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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Letter Margins - ability to test margins
Currently you need to enter the pixels and then go to a letter to 'check' if the amount you put into the margins is correct.
If we could have a 'test' option from the same page to confirm if the number of pixels entered is correct it would be very helpful.
26 votes -
Report for all open IBD Trust accounts
Need a report which has all open IBD account balances on it.
It would be great to include (but not limited to) these fields on the report:
Date Opened
Reference ID Number
Property Address
Amount held36 votesYou can now generate the Trial Balances and Full Ledger Summary reports (located in Admin > Reports > Trust General) in the context of your IBD accounts.
To do so, go to generate the report as you normally would and from the trust account dropdown select “IBD Accounts”.
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Vendor Report
When previously doing the vendor reports we entered the feedback from the OFI's on individual contacts, but it took too long. I then contacted you about this, and you recommended this procedure: http://www.rexsoftware.com/feature-release-separate-feedback-for-ofi-attendees/
This was great however the feedback doesn't come out as nice as doing it individually. See the latest open home feedback on the attached report.
Is there anything we can do to get the feedback looking like earlier entries in the attached report?
11 votesHi James,
Thanks for your suggestion. The developers took note and added some padding to the vendor reports. You’ll notice that theres now a line break between each item of feedback from an open home.
Thanks again for the suggestion – keep them coming! -
Notify listing agent when feedback or any update added to property
It would be good for the agent handling a property to receive a notification if feedback is added to that property by someone else.
3 votesHi Lucas,
You’ll be happy to hear that we already offer the functionality you just described! Please feel free to contact our support team at support@rexsoftware.com, they’ll gladly walk you through it. -
Saving time by REX picking up the OFI, Listing etc when doing OFI Feedback
Hi,
A lot of time is being wasted with us having to select OFI feedback source, enter the property, OFI time and other information when entering feedback from an OFI.
It would be great if REX picked up that a buyer came to a OFI and what property they came through and what time, instead of having to manually enter it.
This can be very time consuming for agents with lots of listings.
Please have a look at this.
Thanks,
30 votes -
Filter by interest level
When you get a list of buyers from the feedback on a listing, you can't filter them based on their Interest level from the feedback.
This would be a great option for filtering your buyers based on that feedback.
20 votesGood news everyone, this feature is now available! You can read more about it in our blog post here: https://www.rexsoftware.com/blog/feature-release-feedback-filter-improvements/
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Option to easily add or remove banking details to invoices without having to go through Agency Settings & Branding to add the details
It'd be great if there was just a simple 'Add Banking Details' button when creating an invoice, or a drop down menu where you can choose between a Sales Trust Account or a General Account. If that was the case, there would need to be a section in Agency Settings & Details to add two separate bank accounts, instead of just one.
Thank you.
34 votesHi all, thanks for the suggestion and the votes.
We’ve implemented something recently off the back of this feedback that should solve the overarching problem leading you to do this in the first place.
http://www.rexsoftware.com/rex-feature-release-far-better-way-request-trust-funds/
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Listing Disclaimer Text
We need the ability to append standard disclaimer text to all listings uploaded to the portals.
Perhaps this could be added to Agency Settings & Branding in the Admin menu?
9 votes -
Events - Reoccurring OFIs
It would be very convenient to post reoccurring OFI times to a listing.
For example, a Sales Office in a new estate - the sales office is open every Saturday and Sunday at the same time every week. It is a very manual process at the moment having to add each event one at a time.8 votesWe’re happy to announce this suggestion has been brought to life by our developers and is now live in the system.
Simply insert the details of your OFI as per usual, select a frequency, create the OFIs, then drill down into each individual appointment and customise to your liking.
For a full update on todays releases, check out our release article on the Rex blog: http://www.rexsoftware.com/feature-release-asked-delivered/
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Make the New Listing emails customisable
We would love to be able to customise the current New Listing email template that automatically goes out to contacts with a match profile.
We want to be able to make the style more in line with our company branding and appearance.
It would also be good to be able to have the option to redirect the recipient directly to the listing on our company website when they click the 'see more' link, rather than it generating an e-brochure.
