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!
1368 results found
-
Attach invoices Directly
Ability to be able to attach invoices without having to print, save and upload.
7 votes -
Open home Feedback - Contract Holder
I am new to REX, but notice there is no option during an open home in feedback for CONTRACT REQUEST. This would be really useful as we could then easily search for contract holders during a campaign to call .email them as a group. Contract holders are a very important group and i am surprised this feature isn't available
1 vote -
Send emails to multiple email addresses on the same contact i.e. Multiple 'Primary Email Addresses'
I would like to be able to send merge emails to multiple email addresses on the same contact i.e. sending a contract to a husband and wife where they both want a copy in to their email (rather than having to create them twice). So maybe like being able to assign multiple 'primary email addresses' for a contact.
16 votes -
Match Profile - Radius location
Match Profile - Radius location (adjustable distance) with pin drop rather than having to enter a specific suburb or postcode.
27 votes -
Search any branch
Search any branch for any customer or property from the main search tab
1 vote -
When activepipe adds match status in REX, add something to the feed to make it more visible
When activepipe adds match status in REX, add something to the feed to make it more visible because the customer is making these changes and the agent may not be aware of it unless they are manually checking the match tab. Adding something into the stream will make it clearly visible
0 votes -
QR Codes to check into Private Inspections & on Pocket
The new QR code update is fantastic but it can only be used at the time of an Open Home. It would be great if the QR Code check-in is applicable to the property at all times so that buyers can check in via the QR code at private inspections. Otherwise, there is no
Additionally, it would be great to have a quick access to the QR code from Pocket Rex - so that it is accessible by any staff member conducting the inspection at any property. The QR code could be displayed on the agents tablet/phone device for check-in.
43 votes -
Paid invoices to say "Paid" and not have due date
I think that when printing a paid invoice, that in the due section it should say "paid" and not the original due date still. I understand that balance due will be $, but it can still lead to confusion.
4 votes -
Tags
Auto change Tags when properties are converted.
For example, when an appraisal is entered, the contact tag will automatically be changed to 'Prospective Vendor'. When the property is listed, the contact tag will automatically be changed to 'Vendor'. When a purchaser is added, that contact tag will automatically change to 'Purchaser' etc.
1 vote -
Label / Mail Merge Export, contact names exported in seperate fields
Would be great to allow the Label export feature to have first and last names in separate fields.
I know it's possible to do this with full data export rights but we prefer to keep this privilege to a few and want to avoid bottleneck situations specially during seasons like Christmas where exports are required from all Sales team databases.
Appreciate it if this could be included.
1 vote -
unsubscribe
People who unsubscribe from emails don't necessarily want to be unsubscribed from all communication. Please can we have the ability to unsubscribe from different levels of communication?
1 vote -
Integration with REINZ to electronically report unconditional statistics
We are required to report monthly unconditional statistics to REINZ.
Rex does not currently have a feed directly to them, meaning we have to manually enter the data separately into the REINZ website each month for every sale. This in our previous CRM was automatically feed through, therefore saving on double entry. It would be great if there was an integration with REINZ.8 votes -
Integrate with REINZ Property Smarts
If REINZ Property Smarts could be integrated so we could pull the comparable property data into REX custom fields.
3 votes -
Make Property Attributes and Property Area an email-able merge field
Currently property attributes e.g. bedroom 1, 2 etc are only able to be merged with brochures. It'd be great if they could be merged with emails also as we are trying to integrate using zapier email parser to API info out of Rex.
(Even better if Zapier could just work with Rex!)
3 votes -
Move the order of locked tabs
It'd be fantastic if we could move the order of locked tabs and move tab groups from one category to another e.g. from More Info to Key Details so we could customise how we would like it to appear. Also to be able to hide locked or custom fields if we like.
4 votes -
Record Owner
To auto add Agent 1 so we aren't double handling.
7 votes -
Shared Calendar
It would be great if we could have a shared calendar for the entire office so that we can view everyone's listing dates and times.
6 votes -
Generate Report or List for deleted tags eg "Trust Account - Agent Name"
Could you please let me know if it is possible to generate a report or find a list of all deleted tags?
I am wanting to find out the deleted tags for "Trust Account - (Agent's Name)"
I know how to check the change log for a particular contact but here I am trying to generate a list or report.
1 vote -
Reminder description
It would be helpful if we can increase the amount of characters allowed in the description of a reminder.
1 vote -
External Links
It would be really helpful if we could change the name of the external link that appears in the ebrochure.
4 votes
- Don't see your idea?