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!
1309 results found
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Default Marketing Overrides
We just set up our marketing overrides to default, so we didn't have to manually override on every listing however the default settings don't differentiate between a sales listing and a rentals listing. Can we please separate the default marketing overrides for sales/rentals.
Thanks
4 votes -
Calendar - automatic dates pulled from contract - Finance Due, Settlement
We would like it if when you enter the Sales Advice Form, it automatically uploads the dates for Deposit due, Finance and Settlement in the Listing/Selling reps calendars entered on the form. Would save a lot of extra work setting up reminders.
46 votes -
Sync contacts need to be separate when they load to iphone
When we load a new seller, we add an extra person ( joint sellers) this allows both names to be on any merge letters which is right. But what I have noticed is that when we select them for a contacts sync to my iphone they appear separately in the contacts list on my phone but with both sellers numbers attached to each contact (primary being first). however when one of them calls or texts me I don't know which seller it is as it always shows the primary name. So I don't know is its Arthur or Martha contacting…
10 votes -
Choose the default 'Assign To' with reminders (instead of being 'record owner')
When setting reminders, the default 'Assigned To' is 'Record Owner'. I would like to be able to choose who I have as the default. Personally, I would prefer the default to be me instead. Almost every reminder I set is on my own contacts which means I never change the assigned to selection. However, every so often I assign a task on contacts that belong to property managers when they ask me to do sales tasks and its so easy to accidentally assign it to the record owner in the rush to get tasks done.
23 votesHi all,
This default is in place to deal with scenario’s where members of admin staff, pa’s and other staff members are scheduling reminders on behalf of record owners. It also helps to ensure that when record’s change ownership, so to does the responsibility of executing on the tasks themselves.
Happy to hear thoughts on how you think us updating the default to run off “yourself” would reconcile with the existing use cases and / or any alternative way’s of dealing with this you might have in mind.
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Track Dates
Currently you can set tracks according to:
a. a start date, and
b. forward dates.
Track functionality and usefulness would be significantly advanced it you could:
a. Specify actions according to key dates associated with the listing record (i.e. listing date, expiry date, contract date, expected unconditional date and expected settlement date), and
b. dates could be calculated forward and back from a these dates.
We were able to do this in our previous software and it was great . . .
72 votesIt looks like there’s 2 requirement requests going on here:
1. Triggering addition of tracks based on an event.
2. Having reminders that are attached to floating dates (e.g. unconditional date, settlement date etc). E.g. 3 days before unconditional.Would be good to get some more info on both of these items.
1. Regarding triggering addition of tracks based on events:
- Presumably you want support for this in multiple modules. If so, is it all modules or just some?
- For each module, what are the events that you think should be supported for triggering track addition?
- Is this an automatic process or is the user prompted to add the track when the event occurs.
- If the desire is for the track addition it to be automatic, how do we deal with questions like which contact should a track be attached to in a listing or property that includes multiple contacts…
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FINANCIAL - VPA report by property
Rather than pulling up a report of what has been booked and what is yet to be booked and it appearing by the product type we need to be able to pull up a report that details it by property showing exactly what has been booked and yet to be booked per property.
1 vote -
VENDOR REPORT - Automatically generate via a task on a weekly basis
Vendor reports automatically generated weekly on a task list rather than having to go into each listing individually
3 votes -
Manual Match Delivery Notification
It is great that we now receive delivery and open confirmation for the automatic email notifications. This feature doesn't seem to work when you send a Manual Match. It would be great to also know that these emails are being delivered and opened.
13 votes -
Reminders to have a "Due Time" option
In addition to reminders having a due date, it would be helpful if they could also have a "due time" associated with them, so on the day the reminder is due, at the scheduled time, some kind of notification is made to the user (pop up window, Facebook-style notification at top of screen or something similar), so that they know they have to do that reminder.
This is different to an appointment, as there is no "end" time for the reminder - it's just a task that needs to be completed at a particular time.
This is useful, for example,…
23 votes -
Import Contacts from Address Book
Would be great to be able to import contact name/address/email/phone number ourselves! The current way of getting this information imported is quite time consuming and a bit of a headache.
4 votes -
Listing expiry date on KPI report
The recent update whereby Rex auto calculates the expiry date of a listing is great. The 'Listings expiring within 30 days' section of the KPI report would be so much better if that also showed the actual expiry date rather than days left until expiry. I'd also like it to keep 'expired' listings on that list until they are re-listed/updated in Rex rather than them dropping off once they go past the expiry date. If for some reason an agency is not re-listed before the expiry date, it can easily be overlooked when it no longer appears on this report.
5 votes -
Leads - automated processing
When a lead comes through, and after completing the detail steps. It would be handy for the general information added by the interested party to be taken straight into the feedback details. so you are not copy and pasting all the feedback information.
18 votes -
Step-through for filtered lists
It would be really useful to be able to generate a filtered list, then apply a step through type overlay to work through the individual records of the list. This will make it so much easier to generate call lists and work through them directly from REX, and then update individual records one by one.
44 votes -
Saved Export Filters
It would be great to have saved export filters so that regularly used export filters can easily be used. Once set up, it would make it easier for less competent users to take advantage of the export feature
2 votes -
Facebook and Twitter Publishing links
It would be helpful to have properties that have been published to have a share link/button to share it onto social media platforms - facebook, twitter. As social media is the main platform used by the younger generation. Sharing a property is handy for getting properties out there.
5 votes -
1 vote
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Contact Duplication Check When adding people at OFI's
When at an OFI and adding all the buyers as they arrive it needs to check if that mobile number is already in the database.
8 votes -
Email Dropbox attaching to property
Can the emails sent to your dropbox account be able to be attached to the listing and not need a contact to be filed correctly, if the property name and/or RX# be in the subject line of the email
35 votes -
Showing current listings (total) on dashboard
Old Rex used to show you how many listings you had on the dashboard on the left-hand side once you opened it up.
Can we get this back up at all?
We have contract totals, why not Listings.
35 votes -
Ability to increase the on screen window space manually to see more than 1 or 2 lines of text when composing emails/adding notes
In certain areas you can already increase the on-screen text window size to see more of the information in the window, like when drafting the text to a listing.
However in the buyer matching section when matching property & then emailing those matches only a very small window is available to draft/modify the text on the email.
Can the same window function be applied here?
8 votes
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