
Yes there is "under contract" banner internally for the users of rex in the office to see, but can you make it an option.Cheers
Harley, Perth9 votes -
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 -
Mass Action Dropbox
Would love to have the ability to add a mass action function for filing emails in the Dropbox. Eg selecting multiple emails to delete in one action.
Thanks in advance.
5 votes -
STOCKLIST - More space required for notes in Internal Stocklists
A character allowance is required in the notes section of the Internal Stock List. There is currently not enough space on the internal stock list to input all the info we require.
35 votes -
Bulk OFI upload
Hello,
Each Monday we upload our OFI for all our listings for the coming Saturday/Sunday. Some weeks there can be over 20 opens and it would make it easier if there was a feature where you can bulk upload OFI times.
Is this a feature that you are working or that we can request.
Thank you
17 votes -
Leads step-through - a prompt for tags?
When using the leads stepthrough, there is is no prompt for the adding of tags. This means we have to go back into the contact after we're done with the stepthrough and then add tags. Having 'add a tag' as a step in the process would streamline things and help us manage our clients more effectively.
8 votes -
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 votesHi 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.
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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 -
Allowing Salespeople to Access and Add a Limited Number of Tracks
It makes sense that only admin/support has permission to add a track to a 'Contact' or a 'Property' as the range of tracks created can be numerous and quite specific. Control is important.
However, there are instances where sales people should be able to add a track themselves, such as attaching a repeat follow-up track to a contact or property after an initial follow-up track has been completed.
It would be useful to create permissions that allow salespeople to access a limited set of predetermined tracks and attach them as they see fit.
2 votes -
Default for buyers requirements email & sms
the buyer match regarding notifying them via email or sms could be set at a default. I am finding that i am spending alot of time clicking match and then having to turn on notifications etc by time frame day expiry etc...
7 votes -
Newsletter reporting
When looking at the sent newsletter report.
And looking at who has clicked a link, we need to know what property address they have viewed rather than the property ID.2 votes -
The ability to enter commission & referal fee details at time of listing
When entering the details from the form 6 it would be beneficial to be able to enter commission details along with any referral fees for example when the listing is generated from a leads generating company. Instead of waiting for a contract to be accepted.
2 votes -
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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