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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 :)

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Current Feature Request List

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1340 results found

  1. 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.

    10 votes
    1 comment  ·  Emails  ·  Admin →
    How important is this to you?

  2. 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:

    1. 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)
    2. 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
    1 comment  ·  Reminders  ·  Admin →
    How important is this to you?

  3. Mass Action data from your Tabs

    currently there is no function that allows the user to mass action ‘apply’ or ‘remove’ data on tabs – this can only be done on ‘tags’ of for ‘record ownership’.

    It would be incredibly efficient to have this functionality added. Currently all data has to be changed individually – it means the process of building out information, iterating and growing custom data is clunky and slow.

    10 votes
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?

  4. Have fluid date (text option) on the "add a contract" tab.

    As the dates are usually 'so many working dates from the day hereof.' entering a date prior to signing is impossible.

    10 votes
    2 comments  ·  Contracts  ·  Admin →
    How important is this to you?

  5. 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
    2 comments  ·  Contacts  ·  Admin →
    How important is this to you?

  6. Rental & Sale Booklet/ Report Templates

    There has now been an update to show open for inspection times on both reports - but it will only list the next open time.
    So if we are opening that property twice a week it will only show the first one for the week and not the second and will only show the second once the first has been completed.
    We would like it to be modified so that it will list every open time for that property in that week to make it easier for the clients coming in to collect the rental list and sales list and…

    10 votes
    1 comment  ·  Reporting  ·  Admin →
    How important is this to you?

  7. Create brochure

    When clicking on Brochure it defaults to the photos in order as per the listing.
    I would like an option to select which photos go on brochure/window rather than the default.
    No point creating our own brochure as the photo number would be different for each property..............

    10 votes
    0 comments  ·  Brochures  ·  Admin →
    How important is this to you?

  8. Converting email newsletters into PDF

    It would be awesome if we could download a newsletter sent to our database in PDF format, or be able to generate a web link so the newsletter web link can be distributed via Social Media such as on our company Facebook page. Please!!!
    Thanks,
    Shanelle :)

    10 votes
    1 comment  ·  Newsletters / Mailing Lists  ·  Admin →
    How important is this to you?

  9. Add youtube video to newsletter

    It would be great if you could add a video to the newsletter much like how Active pipe and others will allow you to.

    Activepipe has an integration directly with our youtube account so you just click add video and all the agency videos are there to choose from.

    10 votes
    0 comments  ·  Newsletters / Mailing Lists  ·  Admin →
    How important is this to you?

  10. REX - Add Reverse match menu item - to automatically filter by active campaign option ( excludes unsubscribed email/sms campaigns )

    When you perform a reverse match, it brings up everyone with a 'match profile'. However, it does not exclude people that have unsubscribed from sms/emails.

    We're seeing occurrences where buyers are getting annoyed because they have unsubscribed from communication, but still have an active match profile in the system.

    This issue is compounded by the size of database/contacts that have an active match profile but have unsubscribed from email/sms communication. There is no way to see that in the reverse match list either without filtering further.

    I see one of three possibilities.
    1. The reverse list has an additional column…

    10 votes
    0 comments  ·  Match Profiles / Auto Updates  ·  Admin →
    How important is this to you?

  11. Store price history so Old Price and New Price can be shown on emails

    Capture old price so that it can be merged into emails. This is important for price update emails so that we can include the old price and new price.

    10 votes
    0 comments  ·  Merge  ·  Admin →
    How important is this to you?

  12. 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
    1 comment  ·  Contacts  ·  Admin →
    How important is this to you?

  13. Reporting for high volume of feedback

    Projects typically have a high volume of enquiries.

    Currently, vendor reports show 'Follow up' feedback as a separate entry.

    If we contact 120 leads, an average of 5 times each, this makes the report very difficult to read as there is now 600 separate entries!

    It'd be great if we could sort the vendor reports for projects similar to the attachment.

    The ability to sort by cold/warm/hot would also be massively advantageous.

    Due to the current set up, we can't use these reports for our developers.

    10 votes
    0 comments  ·  Projects  ·  Admin →
    How important is this to you?

  14. 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
    0 comments  ·  Contacts  ·  Admin →
    How important is this to you?

  15. Choice to Make Notes Left by Admin Public

    To have a check box that makes people with access to a contact to make that note public to all users.

    This would be very useful as an admin so that the users who have access to a contact can see the notes we have left when dealing with a contact.

    10 votes
    1 comment  ·  Admin →
    How important is this to you?

  16. Free form text box on Match profile tab.

    A free form text box for comments relating to buyers intricate criteria for future reference. Eg - "Looking for walking distance to bus stop on".. or, "Would look house with a pool or room for a pool", Or, "definitely does not want a pool"

    10 votes
    0 comments  ·  Match Profiles / Auto Updates  ·  Admin →
    How important is this to you?

  17. Show contract conditions in the new calendar

    It would be great to be able to see any listing expiries, contract conditions, settlements etc. from within the calendar.

    From an admin point of view, the contract conditions that show in the reps calendar, shouldn't be able to alter the legal tab which we don't give reps edit access too. So for instance, if the rep was able to mark a calendar condition as complete, this shouldn't actually mark the condition off the legal tab.

    From a reps view, they would still want to be able to track what conditions they have done. So being able to mark them…

    10 votes
    2 comments  ·  Calendar  ·  Admin →
    How important is this to you?

  18. Pocket App - Tick box to be contacted for Finance

    It would be wonderful to have a tick box for clients to select saying that they would be happy to be contacted about finance. We use a company that assist clients with finance however they require client approval before sending the referral.

    10 votes
    0 comments  ·  Other  ·  Admin →
    How important is this to you?

  19. Moving cancel button on feedback box

    Can the cancel button please be moved to the bottom left hand corner of the feedback box. I constantly click the cancel button after putting notes in and it is incredibly frustrating!!

    10 votes
    0 comments  ·  Feedback  ·  Admin →
    How important is this to you?

  20. Set the open home qr code to add the buyer in as the appropriate/correct agents contact. Rather than selecting the wrong agents contact card

    It would be great if the qr code is generated to create and/or add the buyers contact card in as the listing agents contact card. We have multiple agents that use the qr code and have other agents contact card added which results in them not being able to access buyer info

    10 votes
    0 comments  ·  Admin →
    How important is this to you?
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