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!
326 results found
-
Notify Super Admin users of all data exports from Rex
When someone performs a data export from Rex, all super admins should be notified.
2 votesThanks for the suggestion! We've implemented the ability to track data exports using Other Lists > Audit Logs and filtering "operation" with "Export".
We may look at implementing notifications in the future, however with this functionality you'll still be able to track who is exporting data from the system.
-
A name field to identify each phone number listed under a contact
Need a name field next to phone number section to identify who owns which phone number when there is more than one name in the contact ID e.g when a whole family is listed in the contact, husband/wife etc
2 votesThe “type” field is actually a freeform field designed to double as a way for you to label the phone numbers with a particular contact’s name beyond just labeling them as “Mobile / Home” etc. – When the dropdown appears, simply type anything you want to store a custom value.
-
Add Buyers Into Open Home And Doing Match Profile
When you add buyers as a private inspection or open home and you put in there details to have a button you can click to do the match profile there would be great. Rather than having to put the buyers in and then click on each buyer to do the match criteria and or notes
2 votesWe implemented the auto creation of buyer match profiles this year, and will be following up with automated campaigns in the next couple of weeks. Thank you!
-
quick ad feature on home screen
Quick Ad/send feature on the Home Screen:
At the moment there is no quick ad button on the home screen that will allow me to shortcut to adding a new contact or appointment. it should be the easiest thing to access so we don't resort to just saving contacts and appointments in other apps on our phone.
2 votes -
Calendar - auto SMS attendee reminders
When entering an appointment in the Rex calendar, it would be amazing if you could just tick a little box that will send an automated SMS template to the attendees reminding them about their appointment time, say 24 hours (would be even better if this was customisable as well) before their appointment.
As real estate agents have minimal time as it is, this would greatly assist our team in regards to making sure that all appointments run smoothly and to minimise the risk of no show's.
2 votesThanks for the suggestion. This was implemented a while ago for guests, and only recently for vendors. We support the ability to send emails and text messages too.
More info at our blog here: https://www.rexsoftware.com/blog/vendor-confirmations-automated
-
automatic responses
Can you please have the option to Provide automatic responses to buyer enquiries? Sometimes we can hundreds of enquiries, we can simply deal with these with set templates including specific information ,
2 votesWe released our leads auto-responder last year. You can check out more about it here: https://support.rexsoftware.com/hc/en-us/articles/9268253356057-Leads-Auto-Responder
-
Leads - Allow both send email and add feedback before completing
Currently when processing a lead there is only the option of either sending an email and complete, or add feedback and complete. The work around is doing a mail merge then processing the lead but that is clunky. Would be good if there is an option to send an email (ie. template), add feedback (so appears on vendor report) and then complete the lead.
2 votesWe updated the leads dialog in 2022 to include the ability to do common actions right from the lead. This includes sending SMS, emails, adding feedback, reminders and notes, as well as booking appointments.
-
Capture buyer postcodes at Open homes
Hello REX peeps. I would love to be able to capture buyer post codes at open homes, using Pocket as we check them in.
2 votesWe are happy to let you know this is now available in Rex Mobile (Pocket). When you check in the attendee, there is now a field to capture the 'marketing postcode' on their contact record.
-
Ability to add reminders to notes
When adding a note you should have a feature where you can add a reminder to that note, without having to go in and add a separate reminder.
2 votesYou can now add reminders while you are creating a note. See the attached gif to see how.
-
Re-Ordering Lists
The ability to re-order lists such as tracks, tags, templates etc to allow easy find and grouping of different areas of Rex.
1 vote -
OFI lists - open home end times
The OFI lists currently only display the start time for the open, it would be best if the end time could also be displayed.
1 voteThis was addressed in a recent update :)
-
1 vote
The enquiry feedback type is available as of this week. As part of the workflow for entering this, you can specify an enquiry source – we would recommend something more specific than email or phone but you can add these to the Enquiry source value list if you wish.
-
Condense the Ofi report pages so that they can be printed on a single or single reverse page
Condense the Ofi report pages so that they can be printed on a single or single reverse page. therefore if you could have upto 22 opens per page this allows larger RE Agencies that are doing over 40 Ofi inspections to just hand out a single sheet.
1 vote -
Create auto fields for sale brochures to prepopulate Council Rates, Water, Body Corp fees from Rex
We want these fields to prepopulate onto Sale brochures. However in the brochure template setup there is no current option to add this field to the sale brochure. Its important information for all buyers. Please simply add to the list asap.
1 voteHi Brad,
Thanks for the suggestion!
You can add these details to your brochures by using the ‘insert merge tag’ functionality in the custom brochure builder.
For more information, please contact the Rex Support team.
-
Inquiries going straight through into REX
Inquiries going straight into REX on dashboard or otherwise having an "inquiry" tab for customers to be able to contact us or send their enquirers through from our websites or other portals.
1 voteHi Jad,
Thanks for the suggestion.
We have recently released a feature called ‘Leads’ which does this.
Please contact Rex support for more info on this.
-
Reminders being able to add notes and set new reminder from dashboard
Currently we can add notes and tick the reminder as complete frome th dashbaord however we then have to go into the contact to set a new reminder. it would be good if the option to set a new reminder was included from the dashboard screen that would be applied to the client
1 voteHey there,
Thanks for your feedback!
This is something you can already do in Rex.
To add reminder on the fly, just click on the Plus symbol next to the search bar, then click on ‘Add Reminder’ down the bottom of that popup.
If you have further questions on how to do this, just get in contact with Rex Support.
-
other agenst should not be able to edit another agents reminders even if it is an open database
With the open database other agents can delete or edit other agents reminders or comments or contact. it should be read only. the only person that can edit or delete the contact is a superuser (admin) or the FPOC agent themselves.
1 vote -
Property Id field on window cards
Ability to add the property id as a text preset option making it easier for larger companies to determine which property the window card belongs too. You had this option in the old rex.
1 voteHey there,
Thanks for your feedback!
This is something you can already do in Rex by creating your own templates and adding in a merge tag which will grab that info.
Don’t worry if you do not want to create a whole new template, you can just duplicate ours, then modify.
Check out the following article which has links to videos on how to perform this.
-
A direct credit tab for payment of deposits
Just needs to have the option of direct credit instead of just eftpos, cash & Cheque
1 voteHi Emily,
This is something that has been added.
Please contact rex support if you have further questions on this.
-
Add "Ms" as a permanent Title dropdown value
Because Ms is a very common way to enter the title of a person they may not know is married or not, for speed on iPads, can we get Ms added to the permanent dropdown values?
1 voteHi Marcus,
Thanks for the Feedback.
This is something that has since been added to Rex.
- Don't see your idea?