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!

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  1. Tracks - ordering/numbering tasks that are on the same day

    Currently, there is no way of ordering tasks which are due on the same day. They appear in a random order. We've had to resort back to paper checklists to do things in order.

    144 votes
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    15 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the great suggestion. Our users and developers loved it – so we’ve moved it into the development backlog. We can’t give you an ETA, but we’ll let you know as soon as it’s live. Keep the great suggestions coming!

  2. Amendable Sales Advice & Commission Sheet

    Amendable Sales Advice Document & Combined Commission sheet

    To Be able to

         *Edit the document; add and remove fields, change the format and order of information
    
    *Have the solicitor address details on the form
    *Have a 1 page document for sales advice and commission worksheet
    *To be able to remove the commission
    *To show the acceptance date on the contract
    *The option to upload your own sales advice template and associate fields to information required

    91 votes
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    17 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 . . .

    71 votes
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    11 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →

    It 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…
  4. Bulk assign tracks

    Bulk assign tracks to multiple contacts.

    57 votes
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    6 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  5. Can we add the 'test merge' feature in the template section again please

    So you don't have to find a contact or property to test the letter/email settings and you can test the letter/email in the same screen so you can see finish product in case you need to edit things...

    39 votes
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    2 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →

    This is semi complete with a recent release. You can now preview how content will render to a letter (the system will fully render the PDF with letter head etc. if appropriate).

    Sample merge tag data at this stage is still not supported.

  6. Ability to add image to letter

    It would be great to have the ability to add an image directly to a letter merge template rather than having to create a template as an email, copy the template and pasting into the letter template.

    29 votes
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    1 comment  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  7. Solicitor Address for Sales Advice

    On the sales advice under the section vendor solicitor and purchaser solicitor, can we have the solicitors address and postal address details on the sales advice, as this will make it easier to post the sales advice. This was on the old sales advice and is more convenient to look at when looking for details on the file.

    23 votes
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    5 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  8. Sales Advice - Remove commission

    I would like to be able to add or remove a commission amount on a sales advice.

    18 votes
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    3 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  9. Default Font for Templates and Merges

    We would love to see a set and forget type option where you set up a default font for merges across the entire account. This would stop a lot of different font types in emails and letters.

    18 votes
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    4 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  10. Reports - Find Contacts and properties with no active Tracks

    To have a report that would search through all contacts and property that has no assigned or current active tracks

    17 votes
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    1 comment  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  11. Search for records with specific tracks attached

    It would be great if we could have the ability to see what records were assigned to specific tracks.

    16 votes
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    2 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  12. Sales Advices in Word Document

    Having the option for the sales advice to be in a word document as well as PDF!
    This way we can edit out the commission tab (as this doesn't go to the purchasers solicitor)

    15 votes
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    1 comment  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  13. Pocket - Add tracks to properties, then link the contact

    In pocket we cannot add a track to a property, then link the contact.

    I have to go to a web browser to add a track this way

    12 votes
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  14. It would be handy to be able to automate texts,emails

    Automate the tracks, to be able to set up an automated track to nurture clients through each step of the process.Combination of texts (originating from senders number) and emails ,letters and phone call reminders.
    This will help solve the problem of incomplete tasks filling ones dashboard especially when agents are on holidays etc.
    This would allow more touch points with clients and for an agent to manage a larger seller and buyer base.
    Some of our competitors crm,s have this already

    7 votes
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  15. Tracks - Being able to choose the order of the reminders within the track

    We would like to use the tracks as a checklist in listings and currently they can't go in any order.. Having that option is a crucial factor.

    6 votes
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    1 comment  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  16. Sales Advice "deposit" breakdown to allow for initial deposit date paid/due & full deposit date paid/due

    Since buyers can pay their deposits in various ways & at different times i.e. an initial 0.25% deposit on a particular date with the balance due on another date OR no initial deposit but a full deposit due on a particular date, it would be clearer if we can note a breakdown of when they paid each amount &/or when it's due rather than only 1 "deposit date" under Selling details on the Sales Advice as this isn't clear as to whether it's actually been paid or if it's DUE to be paid. Buyers may not always pay a deposit…

    6 votes
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    1 comment  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  17. Task assignee should be based on job role, not person specific

    When creating or editing a Track we should have the option to make the assignee of a Track a job role, eg. Sales Admin, Reception etc. So when a staff member leaves the Track is still associated with their role and not their name.

    4 votes
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  18. Track Listings - ability to print off the tracks

    A feature that allows you to print off the track listing so that you can discuss and then duplicate to create your own that allows it to be suited to your requirements.

    It is too time consuming to print screen etc and printing directly from the site cuts off most information

    4 votes
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  19. Account Sale with GST showing

    We are in Victoria and some conveyance has asked to add the GST information into our Account Sale.

    4 votes
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    1 comment  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  20. Set dates in tracks rather than number of intervals.

    Specific times are important when dealing with personal situations in tracks.
    Handy for Xmas,Birthday, season articles and much more

    4 votes
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    1 comment  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
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