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!
1428 results found
-
Show booking date and product cost on VPA invoices
It would be beneficial for the vendors to see on their invoice, the date the service was provided and the actual costs of the service. At present we are producing a marketing schedule to send out with the invoice. The only additional information this is giving the vendor is the date and creating additional work inhouse to produce!! It would also be of value to include the cost amount of each product so that vendors can see there actual savings.
6 votes -
Linking the Lead to the Listing via Stepthrough
When you do a step through from the leads section and you want to email a contact, it should link the lead to the listing automatically so you don't have to enter the address, then the subject heading, then the email body. The less an agent has to enter the easier it is to get them to use it :)
6 votes -
View Documents without having to Download
It would be great if there was a document viewer built into Rex. Most of the time, all we need to do is check a detail on a document and to be able to do that at the moment it fills up a downloads folder on your computer.
6 votes -
Automated email campaigns with event triggers & mailing list segments OR more integrations with 3rd party APIs
I'd love the ability to build a campaign that sends set emails at certain steps throughout a campaign. The ability to have triggers is also a must - Eg. the person gets an email clicks a link but doesn't convert would trigger an action that sends them another email to put them through a different marketing funnel.
If this isn't easy to build into the current system, 3rd party API support would be amazing. App support I'd love to see and personally use: ActiveCampaign, Zapier & Facebook Lead Ads
Mailchimp/Mandrill has also been requested by another user and would be…
83 votes -
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.
…
4 votes -
Save on each individual feedback in OFIs
I have just lost all of my feedback for 24 contacts, resulting in a lot of extra and unnecessary work. Currently, when you add individual feedback for a contact that came to one of your OFIs, it does not save once you have clicked "done". Instead, it saves as a group only once you have clicked "save" after every entry has been added. This poses a huge risk when it comes to connection loss, computer crashes or even simply closing the browser window by accident. It would be much smarter and safer to save these entries after each one has…
16 votes -
Ability to assign leads to an agent at the listing level
Could we please have the ability to choose which agent receives the leads from the listing page?
Currently we like the 2nd agent to process the leads for most listings but are having to manually reassign leads and change contact ownership as the leads come in.
At times this can be very inefficient if the 1st agent is not sitting at the computer to do this straight away as the leads come in.
The second agent role is not always a PA designated to an individual agent or part of a consistent sales team within the company so having a…
3 votes -
Search for keywords within the Marketing tab
It would be ideal to be able to search for keywords or phrases used in the Marketing tab of properties to bring up a list of properties that have used that. Example: Searching 'renovate' and all properties that have the word renovate within their marketing text are now in a list form that you can choose from.
This would assist greatly with writing future marketing text, or being able to provide a list to buyers who have a specific need.
6 votes -
Filter contracts by address
Need to be able to filter contacts by address, even if its any word in the address field of the contact details. Understand you can filter by associated property, but with a database merged from another CRM, this is not possible. The basic functionality to target contacts in your patch or a street has been lost.
6 votes -
There should be 2 options for Sales Advices to solicitors, 1 with commission and 1 without. Also solicitor references should be available s.
There should be 2 options for Sales Advices to solicitors, 1 with commission and 1 without ie. vendors solicitor and purchasers. Also personal solicitor references should be available so it can be addressed to an individual and not just the company.eg. Andrew Thomas, Thomas & Co solicitors blah blah
8 votes -
Print off notes that are added to a company/property/contact
I would like to see if there is a print option where someone puts a note in and we can automatically print that note which then we can keep a hard copy in a file instead of having to remember wherethe last note/phone call was made & for what company and what property.
It would be a great option to have and will work very good.
26 votes -
Automatically add Leads to one or more Newsletters
It would be great for auto-parsed leads to be assigned to one or more newsletters automatically. It is a small job, but one that would complete our data entry loop nicely.
Perhaps specific newsletters could be assigned dependent on the source of the lead, which is beyond our scope at present but could be utilised in the future as well.
4 votes -
Forecast list for upcoming listings
On the property page it would be great if there was a simple drop down box with months and years to put the property on a listing forecast list. eg. Oct 2017. The ability to easily pull this list would be great as well. Currently I use an excel spread sheet and it is a hassle maintaining it.
6 votes -
Colour Code Current Listings to differentiate it from the Property page.
It is easy to add data to a property page instead of a current listing page. If current listings were a different colour this wouldn't happen.
2 votes -
Have a 'today' button on the date calendar for 'listed date'
When a listing is duplicated to be re-advertised, currently you have to click through the months from whatever date it was last listed, in some cases this might be a couple of years. It's not a huge bother but a simple button to bring the dates up to current would be ideal.
13 votes -
better format stocklist with bigger photos
better format stocklist with bigger photos, especially for printing as A5 booklets
7 votes -
Field box for Contract Requests
Create a checkbox or field that can be selected to show when contracts are requested by/issued to an interested buyer, under the feedback enquiry section.
30 votes -
Include 'Owners' & 'Tenants' column in property view
Add 'owner' & 'tenant' column to 'View Properties' page.
Do this via the top right hand side drop down menu and include both and 'owner' & 'tenant' giving each a separate check box in the drop down menu. Menu shown in attached image.This is beneficial to prospecting.
96 votes -
Report showing when contract statuses are due & 10 days for holding deposit
I know you can set reminders for when contracts statuses are due, but it would be good to be able to print a report for ALL CURRENT CONTRACTS, regardless of if only accepted, or unconditional, that shows when the next status is due. And also to include if deposit has been paid or not, and if paid, when the 10 working days for holding it is due.
14 votes -
enter address feedback
Having the option to add a contacts address when entering a new contact via feedback.
4 votes
- Don't see your idea?