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!
1376 results found
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Remove EDIT invoice Feature From Some Privilleges
Edit the current Privilege settings so only chosen users are able to EDIT invoices.- Make the ability to EDIT a invoice a stand alone privilege
Invoices are a legal and accounting documents and should not be edited once created. Only voided or Credited.Will also fix integration errors in the back ground
8 votes -
Add a single format custom field for 'time'
Add a custom field in 24 hour date format that can only be filled in in one format to allow for better reporting and filtering.
8 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
8 votes -
KPI report on how many phone calls
KPI report on how many phone calls have been made in a week/month by individual agents
8 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 -
Job Title
It would be helpful if there was a field we could record a Contact's job title.
8 votes -
Updated Drop and Drag Module Feature in Email Marketing
I just had a trial with a different CRM yesterday (not that we are thinking about switching) just to have a look. They did have one great email marketing builder similar to MailChimp where you can drop and drag modules into an EDM. The modules where on the left hand side of the email and you could click say reviews, agent profile, two property feature, single property feature etc etc. I thought the REX team might be interested in checking it out. I have a link to a demo if you are keen. Thanks team.
8 votes -
Using Docusign Integration via Pocket
Would be good to be in Pocket and being able to send a Form via the Docusign integration e.g. Offer Form whilst having an open inspection for the property.
8 votes -
Mass Action Notes for multiple records i.e. note of letterbox drop of properties within a certain suburb
Be able to Mass Action Notes for multiple records i.e. note of letterbox drop for properties within a certain suburb
8 votes -
Integration with REINZ to electronically report unconditional statistics
We are required to report monthly unconditional statistics to REINZ.
Rex does not currently have a feed directly to them, meaning we have to manually enter the data separately into the REINZ website each month for every sale. This in our previous CRM was automatically feed through, therefore saving on double entry. It would be great if there was an integration with REINZ.8 votes -
Zapier Integration needs to push description or pictures to Linked, Facebook, or Instgram.
Once this is done we can push listings onto these platforms which would be much better!
Spoke to Zapier they said the App Creators need to do this so Rex needs to update!
8 votes -
Viewer Feedback more user freindly
Could the viewer feedback dialogues that require followed up be more prominant on the stream and change colour when dealt with.
8 votes -
Add a Dial Icon to the phone number to allow direct dialing to phone app (voip)
Many programs have a phone icon that when you click it, will dial the number in the adjacent field, saving time and errors.
8 votes -
REX and Rate My Agent - Option for Automatic Review Feature
To replace requesting reviews manually, reviews via RMA can be set up as automatic requests. Rex is currently isn't set up to opt in for this feature. This would save many hours of manual requesting reviews.
8 votes -
Properties Appraised to have appraised under them so its visable from contact section. More visability.
I think it would be great to see what properties you have appraised for a contact without opening the properties. Wondering if you can just add Appraised under any property appraised for that contact?
8 votes -
Off-line(no data needed) check in
When I was doing the open homes the other week using pocket and Pocket Kiosk as usual, apps had trouble checking in open home visitors. (my phone had data connections. My colleague was also having a same issue as well) If there was "an off-line check in feature" available, it would have been helpful..
When we go to the remote area, this feature would be a good one to have because not always data access is available.
Thank you8 votes -
Whatsapp Integration
We communicate a lot with our sellers/buyers via Whatsapp and have to copy and paste the notes from Whatsapp onto the clients stream eachtime. I think it would save a lot of time if there is a way to have this integrated
8 votes -
default defer options
Change default reminder defer options.
Currently the options are:
Next Buisness Day
Tomorrow
Later this week
This weekend
Next weekend
CustomI would suggest a change to:
Tomorrow
2 days
1 week
2 week
3 weeks
4 weeks
CustomAs well as removing the options for this/next weekend as they seem a bit pointless.
It is time consuming to set a custom date, this small change would be so beneficial to our team.
8 votes -
Section in Documents to upload Disclosure Statement
Need to have a section in Rex that we can upload the Seller Disclosure document/Public document and then feed that through to portals.
Need to organise it so that the web developer can update the XML feed to the website.
At the moment, we use public documents that are sent out with an auto-response through REA. But, these do not need to all be available on our websites, it will just be the one document that we would like to create a link/download button for.
Similar to the marketing links, but for documents, pdf etc.
Have tested the Statement of…
8 votes -
Default for buyers requirements email & sms
the buyer match regarding notifying them via email or sms could be set at a default. I am finding that i am spending alot of time clicking match and then having to turn on notifications etc by time frame day expiry etc...
7 votes
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