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!

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  1. I'd like to mass assign tracks to properties and contacts

    After I have visited or addressed a bunch of people or properties, I'd like to send followup material & gifts, and put people on a call rotation etc

    1 vote
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  2. Pausing Agendas/Tracks/Reminders When on Annual Leave

    Hi there,

    I think it would be a great idea to be able to pause agents tracks/reminders when they are on annual leave, so you can pop in a start date to pause and then an end date that it will unpause.

    For example if they have a reminder to contact a Vendor in two days but they go on leave for a week the next day that that reminder will not pop up until they return from leave and appear two days after they have returned.

    I find the agent's arent overly great at going on leave and then…

    3 votes
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add merges into email subject line for templates

    It would be good if we could add merges (such as property address) into the subject line for email templates.

    3 votes
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  4. Select contacts associated to specific tracks and be able to edit or update to new versions of that track

    Have the ability to update contacts within a certain track with new versions or alternative options of a track.

    3 votes
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    1 comment  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  5. Pocket - Add tracks to properties, then link the contact

    In pocket we cannot add a track to a property, then link the contact.

    I have to go to a web browser to add a track this way

    12 votes
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  6. track

    It would be great if in Tracks you could add a letter/email template and the system could assign the required action depending on whether or not the contact had an email address.

    1 vote
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  7. Tracks

    Adding Target Contact to SMS reminder
    When setting up an SMS reminder in Tracks, it would be useful if I could target a contact in the Track when it is that same person I would be sending the SMS to each time, eg my photographer.

    3 votes
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  8. Pipe line feature

    A 30/60/90 day pipe line feature to monitor properties in our database, similar to MDT

    1 vote
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  9. New Templates should be REALLY EASSSSSSYYYY to addddd

    why isnt it PLAIN AND SIMPLE TO ADD templates under my name to send out now and if I choose more tomorrow or next week or next month ... I GAVE UP

    1 vote
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  10. Search for contacts without a track on then would be so handy.

    this would help identify people that slip through the cracks. its pretty important.

    1 vote
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add Listing Agent to list of Assignees for Tracks and reminders

    Would be great to be able to change a task assignee with a track template to listing agent so phone calls for example can be assigned by admin staff as per office policy. Ie when i change a property to a listing and want my to remind my salesman to call the client in a weeks time as part of a set track i should be able to select listing agent rather than have to have a separate track template for each agent or manually edit the track as i would currently be required to do.

    1 vote
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  12. Filter Contacts by Certain Track or Lack or a Track)

    I think its important to be able to find all contact without an up and coming reminder or track associated to them. This way you can make sure people don't slip through the cracks

    4 votes
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  13. Tracks- items set in the track to activate x days from last completed task(like daisy chan)better workflow

    instead of having your whole track start from the start date and roll out from there. it would be far better to have each activity set in the track to be launched (x amount of days from last completed task) this will give you way better workflow and stop any overlapping or huge pile up of things if you need to go away or stop work for a certain period of time.

    Would help with way better workflow and stop the need to defer tracks and any overwhelm that you might be activating things out of sequence if you need…

    4 votes
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    1 comment  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  14. Adding Tracks to Tags

    Adding Tracks to Tags. Would be very convenient if Joe came into our database today and once we tagged Joe as a "buyer" tomorrow that a pre-set track would start a contact plan or whatever so that we are reminded to call Joe 10 days later, 20 days later and so on. Similarly if we tagged Jane as a "potential seller" that an automated track of tasks would start to streamline the process.

    2 votes
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  15. Track integration to iCal

    Allowing tracks to push the events into the Rex iCal would be helpful

    3 votes
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  16. Individualised tracks, sms and email templates

    My work flow involves sending many emails and sms's from my crm. I would like to see the ability for each agent to add templates for their own use (not system wide which would confuse others). I have personalised emails, sms and tracks which I set up and therefore don't have to copy and paste from elsewhere, the ability to add form fields to auto-populate certain information is a real time saver.

    1 vote
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  17. Track identification

    When going in to reminders we see the track at the top. When you enter this area where you can delete or reschedule the track, it does not identify which client or vendor the track is associated with. When added several tracks for different purchasers I cannot identify which track is which.

    1 vote
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  18. Link VPA spreadsheet with a merged letter

    Ability to attach a spreadsheet (or fields from a spreadsheet) to a merged letter.
    That way we could send a cover letter for VPA payment along with the VPA costs, all in one go.

    1 vote
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  19. Contract summary sheet - buyer details

    At the moment the summary sheet doesnt merge the buyers phone number or email across. It only merges the sellers. It would be great if a merge field for the buyer phone number and email could be created.

    0 votes
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  20. Bulk Merge - Pocket

    An an option to edit my email templates and add attachments prior/during a bulk merge (ie step 1 customize) - for example after an open inspection to add for sale price / answer common questions in my template.

    To edit, contact by contact as in step 2, is probably overkill, regardless both features seem to be missing in pocket and can send raw templates only.

    It would be handy not to have to wait until being on the desktop version to do this task the usual way.

    1 vote
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