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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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  • 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 :)

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1326 results found

  1. Filter contacts by owning multiple properties

    We are using a Tag in Rex currently as "Absent Owner" and manually adding to clients that own more than 1 property or own in our area but live elsewhere. Currently we are only able to add this manually when we come across a contact that fits this criteria but it would be great if we could filter contacts that are linked to multiple properties already and bulk tag. This information is vital for offices that are trying to grow rent rolls by prospecting.

    78 votes
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  2. 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 votes
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    5 comments  ·  Reminders  ·  Admin →
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    Hi 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)?
  3. Track Dates

    Currently you can set tracks according to:

    a. a start date, and

    b. forward dates.

    Track functionality and usefulness would be significantly advanced it you could:

    a. Specify actions according to key dates associated with the listing record (i.e. listing date, expiry date, contract date, expected unconditional date and expected settlement date), and

    b. dates could be calculated forward and back from a these dates.

    We were able to do this in our previous software and it was great . . .

    72 votes
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    It looks like there’s 2 requirement requests going on here:

    1. Triggering addition of tracks based on an event.
    2. Having reminders that are attached to floating dates (e.g. unconditional date, settlement date etc). E.g. 3 days before unconditional.

    Would be good to get some more info on both of these items.

    1. Regarding triggering addition of tracks based on events:

    • Presumably you want support for this in multiple modules. If so, is it all modules or just some?
    • For each module, what are the events that you think should be supported for triggering track addition?
    • Is this an automatic process or is the user prompted to add the track when the event occurs.
    • If the desire is for the track addition it to be automatic, how do we deal with questions like which contact should a track be attached to in a listing or property that includes multiple contacts…
  4. Different Projects Views

    The ability to have different views for Projects would be beneficial to us. When we have a project that is 'inactive' it would be great to have it show in a separate area - much like the Listings section has a 'Current' and 'Sold' section.

    71 votes
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    0 comments  ·  Projects  ·  Admin →
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  5. 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
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    8 comments  ·  Reminders  ·  Admin →
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  6. Trust Account Receipts - separate Office Duplicate & original pages

    We would like the option to generate the "Office Duplicate" of the Trust receipt on a separate page to the original.

    When emailing the receipt directly to clients they get confused receiving both the original and copy on the same page.

    65 votes
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  7. Have more Contract Status such as Hold, Contract Issued, Contract sent to Vendor, Contract Date, Cooling off Expiry date, Unconditional

    It would be good if we could have more contract status rather than accepted, unconditional and settled. It helps in reporting when using the Projects App when dealing with multiple contracts in the one project.

    61 votes
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    5 comments  ·  Contracts  ·  Admin →
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  8. Change Floorplan place holder

    At the moment the floor plan place holder is a square 1:1 which makes it really hard for floorplan layouts for acreage properties especially.

    We would like Rex to implement the standard landscape place holder for Floor Plans.

    58 votes
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    2 comments  ·  Listings  ·  Admin →
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  9. Bulk assign tracks

    Bulk assign tracks to multiple contacts.

    57 votes
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  10. Linking surburbs in the match profile into areas

    I'm sure in other areas of NZ it must be just as much time wasting as it is in Christchurch to list all the suburbs each time you set up a match for properties. Could there be a way of making our own areas or REX could set them up, for example, East and West of Christchurch as some people don't want to live on the East due to Earthquake damage or some people not caring where they live in the city, it is a lot of suburbs to list each time you are setting up a match. Creating a…

    56 votes
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  11. New columns for 'sold properties' view

    It would be great to have a new view for 'sold properties'. We would like the most recent sale date to pull through to this view.

    We would also like these additional columns to be added to the view:
    Address
    Sold price
    Sold Date
    Contract Agent (selling agent)
    Most recent 'past owner'
    Current owner

    I have attached a screen shot from RP Data and also an old CRM system we used - their formats are very easy to use.

    The ability to refine and have a list that can be sorted by sale date, price and owner name would be…

    55 votes
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    2 comments  ·  Properties  ·  Admin →
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  12. Availability of more fonts

    To enable greater customisation within the brochure design mode, and when creating letter templates and reports, it would be great to have access to a wider selection of fonts. For example, my agency's brand font is "Exo", which is a freely available font.

    55 votes
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    12 comments  ·  Other  ·  Admin →
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    Hi all,

    We’re looking into adding support for custom fonts for brochures and letters – we can package these fonts into the PDF’s if you have a valid font license to allow for that.

    Emails aren’t going to work as they require the font to be installed on the recipients machine to render correctly.

  13. Contract and Contacts

    When adding in a contract it would be much easier if the Purchasers details were automatically saved to the listing record.

    (Instead of doubling up by adding the Purchaser details into the contract and then saving the contract and re-adding the Purchaser as a related contact).

    55 votes
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    planned  ·  8 comments  ·  Listings  ·  Admin →
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  14. GCI to show in agent dashboard

    In other similar software programs, each agent is able to see exactly what GCI they have written in a chosen period. This is a good motivator and certainly people talk about it between each other as healthy competition. When we used CD, it was a great accountability measure and for strong performers, they want to know anyway! The data is there, it would just be an additional feature to the dashboard, and certainly one that is found in most other CRM's for real estate. Happy to provide more details, but it's really as simple as that! Thanks for considering.

    54 votes
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    2 comments  ·  Dashboard  ·  Admin →
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  15. STOCKLISTS: Customisable front cover for stocklists

    It would be awesome if we could have a customisable front cover for our stocklists. We would like the ability to edit the content, logo and add a picture if need be.

    53 votes
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    23 comments  ·  Reporting  ·  Admin →
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  16. Making the stream more intuitive

    As a sales person, when I go into a contact, it would be great if the important info was front and centre.
    Yes, I understand I can type out a note and pin it to the top of the stream however there's only 3 things I'm really interested in.
    1. Did someone within my company sell this person a home
    2. Did they buy a home from us
    3. Have we done an appraisal at their place
    All of these things are entered into REX in other places so it would be really cool if the database was able to…

    53 votes
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    5 comments  ·  Contacts  ·  Admin →
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  17. Add comment to Announcements

    It would be great to have other users within the office be able to comment (a bit like a facebook post) on an announcement.

    52 votes
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    1 comment  ·  Other  ·  Admin →
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  18. Manual journal function to enable me to transfer funds from one contact or contract to another

    Manual journal function to enable me to transfer funds from one contact or contract to another

    49 votes
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  19. Ability to have External Agent Referral Fee Calculated Inclusive of GST Total Figure (Commission Worksheet)

    Can we please have the external agent referral fee take into account inc GST figures so that it is seperate to deductions that do not include GST Figures?

    The ability to process a commission worksheet in this manner would align with our company policy which has been in place for 30+ years, and ensure that all data entered within Rex is compatible with other systems that we use.

    48 votes
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    0 comments  ·  Commissions  ·  Admin →
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  20. Commercial Listings - Floor Area Range

    When there are multiple Floor Area options available - either in a building or warehouse, it'd be great to have the option to input a range for Floor Area.

    Realcommercial allow this as an option, as it is quite common with commercial listings.

    Could Rex add in a range field that can be sent for commercial listings?

    47 votes
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    3 comments  ·  Listings  ·  Admin →
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