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!
1424 results found
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Push date through with Zapier
Currently you can push through leads/contact/properties/notes that are created or modules that are updated to Zapier, however there is no option to include the change/add date with this data.
3 votes -
Ability to add custom note types
Ability to add custom note types to all note taking across all modules.
This will enhance reporting abilities. Provide insight into what has been happening in the organisation to exe team.3 votes -
Viewing Management & Notification engine
Book a viewing via the calendar.
Enable confirmations to vendor & applicant.
Include a link to a web page in each confirmation (unique confirmation templates) templates where the vendor & applicant can confirm, cancel or amend (for review) the appointment time.
Once the client has updated the event booking web page, the event is updated in Rex and the relevant agent user(s) are notified.
Add a new list to "Other Lists" where users can see an overview of viewing model events and filter. For example, IF event type viewing IS not confirmed.
1 vote -
Improve the UX around vendor feedback reports
When generating a report, the contact interest level is repeated when multiple contact records are assigned to a viewing.
In addition, it's not clear to the vendor what "Cold", "Warm" or "Hot" means when reading the report.
Redacted example attached.
1 vote -
Select the relevant email on a contact with multiple emails
Particularly with Company contacts it would be great to be able to select which email linked to the contact you'd like to merge an email to.
6 votes -
Have an email / outlook / inbox / sent feature in Rex
Have your Outlook email account linked with REX to make it a one stop shop
4 votes -
Rental return
If we could have a rental return field in the more info section that would be super helpful.
Our BDM would be able to put the amount straight in and other agents would be able to see it at a glance without having to delve into mountains of paperwork
1 vote -
It would be great if agenda items were added to the calendar.
If all the agenda items were automatically added to the calendar function it would be a lot more streamlined. As an admin, I put a lot of our agents listings on to different tracks. Our agents check their calendar religiously, but aren't so great at checking their agenda daily too.
4 votes -
Pocket App - Tick box to be contacted for Finance
It would be wonderful to have a tick box for clients to select saying that they would be happy to be contacted about finance. We use a company that assist clients with finance however they require client approval before sending the referral.
10 votes -
Xero Integration - Draft Bills
Allow the commission to appear in Xero as a draft bill, rather than a draft pay run, after completing the Xero integration function in Rex.
This is applicable where commission agents are not employees of the entity, rather they're subcontractors.
3 votes -
Show contract conditions in the new calendar
It would be great to be able to see any listing expiries, contract conditions, settlements etc. from within the calendar.
From an admin point of view, the contract conditions that show in the reps calendar, shouldn't be able to alter the legal tab which we don't give reps edit access too. So for instance, if the rep was able to mark a calendar condition as complete, this shouldn't actually mark the condition off the legal tab.
From a reps view, they would still want to be able to track what conditions they have done. So being able to mark them…
10 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 -
Commission Cash Flow to include Advertising invoice
Is it possible to have the Advertising invoiced added to the commission cash flow report - it has a Commission Invoiced column but not advertising. That would save a lot of time having to add it manually
1 vote -
1 vote
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Drag and Move Email/Letter Merge Positions
To be able to drag and move the templates into different positions.
6 votes -
MATCH PROFILE LOCATION - SET WITHIN 30KM OF TOWN ETC.
It would be great if when you are setting a location for a match profile, that you could select a town and 30km around that town. For example, we have a lot of clients that want Warrnambool or close to - so I could select Warrnambool or within 20km of Warrnambool.
11 votes -
Make Open Home and Auction events viewable by anyone subscribed to a users calendar without giving full access to all appointment details.
It would be very useful for Personal Assistants if they subscribe to an agents calendar and can see the details of Open Home and Auction events but not be given full access to all appointments as the agent would have personal/confidential appointments in their calendar.
This would also be useful for joint listings because at the moment you can only add one agent to an open home so the second agent wouldn't be able to see the open home details in the calendar.
29 votes -
Marketing Schedule to have Invoiced and Uninvoiced options separated
Please have Invoicecd/Unvoiced as separated categories when generating a Marketing Schedule
Currently the client is receiving Marketing Schedules with items previously paid for.
The invoice goes over 2 pages and looks unprofessional. The client only wants to see what the new Schedule is, not previous ones.1 vote -
Agency Funds Account
REX needs a 'Pay Agency' or 'Accumulation' account ledger that commission & marketing funds are dispersed to once a property has settled so that funds can be moved from Trust to General as they are needed instead of every time a property settles or having multiple ledgers with funds. There are a lot of of other trust accounting systems that have this feature so I am surprised that REX doesn't offer this.
3 votes -
Ability to email trust receipts directly out of the trust account section
Once a deposit has been created in the trust section of Rex the ability to email it directly from that section rather than downloading the deposit and then uploading it to the CRM section and emailing from there to the purchaser.
6 votes
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