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!
49 results found
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Forwarding Previously Sent Emails
Once an email has been sent through Rex and is showing in the client stream, it would be great to be able to have an option to forward that original email (with attachments) rather than starting a brand new email if we need to resend that same information to the client.
129 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 -
Solicitor name to appear in drop down when sending emails
We send an email to the solicitors straight from Rex to order the contract. It would be great if the solicitors name could also appear (under the owners name) when you click the drop down next to "to" in the email box rather than having to type the solicitor contact in. As it is very easy to accidentally send the Request Contract email to the owner rather than the solicitor when the owner is the only option shown... when you're in a rush... which we always are ;)
25 votes -
Delayed SMS or email
In other software systems you can set the time of day that the SMS or email is delivered - very handy to remind people of an open time that day (sent at say 8am) or to thank people for attending the opens.
24 votes -
Save a draft email, rather than having to delete it
Save a email in draft, rather than having to delete it and start again
24 votes -
Emails to be locked
If multiple agents have update permissions to a contact, they should only be able to see their own emails that are sent from Rex. The same way that Notes are locked down.
17 votes -
Send from other address so replies go to group email
Send from other address - Send from contracts@eplace.com.au in REX so replies are received in this inbox in Outlook
11 votes -
Linking Mass Merged Emails to a Property
When sending mass merged emails to contacts who have placed feedback on a listing, it does not log to the listing but it does to the client. This makes it difficult to know which clients you have sent emails to.
Can the mass merged email can be linked to the Listing, making it easy to see who has been sent a mass merged email.
9 votes -
Alway's blind copy (BCC) email
Would like the option to be able to 'Always Blindcopy (BCC) yourself' when sending an email from REX.
8 votes -
Attach documents to email templates
It would be helpful to be able to save & attach certain documents to an email template. It would come in handy for agents sending correspondence after an OFI. For example, sending a copy of the contract, copy of body corp by-laws & minutes etc.
It'd be really helpful with taking the above action on Lease properties - when you have to come back to the office and send emails off to everyone who's attended an OFI with a copy of the Lease, body corp by-laws, application form etc.
These can be handed out on the spot but would be…
8 votes -
Attach invoices Directly
Ability to be able to attach invoices without having to print, save and upload.
7 votes -
Ability to email trust receipts directly out of the trust account section
Once a deposit has been created in the trust section of Rex the ability to email it directly from that section rather than downloading the deposit and then uploading it to the CRM section and emailing from there to the purchaser.
6 votes -
Your letters and email templates are hard to organise
It would be great if you could have categories for email and letter templates where they could be seperated for who they are intended for this will save alot of time searching through templates that seem to be in no particular order.
eg Purchaser, Vendor, Vendor Solicitor, Buyers Solicitor, Tenant6 votes -
Ability to print off sent emails
I am still required to print off some sent emails for the manual file - would like to do this straight from rex rather than cc myself into email and printing from outlook.
6 votes -
Which email has been opended?
I want to be able to search sent emails to review if they have been opened. Rather than search by each person, could a filter be applied to capture all emails sent in a week (for example). This option already exists in REX with Notes (you can access for System Lists).
5 votes -
Mass Action Dropbox
Would love to have the ability to add a mass action function for filing emails in the Dropbox. Eg selecting multiple emails to delete in one action.
Thanks in advance.
5 votes -
Link Rex to outlook
So you can email using outlook you link Rex to outlook. You enter the email address and it comes up on the side as a pop up and you can select name and attaches email direct to REX
5 votes -
Minimize an email you're drafting
Be able to minimize and email that is being drafted
4 votes -
See all emails sent
Once emails are sent - allow yourself to be able to view all 'sent' emails
3 votes -
Link an email to multiple properties
When an email is sent to a buyer making enquiries, and we are sending them details about multiple properties, which does occur often, you can only select Regarding 1 property or listing. We need to be able to link the email to the various listings, otherwise we have to duplicate or copy and paste the enquiry into notes (email), sometimes double and triple handling. You then don't have the recipient response details showing whether they've opened the email or clicked links etc. Rex support advises that currently there is no way to attach to multiple properties? I think many agents…
3 votes
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