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!
1433 results found
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Have the ability to exclude the due date on invoices
As the majority of our marketing is paid at settlement (unless a property is withdrawn) we need the ability to exclude the due date on invoices. Our vendors are sent a copy of marketing and we find that vendors are confused and think they have to pay instead of being handled at settlement by the conveyancer. Even if we could have the ability to edit and enter 'payable at settlement' as an option that would suit our market here in South Australia.
9 votes -
Reprint letters/resend emails that have already been sent
At the moment if you want to resend or reprint a letter/email merge you've already sent you have to recreate it. It would be good if there was a print duplicate or resend button to make the process less manual.
36 votes -
Landscape Letters
I would like there to be a way to create landscape letters in the letter merge rather than just portrait.
3 votes -
Option to assign a contact to multiple agents
The ability to put a contact into REX and have two or more agents related to this contact. So that the contact comes up in both of their 'My Contact' list as opposed to just one agent 'Owning' the contact.
This is causing major dramas in our office.
42 votes -
The ability to see the receivers email address in the to, cc field when they are selected.
The ability to see the receivers email address in the to, cc field when they are selected to send an email to. With such a large database it would be great if we have 2 contacts with the same name in our database (ie Sally Smith) that we can identify immediately the correct contact without having to click through the contacts.
34 votes -
Allow Assistants to Select the Agent they are Assisting as the Owner of Records They are Inputting to Rex
If our administration team are entering the data for multiple agents, there is no way to tell in the backend who is who's, unless tagged. Rex default all of their data entered as being owned by the admin person who is typing it in under their login. How about having an option where they can select an agent, and Rex records them against the information, but the elected agent as the owner? At the moment, I have admin use my login to enter all my data to avoid this issue. This then causes problems where they don't see their tasks…
3 votes -
Closed office cant view documents
In a closed office, you can't attach documents to an email merge if you don't own the record the document is attached to. It would be great to have the option to flag certain documents on a listing record as "public".
That way, you could send your buyer a section 32 from a listing where you are not the record owner and don't have access to all documents.4 votes -
When inserting a contact's address, include option to add the address as a Property record
When creating a Contact and adding their address, there should be a tick box option to create a Property record from the address and automatically link it to the Contact record.
1 vote -
Report detailing source of appraisals
It would be great if you could have an advanced filter to create a report detailing the source of appraisals and the source of buyer enquiries.
4 votes -
VENDOR REPORTS - Suburbs on Vendor Reports
Hi there,
Just a simple change but vendor reports don't seem to have suburb names on - looks a bit unprofessional.
Thanks
James36 votes -
Viewing notes that others have left on your records
When using a closed office role, you can only view the notes that you leave on a record. But if you have admin staff leave notes on records you own, you can't view it. The only alternative we have is to enable users to view all notes, which gives them access to Notes on ALL records, not just their own.
It would be great if there was an additional privilege that would enable record owners to view notes on their records, left by other users.
84 votes -
Email Alert , when property is marked as with WITHDRAWN
Set up Rex to send a automatic email to a specified address or addresses when i property is marked as Withdrawn / Or have a generated list that is automatically emailed with a property is marked withdrawn every 24 hours or / 48 hours .
Thanks
Emma3 votesCan you please let us know how you feel this would differ from the notification on the dashboard stream?
This might help other users vote on this one as well.
Thanks Emma!
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Is there a way I can create a list of people eg tag them then attach a reminder to call them all rather than just one at a time?
Eg I go through and search a particular group of people, make a list and would then like to add an activity to call them all and set a reminder to do so so that it shows up on my dashboard. It would also help when delegating old data to new employees to call through and clean up.
5 votes -
Assign the lead source to the new client source.
When we add a new lead and create a new client, it would be good to have the option to assign the lead source type to the new client source type at the same time automatically.
1 vote -
Land Size
Would you please add 'sqm' to land size dropdown as, by law we are not allowed 'M2' anymore in NZ, thanks.
1 vote -
Open home filter / export to excel option
OPEN FOR INSPECTION / OFI FILTERING OPTIONS: Ability to use filter option in "Listings" to generate current Home Open/OFI lists to export to Excel.
If we could have a filter option that allows you to search "Listing Event - Home Open Date" (already there) but with option to say "after" today (currently you can only put a date in the after field....so you can't save the filter, and include the option in the "export" to have the Date, Start and End Time, so that a list of home opens can be generated.
This would allow filtering by all options (Agent,…
21 votes -
Commercial Listings
We work in Commercial Leasing and every single property or vacancy we deal with needs the annual rental pricing as well as this costing broken down by the "floor area" size to find out what the price is per m2.
It is vital to our tenants, landlords and brochure information on quoting this along with the overall pricing for the space available per year. In our old software, this field would automatically populate with this figure - currently it requires us to manually input this data via our admin team, which is terribly time consuming
Is there a way for…
32 votes -
Stop Calendar allowing conficting appointment times
Currently there is nothing to stop anyone from organising a conflicting appointments in a calendar. For instance if you have made a vendor appointment for 12 oclock on Saturday on your calendar, an office administrator can still book you in to show a property AT THE SAME TIME, which is obviously going to cause some problems. (see attached example of one that occurred in our office) It would be good if you could add a feature that gave you a warning when you try to make a conflicting appointment, as happens with other calendars like outlook. Then you can decide…
6 votes -
Completed date for reminders
When you have a reminder that is part of a track it would be ideal if the completed date was added to the reminder when you tick it off instead of the date that the reminder was set for. Most of the time the reminder date is set ahead as you are just "guessing" a date as it is part of a track that asks for in how many days is the reminder due from adding the track.
4 votes -
Please seperate out commission invoices and vpa invoices.
You have recently put both together in the outstanding invoices. Trying to get the data out about which is outstanding and to put in the balance sheet is a nightmare. Also the invoice assumes both are going in the same bank account....
4 votes
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