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!
45 results found
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Bulk Assign reminders to contacts
It would be extremely helpful to be able to bulk assign new reminders to contacts.
Eg. I print 100+ letters for each of my reps every week that need a follow-up call the following week. It would be great if I didn’t have to manually add the reminder for each property.
109 votes -
Create a Reminder when entering a note
Have a tick box within adding a note section so that if you add a note when talking to someone, you can tick the box to create a reminder to call that person back if need be. Instead of double handling by creating a note then creating a reminder.
77 votesHi all, we’d love to consider this idea but may need a bit more input:
- If a reminder was auto-created from a note via a checkbox or similar, what would you want the due date set to be by default?
- Would you ever want to change any other details of the reminders or need more than just a checkbox (aka would you want to change priority/date)?
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Notifications for pocket
To have notifications for all your own reminders so they're like pop ups so we remember to do them. Kinda Like how outlook pops up your reminders... lots of my aps have send notifications - is this able to come into pocket at all pretty please?
70 votes -
We don't want users completing certain reminders assigned to them
At the moment a user can complete any reminder that is assigned to them. In most cases this is fine, but in some instances it would be better if they couldn't. An example would be contract dates - at the moment a user can mark a contract as unconditional or settled when we would prefer an admin user to do this. It would be good to have an option for reminders that are assigned to a user, but can't be updated by them.
42 votes -
Add a secondary person to assign a reminder to.
Add a secondary person to assign a reminder to. This was for PA's they can get the reminder to follow through on the task but the sales agent can get a reminder also to keep in touch with what's happening with their clients.
39 votes -
I would like to be able to sort rex contacts to show me all contacts that dont have a reminder set to ensure no contacts are sitting idle
I would like to be able to sort rex contacts to show me all contacts that dont have a reminder set to ensure no contacts are sitting idle within my database
36 votes -
Contract Date Reminders
I would be great if you could set tracks to look for dates within a contract. For example, you might want a reminder to send an email 1 week after a contract was supposed to Settle. Because contract dates can be different, you can't use the current way a track assigns. But if you could select contract dates - in this case 1 week after 'Settlement date' - it would change based on the contract.
26 votes -
Ability to complete mass reminders or notes on selected records
Currently if you are placing reminders for follow up calls or visits you have to enter every one singularly even if they are in a group.
Would be great if you can place mass reminders or stream feeds to save time.
24 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 -
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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Calendar reminder
When setting a reminder and selecting the date it would be more effective to have a calendar view to select the date vs a scrolling menu - that way you can see what day it is also, not just the date.
16 votes -
Bulk re-assignment for Reminders within Tracks
When there is a specific person against a number of reminders in numerous tracks, it would be a good feature to be able to bulk re-assign that person to another person. I know this feature is against reminders in general, but it doesn't work for people listed within the track templates.
15 votes -
Reminders to automatically default to the person entering the reminder instead of record owner
Reminders to automatically default to the person entering the reminder instead of record owner
13 votes -
Have the ability to search (my contacts) and view all that do not have a current reminder set.
To have the ability to search (my contacts) and view all that do not have a current reminder set. (missed opportunities). Assist on staff changeover to reset all enquiry ensuring we have follow up calls set.
11 votes -
Upgrade of Reminder and Track System
We would like to have considered features we had in our previous CRM system that enhance it being more automated with the use of tracks:
- Ability to email both contacts from within one client record, so that tracks can include communication by email to both parties (or even outside of tracks general emails etc can be sent to both parties would also be most helpful)
- Ability to automatically assign when setting up the track who the correspondence within the track is to go to (i.e. When it’s a Seller letter, having to manually search for and attach the Vendor creates…
10 votes -
Print detailed Reminder Call List
Can we print off call sheets (reminder calls from the dashboard) which will have the following:-
1. Contact details of owner, but not email.
2. Address of property they own/ or property they may be selling.
3. If they own an investment property the address of that property aswell.
4. Last entered note on stream.
5. Type of property eg, house, semi, unit.10 votes -
overdue count
Can we please have an overdue count show on the dashboard so important reminders are not hidden after two weeks.
9 votes -
Add a task without assigning it to a specific contact or property
Without having to specify a specific person or property to attach to a reminder, admins and agents can then use reminders like a checklist for themselves, prompting the agents to use this rather than their own diaries or other external programs for their other tasks.
8 votes -
Mass Action to change due date of reminders
Creating a feature that allows the change of the due date for reminders in a set of records to be updated in bulk.
8 votes -
Reminders Notification
It would be useful to have an alert/notification pop up on the day/s you have any reminder/s due, similar to outlook (a notification pops up to reminder you what needs to be completed). Instead of having to manually go into your reminders it would be helpful for a notification to appear to prompt you to complete all outstanding reminders in Rex.
6 votes
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