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!
326 results found
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Key register report to include Sold properties
Would love the key register report to also include Sold properties. Sometimes we hold keys for sold properties and without the ability to search for these, we have to have a paper based log. Thanks! Natasha Oxley, Eview Mt Eliza.
3 votesAs part of the new Key Registry release, you can now include sold/withdrawn properties in the key registry report!
There’s also a bunch of other exciting improvements, including the ability to check keys in & out, support for multiple keys, etc.
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Add Contacts
The ability to enter more than one name in contacts.
When entering OFI in feedback or using kiosk or add person it would be great to be able to enter eg a husband and wife’s name at the one time.3 votesYou can now add a partner when checking an attendee in with Pocket Open Homes. After you have checked in the first person you will have the option to add partner details.
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Differentiating contacts with same name when sending an email
When typing writing a new email, and you have multiple clients with the same name, you cant tell which one you want to choose. I propose having the email address as well as the client name come up in the 'To' bar when searching a client name.
7 votesThank you for the feedback. Pleased to report that the “to” field in the email dialog now shoes emails (as well as other data). Many fields in the system now support this new & improve contact selection experience as well.
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Pocket Kiosk e-Brochures
Pocket Kiosk App a great addition, However it would be fantastic if we had the ability to utilise personalised e-brochures instead of the Rex generated brochure. We currently create individual e-documents for all our listing and would love to be able to add a link in the property listing to enable that to be forwarded at the time of check-in. This would extremely helpful to us and our buyers as our brochures provide more than just the property information. They include agents information, buying information and area information etc.
1 voteThis is already available.
You can manage the template content here: https://app.rexsoftware.com/admin/settings/open_homes – notice that you can insert merge tags (same as those available when setting up a listing mail merge template).
If you add “_micro_link” to the end of the relevant merge tag, the system will also convert the link to a micro link for you.
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Add Buyers Into Open Home And Doing Match Profile
When you add buyers as a private inspection or open home and you put in there details to have a button you can click to do the match profile there would be great. Rather than having to put the buyers in and then click on each buyer to do the match criteria and or notes
2 votesWe implemented the auto creation of buyer match profiles this year, and will be following up with automated campaigns in the next couple of weeks. Thank you!
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Printable leads list
The leads list (list of incoming leads) screen should be able to be exported for printing. Phone numbers and names of contacts should be included, as well as which property they enquired on, as well as the agent it was assigned to. Urgent please.
58 votesThis is possible with the advent of custom reporting. You can view a list of leads with a combined view of the listing/property enquired on, as well as seeing the contact details of who submitted the lead. This list is exportable as a CSV or Excel file so it can be manipulated and printed as you desire.
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Merge Field - Events - OFI Details - Date and Time
Dear REX, as discussed 8/5/18, there is no merge field for Open Home details, eg 'date and time'. We email our Vendors from REX (listing>merge>send email>select template), however there is no option to include a merge field for OFI details. If the details (date and time) of future open homes would pull through, it would save time on the hundreds of emails each week (between our 3 offices) by eliminating the data entry double handling. Please make this merge available. Thank you in advance.
6 votesGood news: we have recently added extra merge tags to accommodate this.
Listing (Marketing) > Next open home date
Listing (Marketing) > Next open home time
Listing (Marketing) > Next open home agent
Listing (Marketing) > Upcoming open homes (table of all upcoming open homes) -
FOR APPOINTMENTS (TOP IDEA)
Can we have a system where - an automatic text is sent to the buyer confirming that they'll be at the appointment? They respond with a Y or N. This will ensure that no-one is ever stood up again!! :-) (It's like what hairdressers use)
3 votesOur new calendar feature includes the ability to send confirmation messages to guests, as well as vendors. It also includes comprehensive guest alerts before the appointment.
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A full key register list for both rentals and sales. Not just the current listings, anything with a key number at all.
A full key register list for both rentals and sales. Not just the current listings, anything with a key number at all so we can print off a total list of ALL keys held for PM and a full list of ALL keys held for sales.
4 votesAs part of the new Key Registry release, you can now include sold/withdrawn properties in the key registry report!
There’s also a bunch of other exciting improvements, including the ability to check keys in & out, support for multiple keys, etc.