Thanks!
9 votesHi Harriet,
Customising the appearance of the new listing emails is already possible (via admin > advanced html templates > match emails) though you’ll need some help from our developers or an external party that knows some things about html to do this. If you get in touch with the support team they’ll be able to help you out with some more info.
The “See more” link can also be configured to go to your website already however you will need to be running a compatible site (requirements are fairly minimal). Again, please get in touch with the support team for more info!
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Leased or Rented brochures
Can we have a brochure that has LEASED or RENTED on it for property management just as there is one with SOLD? Would be useful for our window cards.
14 votesWe’re happy to announce this suggestion has been brought to life by our developers and is now live in the system.
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Option to not include OFI Attendees surnames
When generating a vendor report should have an tick box option to choose to leave surnames off OFI attendees - for privacy reasons.
1 voteHi Tayla,
You’ll be happy to hear that we already offer the functionality you just described!
Please feel free to contact our support team at support@rexsoftware.com, they’ll gladly walk you through it.
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Photo Watermark
Would like the ability to upload photos to web portals with a custom watermark.
i.e. like our company logo.40 votesThis feature has been completed! You can read more about it in our blog post here: https://www.rexsoftware.com/blog/feature-release-image-watermarking
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Email "Attached Documents"
When we send documents via email merge, we're finding some clients are getting confused when they read the heading "Attached Documents" and are interpreting the displayed hyperlinks as a list of 'attachments' rather than links they can actually click on. They then reply to our email saying that there was no document attached.
Is it possible to change the heading displayed above the document links in email merges to something more meaningful like:
"Click link(s) below to download your documents".5 votesThanks for voting everyone. We're pleased to announce that there is now a setting that lets you choose to send all email attachments as real files, rather than email links.
You can learn more about this new setting - as well as the pros and cons of real attachments vs link attachments - in our announcement post.
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The ability to search for all leads received for a period and produce a list/report.
The ability to search for all leads received into REX for a period and produce a list/report.
1 voteYou’ll be happy to hear that we already offer the functionality you just described!
Please feel free to contact our support team at support@rexsoftware.com, they’ll gladly walk you through it. -
dialling from a mobile out of rex
When in rex on an iphone it would be handy to be able to have the phone recognise the Rex contact's phone number as a phone number and be able to dial directly from there, as opposed to having to copy and paste the number from rex.
4 votesHopefully this has been addressed with the launch of pocket :)
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Highlight contact records owned by you when searching
Highlight/Identify contact records owned by you when completing a contact search.
This is more for admins who can see multiple/duplicate contact records which have different owners (i.e. in closed office).
I often struggle to identify which contact records are my own vs someone else's.
I don't necessarily want to hide other peoples contacts from search, as I do use these from time to time (i.e in relation to a contract), i just want to easily identify which contact records belong to me when searching
37 votes -
Ability to mark Match Profiles as inactive
Instead of deleting match profiles (so they don't show up in reverse matches) it would be great to have the ability to mark Match Profiles as inactive. This way we'll have a full history and record for that contact but they won't show up on reverse matches.
8 votesWe introduced the ability in early 2022 for you to archive match profiles, so you can retain a full history with a contact. You will also shortly be able to set a rule to auto archive match profiles after a set period of time!
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SMS Options
It would be great to have our mobile phone numbers linked to REX so that we can send an SMS from REX. I know that we can send letters and files from REX, but I'd like to be able to SMS all buyers after an open home thanking them for coming through without having to manually do it on my phone.
3 votesYou’ll be happy to hear that we already offer the functionality you just described!
Please feel free to contact our support team at support@rexsoftware.com, they’ll gladly walk you through it.
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VENDOR REPORT - Have a start date option
Have a start date button when generating vendor reports. Time-consuming to have to check where the last report ran to every time we do them.
It will save the vendor from keeping multiple reports and quicker for the agents.
8 votesThe vendor report now automatically fills in the listing date as the start date, as well as filling the end date to be today's date! We hope this small optimisations makes your experience more delightful :) Thank you for the valuable feedback
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