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!
42 results found
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Change default reminder defer options
At present, the default reminder defer options, aside from custom date, are quite limiting. I would like to suggest the following default options:
Next day (Tomorrow - currently an option)
Next Week (7 Days time)
Two Weeks
Four Weeks
Eight Weeks
12 Weeks
Custom DateWith the above, I believe these would be more appropriate timescales which would also remove the 'this weekend' and 'next weekend' options which I think are pointless.
1 vote -
Daily email for reminders for overdue tasks/scheduled sends for that day
It would be great if an email could be sent every morning to the allocated user containing all of their individual overdue reminders/tasks/tracks. The email would ideally also include an overview of any scheduled sends for that day.
1 vote -
Completed reminders/track item to show on stream as added by assignee
If a reminder or track is assigned by one person to another, when the assignee ticks it off the entry on the stream should be "added by ASSIGNEE"? ie the person who actually completed the task. It currently reads as if the person who added the reminder/task did it.
1 vote -
Reminders to automatically default to the person entering the reminder instead of record owner
Reminders to automatically default to the person entering the reminder instead of record owner
16 votes -
Be able to change "default" settings in reminder
We should be able to set the "default" settings for reminders.
Most types of reminders are phone calls than Tasks.
Or it should not be a dropdown option but maybe a tick or select option.Dropdown is time consuming.
3 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 -
Reminders Notification
It would be useful to have an alert/notification pop up on the day/s you have any reminder/s due, similar to outlook (a notification pops up to reminder you what needs to be completed). Instead of having to manually go into your reminders it would be helpful for a notification to appear to prompt you to complete all outstanding reminders in Rex.
6 votes -
Reminder description
It would be helpful if we can increase the amount of characters allowed in the description of a reminder.
1 vote -
Anniversary Track With Number Of Years
Hey guys!
I absolutely love your reminders for anniversaries on sales, but I wondered if you'd be able to add a feature to this where Rex counts what year it is since it was sold? Make life easier. I can never remember if it's been two, three or four years and it gets worse the longer it goes on.
Cheers!
Brent from RealWay Bundaberg.2 votes -
Reminder
In the reminders when your setting a reminder, it allows you to choose its priority as default, low or Hot.
When HOT is selected on the day that that reminder pops up on the dashboard, i feel it should pop up at the top of the reminders list. At the moment it doesnt pop up at the top its just flagged as HOT...
I like to flag them as its a reminder to follow them up FIRST, but would be helpful if it was at the top of the dashboard list.
4 votes -
I would like to be able to sort rex contacts to show me all contacts that dont have a reminder set to ensure no contacts are sitting idle
I would like to be able to sort rex contacts to show me all contacts that dont have a reminder set to ensure no contacts are sitting idle within my database
36 votes -
Completing reminders inside a contact record
When completing a reminder inside a contact record - would be great if it popped up and asked if you would like to leave a note as it does when you complete them from reminders area. just think this would be great workflow.
0 votes -
Alerts for recurring appointments so they can be ticked off as completed
When adding recurring appointments the new appointment is then sets rom the day the previous appointment was ticked off as completed. This then makes it useless if the appointment wasn't ticked off the day it was due. Could there be an alert that comes up when the appointment is due so that if it is completed it can be ticked as completed which will then make the recurring reminder fall as it's supposed to.
1 vote -
Add a task without assigning it to a specific contact or property
Without having to specify a specific person or property to attach to a reminder, admins and agents can then use reminders like a checklist for themselves, prompting the agents to use this rather than their own diaries or other external programs for their other tasks.
8 votes -
Reminders and Alerts to phone
One thing I've found missing from the Pocket Rex app is alerts for any set reminders/appointments.
Eg, When you receive an inbox on Facebook, you get an alert.
( Tone, torch flash and notification panel ).Right now, it seems the only way to be reminded of your appointments and reminders is by having the app open and constantly checking reminder times.
I currently work around this by setting an alarm on my phone for 15 minutes before the appointment so I get reminded of it.Having a message tone, torchlight flash, ect, 10-15 minutes ( obviously would need to…
1 vote -
Contingent Reminders
A reminder that is contingent upon a certain action taking place. For instance, when I mark a property as sold, I would like to be reminded to contact other properties in my database (in the same suburb) to let them know.
As we know, a lot of the moves we make in real estate are dependant on certain events taking place. Therefore, it would be great if our reminders had this functionality.
3 votes -
Calendar reminder
When setting a reminder and selecting the date it would be more effective to have a calendar view to select the date vs a scrolling menu - that way you can see what day it is also, not just the date.
16 votes -
overdue count
Can we please have an overdue count show on the dashboard so important reminders are not hidden after two weeks.
9 votes -
add appointments tab on the left side of home screen like the app shows.
there is no where to remind us to tick off appointments like reminders on the desktop.. there is on the app only
1 vote -
change phone reminder's default "note type" to phone call
it would be good if the default "note type" for a phone call reminder was set to default to phone to be able to track the number of calls made.
It currently is set to default note, which doesn't add to the calls tally
3 votes
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