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!
45 results found
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Email Template in Brand Accounts - Sender
We had the below situation occur where a team member sent an email out of a Brand Account, and it ended up with no signature or name being listed. Looks unprofessional (and spam)..
We are hoping REX to build in a feature that if the FROM isn’t selected from the recipients drop down box – then it produces “ERROR/incorrect value” message in red. The same way, that happens when you try to pay out funds from Trust and you are unable to if you have less in the ledger.
It seems odd that a field can be left blank when…1 vote -
Tracks - Schedule track items for a specific weekday.
We have recurring track items that we do on specific days of the week -- for example, an email sent every Monday.
At the moment, I reassign this item to the next coming Monday after I set the track, and then the reminder recurs every 7 days.
It would be a handy timesaving feature for Rex to include this functionality along with the due date options. For example, instead of setting a specific date as the due date, setting "Monday" as the due date, with the option to recur.
Then when applying a common track to a new listing, I…
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 -
Separate User Templates
In our open office environment we have access to each others templates. It would work better for us all if we only had access to our own templates. It would prevent overwriting the templates that we have specifically set for a particular task.
3 votes -
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 -
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 -
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 -
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 -
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
9 votes -
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 -
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 -
Pipe line feature
A 30/60/90 day pipe line feature to monitor properties in our database, similar to MDT
1 vote -
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 -
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 -
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…
3 votes -
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 -
Track integration to iCal
Allowing tracks to push the events into the Rex iCal would be helpful
4 votes -
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.
4 votes -
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 -
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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