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!
1441 results found
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Pocket, check in enquiries/private inspections
Can we look at a feature of adding a property enquiry in Pocket? That way they recieve an ebrochure and we can add the enquiry to our report and they appear in list of contacts
4 votes -
Addresses in Sales Advice
Contact Addresses to show state and post code.
Currently only shows street and suburb.1 vote -
It would be great to have the option of 2 step authentication. I believe it is necessary now with IT security.
2 Step-Authentication
1 vote -
Include Tags column when viewing the contact list
To facilitate faster processing and updating of contact lists it would be great to include the client tag as a column when viewing the contact list.
You can quickly see if someone has not been assigned a tag and assist with updating and removing inactive buyers etc.
2 votes -
Search Box Functionality
Hey guys! I think it’s fantastic you can finally load a Mr & Mrs under the one contact rather than having to add two. However, I’ve noticed in Pocket you now can’t find them by first name. As an example, Chris & Ally Toft are loaded as Mr & Mrs and I can’t search their first names. Only their last. Hope this makes sense. Give me a call to discuss if required. Cheers!
1 vote -
Ability to track leads enquiry source via a UTM code
We would like the ability to track the enquiry source for leads via a UTM code
1 vote -
Tenancy information section on listings
A note section, perhaps in 'more info' tab to add tenancy information. (ie. rent, lease end date, tenants contact info)
9 votes -
Enquiry source in Project Vendor reports
There should be one Chart for Enquiry Source and another for say follow ups, private inspections. etc. Enquiry Source is great for showing where enquiry is coming from and also to relate it back to Ad spend.
There should be only one enquiry source note per enquiry. Ie a buyer enquires on Unit A, then gets followed up, maybe a few back and forward emails (ie more feedback notes) then an appointment etc., that should be counted as one enquiry from say REA. In the current setup you could mark all the follow ups, appointments etc as the enquiry coming…
1 vote -
Tag List Export Report
it would be great if you could export a report with all of your tags and how many contacts/properties they are assigned to. That way you could sort your most popular tags and any that aren't being utlised you could delete - it would save so much time than doing each tag individually :(
3 votes -
1 vote
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Charts in Vendor reports for projects
For Projects:
There should be one Chart for Enquiry Source and another for say follow ups, private inspections. etc. Enquiry Source is great for showing where enquiry is coming from and also to relate it back to Ad spend. There should be only one enquiry source note per enquiry. Ie a buyer enquires on Unit A, then gets followed up, maybe a few back and forward emails (ie more feedback notes) then an appointment etc., that should be counted as one enquiry from say REA. In the current setup you could mark all the follow ups, appointments etc as the…
1 vote -
List of merge fields
The template system in Rex is brilliant. Its all about efficiencies.
However when I create a template, when selecting a merge field, it's usually a guess as to which field to select. Sometimes logic prevails sometimes not. There is such a huge number of options. Scrolling through, looking for what it might be is a bit of a mission on its own.
It would be very helpful if there was a published list of the field names and their definition.
Or better still, if the field name pops up when hover over it. I'm meaning in the front end where…4 votes -
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
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