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!
1369 results found
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SMS's OFI Follow-up sent from app not appearing on vendor reports
When bulk sms is sent from pocket by REX. The SMS is not considered under the snap shot of SMS agent activity in vendor report.
13 votes -
deleted user appraisal
Currently when a user is deleted, their name is also deleted from an appraisal so that once an agent is deleted, if we find an appraisal that they have previously done we can not see who has actually done it. The name is blank. When an agent is deleted, we should still be able to see the agent's name on the appraisal the same as we can see that agent's name on the ownership of the record.
3 votes -
Custom field date format to carry across in merge templates
Currently, when you add in a date to a custom field on a custom tab, it will show as (for example) "13 June 2018", but the format of this date does not carry across to merge templates. On merge templates, it will show as 13/06/2018.
This improvement request is to have the date format to carry across to templates.
1 vote -
reverse match tags
Currently when performing a Reverse Buyer Match the only 2 options are: Price only, or Full. I want to be able to select to only match with buyers whose Match Profile contains a specific Tag.
This will create a far more accurate list excluding people who can afford the property but for whom it wouldn't suit, and only showing buyers who are specifically looking for that type of property.
1 vote -
Entering Duplicate Contacts - Open Homes
Hi there, when you type a contact name slightly differently but the phone number is the same, a duplicate notification comes up with the option to 'add anyway'. If in fact it is a duplicate, it is very annoying having to then get out of that screen and retype the name that is already present in the database.
Would it be possible to add another option where you can check the person in using their details that are already in the system within the same screen? I.e. when you get the duplication notification, there is a separate button where you…
3 votes -
User created 'adhoc' tags viewable by administrators
There needs to be a way of viewing all the 'adhoc' user created tags in REX. If staff leave and you want to re-assign tags to others and they haven't used the system tags, you need to search for the various tags that were created by the user.
There needs to be another admin section that shows all user created tags that can be filtered.
Eg (SETTINGS -> CUSTOM VALUES, TAGS & MAILING LISTS)
Value Lists
System Tags
Mailing Lists
User Tags (New option) - displays all user created 'adhoc' tagsIt also gives more visibility to the admins as…
5 votes -
Have your signature saved for receipts and payments in the Trust A/c Function
Have a function where each user can save their signature so that it can automatically be applied to receipts and payments. Instead of having to print, sign, scan, save and then email to clients. This is very time consuming and I feel unnecessary if this could automatically be attached to the document.
5 votes -
Contact Group
Hi! I would like to suggest a REX contact group option. This would be handy for our tracks when sending emails through REX from Sales Agents to our Admin team. We currently have tasks that are set to email which we'd then send an email template from but there is only the option to add individual contacts from it. We use many distribution groups within our outlook email on a daily basis and I believe this could be beneficial from our CRM.
1 vote -
Free form text box on Match profile tab.
A free form text box for comments relating to buyers intricate criteria for future reference. Eg - "Looking for walking distance to bus stop on".. or, "Would look house with a pool or room for a pool", Or, "definitely does not want a pool"
10 votes -
Brochures to appear in price order when generating PDF from Listing
It would be handy if we could have our brochures in price order rather than the current created dated to enable to export a mass brochure in price order
22 votes -
Report for VPA budgets
We need a report for VPA budgets. We are currently doing quarterly reporting and part of this is to show the average VPA amount being requested to vendors by sales agents. Sometimes the invoice amount is less than the budget amount if the rep has request extra funds 'just in case' so the invoice reporting won't be accurate.
3 votes -
OAB's - a report that calculates the number of days on the market to use for target marketing purposes.
I currently use the days OABs have been on the market to send out different marketing material (dependent on how long they have been on the market)
I use an excel formula/spreadsheet to do this....it would be great if you could incorporate this into a report, so you don't have to export and then work out the dates.4 votes -
E-brochure tour links
E-brochures need to have the links to tours, video and anything else we add. It's an e-brochure yet does contain e- features
4 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 -
Choice to Make Notes Left by Admin Public
To have a check box that makes people with access to a contact to make that note public to all users.
This would be very useful as an admin so that the users who have access to a contact can see the notes we have left when dealing with a contact.
10 votes -
Feed address to REX from Homepass.
Feed address to REX from Homepass.
1 vote -
Street List like the building feature
Can you create the feature much like the 'building option' that allows an overview of the street (what has sold/average price/bed bath car etc? It would be amazing to be able to have an overview of the entire street. Thanks
42 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 -
Automate name in letter through tracks
When doing letters through a track from the contact record the letter already has the contact name address salutation etc in the letter but you have to select the name in the contact name field. Why isn't the name being inserted automatically as you are working from the contact record not the property record.
1 vote -
Add Suburb to pocket for possible buyers
When adding potential buyers into REX it only gives you the option to add email and phone number.
Could we add a SUBURB to get an idea of where they are coming from. This helps in finding potential sellers in your market area.
2 votes
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