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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 :)

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114 results found

  1. Making the stream more intuitive

    As a sales person, when I go into a contact, it would be great if the important info was front and centre.
    Yes, I understand I can type out a note and pin it to the top of the stream however there's only 3 things I'm really interested in.
    1. Did someone within my company sell this person a home
    2. Did they buy a home from us
    3. Have we done an appraisal at their place
    All of these things are entered into REX in other places so it would be really cool if the database was able to…

    53 votes
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    5 comments  ·  Contacts  ·  Admin →
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  2. 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
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    4 comments  ·  Contacts  ·  Admin →
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  3. Separate fields for 'address' on a contact

    It would be awesome if the address field could be divided into separate fields.

    Similar to how the property address details are divided up: Unit number, street number, street address, suburb, postcode & state.

    31 votes
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    10 comments  ·  Contacts  ·  Admin →
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  4. Mass deduplication

    At the moment, you can only view 10 duplicates on a single page. There is also no way to filter said search to owning users.

    Would be great to view more duplicates at once, and also filter owning users.

    28 votes
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    1 comment  ·  Contacts  ·  Admin →
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  5. In contact form under marketing add -Secondary contact birthday, Marriage Anniversary, House Anniversary

    In contact form under marketing add -Secondary contact birthday, Marriage Anniversary, House Anniversary. This will enable auto reminders to send greetings to the Buyers, Sellers etc

    16 votes
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    1 comment  ·  Contacts  ·  Admin →
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  6. Send emails to multiple email addresses on the same contact i.e. Multiple 'Primary Email Addresses'

    I would like to be able to send merge emails to multiple email addresses on the same contact i.e. sending a contract to a husband and wife where they both want a copy in to their email (rather than having to create them twice). So maybe like being able to assign multiple 'primary email addresses' for a contact.

    13 votes
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    1 comment  ·  Contacts  ·  Admin →
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  7. Add a property to a contact in pocket, whether when creating new contact or to an existing contact

    80% of potential sellers and landlords are met by agents and property managers on the road.
    If pocket is truly going to be the mobile solution for agents, then it needs to make the fundamentals easier. When a new contact is entered, or an existing contact is updated, there needs to be one tap functionality to add their address as a property record and attach it to them. Their address fields should already be broken into unit number, street number, street, suburb (with contextual search for suburb and postcode when entered) and a tick box to save them as a…

    13 votes
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    4 comments  ·  Contacts  ·  Admin →
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  8. Search Contacts by Legal Name

    Please add ability to search by legal name in generic search bar. We have a number of Asian clients who have “English names”. English name goes in name field as this is preferred way to address them by phone but when we need to search the other we can’t find it. If you combine both names in the one field it messes the search and won’t pick up either.

    10 votes
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    0 comments  ·  Contacts  ·  Admin →
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  9. Share contact/call Info from my phone to Pocket app

    A feature in Pocket that would allow me to share a recent caller (ie: their phone number) who was not previously in my database with Pocket.

    This would then send the new callers phone number to Pocket and it would prompt me to create a new contact.

    Alternatively, a method to add the name and phone number from my phone directly from my phone into Pocket.

    10 votes
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    1 comment  ·  Contacts  ·  Admin →
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  10. Add individual Solicitors

    It would be great it you could add individual solicitors to the firm as well. Solicitors company first and then individual acting for the Vendors, so you have both the firm and the individual on the listing and merging through to REINZ

    10 votes
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    2 comments  ·  Contacts  ·  Admin →
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  11. 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
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    2 comments  ·  Contacts  ·  Admin →
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  12. Job Title

    It would be helpful if there was a field we could record a Contact's job title.

    8 votes
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    2 comments  ·  Contacts  ·  Admin →
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  13. Apply Multiple "Primary" email addresses (and SMSs) to a contact

    Currently, we add clients up to 3 times where they have multiple email addresses that receive our email alerts. It would be great to have the ability to enter several emails/mobile numbers under the one contact and know that all emails/mobiles will receive alerts.

    8 votes
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    0 comments  ·  Contacts  ·  Admin →
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  14. Add a Dial Icon to the phone number to allow direct dialing to phone app (voip)

    Many programs have a phone icon that when you click it, will dial the number in the adjacent field, saving time and errors.

    8 votes
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    2 comments  ·  Contacts  ·  Admin →
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  15. Caller ID to link with SMS sent from REX

    Have the caller ID function link with SMS sent out of Rex (as it does with calls) I often receive return texts from buyers or vendors in the system that I don't have in my personal contacts. Iit doesn't display the owner just a number when an SMS is sent directly from REX. I then have to manually go in and search the number again to see who it is.

    7 votes
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    0 comments  ·  Contacts  ·  Admin →
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  16. That the same merge tag fields be available across both Listings and Contacts

    Can you please add the merge fields currently available under listings to contacts as well. We generated a great SMS template under listings which includes: listing address, auction date, time and venue, live auction link and agent name. However, more often than not, we are sending these to a bulk list of contacts, rather than one at a time, and need to send this from contacts. As these fields aren't available under contacts, we currently have to generate a manual SMS for each listing.

    7 votes
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    1 comment  ·  Contacts  ·  Admin →
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  17. Update forwarding addresses when sold

    It would be great to add a forwarding address field for contacts with tick boxes to:
    Update Vendor Address
    Update Purchaser Address
    When we Mark as Sold.

    7 votes
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  18. SMS MUST HAVE . Have available secondary SMS as we do with emails. Both parties could then be conveniently contacted.

    SMS MUST HAVE . Have available secondary SMS as we do with emails. Both parties could then be conveniently contacted.

    THIS WOULD HELP A GREAT DEAL WITH AUTOMATED TRACKS

    7 votes
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    1 comment  ·  Contacts  ·  Admin →
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  19. Filter contracts by address

    Need to be able to filter contacts by address, even if its any word in the address field of the contact details. Understand you can filter by associated property, but with a database merged from another CRM, this is not possible. The basic functionality to target contacts in your patch or a street has been lost.

    6 votes
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    3 comments  ·  Contacts  ·  Admin →
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  20. Absentee Owner or Owner Occupier search function

    I tried to mail merge to absentee owners in my farm area. However the only function enabled is refined search > Postal Address > Yes/No.

    It would be great to find Current Owners in my farm area, who have a postal address set in another suburb i.e. an absentee owner.

    Please can we creat a refine search:

    Postal Address > Is / Is Not > [SUBURB NAME]

    or even better yet, a feature to determine absentee or owner occupier contacts

    6 votes
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    1 comment  ·  Contacts  ·  Admin →
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