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AUTO match profile that you can assign for a new OFI/contact. Why no GENERIC template to save then select for new buyers/contacts
AUTO match profile that you can assign for a new OFI/contact. There should be a GENERIC template you can save then select for new buyers/contacts.
The BEST way would be to have a match profile automatically applied to a OFI attendee or contact who came through a particular property. (You should be able to set what match profile this is on based on the property).
3 votesThis is available via our automated buyer match profile feature. See more in our help centre, or set it up yourself right now!
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Search by Postal address
Can you please add the feature Search by Postal Address of a contact in the database. It would be a huge time saver as to the roundabout method I have to use now when I know the address and cant remember the people's names. I am sure we all suffer from that issue. Ultimately this added feature would save a lot of embarrassment.
Glenda
PS Is it also possible to add a little text to the fields that is the name of the field we are entering the information on? I have only just realised that the field I am…7 votesAs part of our global search overhaul, we introduced the ability to be able to search by a contact's address and their postal address!
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Reinstate the cursor in search box so you know that you in that area to start typing
With the change of the search box the cursor doesn't show up in there anymore. Can this be put back in so that you know you are in the search field.
3 votes -
Legal name to autofill on contract
It'd be great to have the legal name from a contact record autopopulate on a contract, when created.
If the Listing Owner and Purchaser are already selected on the listing, have it so the fields in the contract can autofill from the legal titles (or even just their names).
Having the solicitor as a related contact on a listing, as well, would allow their details to be selectable/autofilled.
This would save a lot of time when creating a contract.
3 votesWe’re pleased to report that this feature has been implemented; adding a purchaser to a contract auto-fills the legal name.
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Statement Of Information
As a CAV requirement for all VICTORIAN residential properties, i feel that the listing should not be able to be uploaded to any portal until the Statement of Information document is uploaded, saved and made public.
This will assist in meeting our requirements4 votesWe made changes a while ago that ensure a Statement of Information is required before listings can be published in Victoria
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Change pocket Open section so it's more like HomePass
Hi guys,
we have been using HomePass to register buyers at Open Inspections and were excited to try using Pocket. Luckily I tested it before going to an open with it, because it's a little clunky.
We generally don't ask for a full name at an open, but even if we did, searching by name isn't fool proof. So then I tried typing in the mobile number in the name field which was good for picking up a duplicate, but then if it's a new contact and I hit add contact, Pocket pre-populates the name field with the mobile number…1 vote -
Ability to send custom automatic replies to email enquiries/leads from REA, Domain etc
We would like to be able to set up custom automatic replies for each listing to be sent to email enquiries/leads from online portals. During busier periods we find it hard to keep up with all the property enquiries and this would ensure everyone gets a helpful response from us instantly and then from there we can also call later on certain people who have provided a number and we would like to speak to as well as people who have asked a more specific question that wasn't answered in the automatic reply. The automatic reply is more for the…
70 votesWe released the leads autoresponder in 2022 which allows you to automatically respond to all enquiries from within the CRM. This is supported by customisable templates which let you include as much about the listing as you like.
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Ability to adjust/enter receipt number
Would like the ability to adjust the 'next receipt number' in rex to enable us to add the receipt number that we use for the same transaction in our manual receipt book.
As we have already issued receipt numbers to customers, we should be issuing chronological receipts following on from our previous system/process.
10 votes -
Search for Tags
It would be really handy if from DASHBOARD, using the "Search for contacts, properties, etc." field, to be able to search for CONTACTS with a specific TAG.
Currently, the only way to search for contacts with a specific tag, is to do it via CONTACTS tab, 'Filter Contacts'/'Tags'.
Here's how this would be useful...
We tag every buyer who comes to an Open Home with a tag like this: '18 Kitchener Road - OFI Attendee'.
When doing phone backs, or merge email or txt to contacts who have attended an Open Home of a specific property, we search via CONTACTS…
1 vote -
4 votes
We made changes a while ago that ensure a Statement of Information is required before listings can be published in Victoria
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Ability to present different Agents Commission structures
Hi,
we like most agencies have many agents, who all have different commission structures. We also sell different products where the commissions rates vary.
Is there a way to pre-load these commission structures that would be like the pre-set agency commission, so that these important fees are set once and then just selected by the Administrator with no room for errror.13 votesYou can now set the default commission amount for an agent under Settings > Commissions > Agent Defaults!
In addition you can set up default Commission Structures for things like packages offered by your agency.
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