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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Ad Text Merge Tag For Email Templates
It would be great to have a few extra merge tags added for listings templates.
The ability to add the Default/Long/Short Ad text as a merge tag in email templates would be of great benefit.
This way, we can send the Ad text in an email so that whoever wants to get a change done they can email the current text (With Changes) and it is recorded on their file for all the ad iterations.
3 votes -
Commission Targets
Could we please have the option to set Commission Targets for each salesperson?
We need the ability to set monthly Gross Commission targets which can be tracked against the gross commission Award Allocations for each salesperson.
Thank you.3 votes -
Related Listings - Holds - Contracts / Should show on contact record
If you create a hold (initial deposit) and/or a contract of sale then attach that to a contract record there is no way of seeing this intuitively.
You must click more>>go to related>>go to related holds
If you could see immediately on a contact record if they have an active hold or contract that is related to them it would increase usability, stop issues when there are duplicates and make the system more intuitive.
At the moment you can only see a related property once the property is marked as SOLD. Prior to that there is no visual aid on…
3 votes -
Conjunctional Agent details
When entering a Conjunctional Listing it would be very useful to be able to enter the details of the agent that the listing is in conjunction with.
3 votes -
Additional conditions wrongly including today as due date
In the Change Status screen - Finance and Deposit in ‘additional conditions’ – when ticked automatically inserts todays date not date satisfied and not option to change [We have been adding in all conditions in the ‘conditions’ section so the satisfied dates can be changed]. We do not use these becuase of this and they are all showing as overdue on agents dashboards
3 votes -
Automatic events 'Triggered' from Dates
REX needs to create some sort of ‘Auto-Alert’ system (separate from a Track) that enables the user to set up automatic events triggered from an event/date.
My previous CRM used to have this and it was AWESOME! You could set up an alert to email you a reminder say 7 days out from the triggered ‘settlement date’ etc. Please see the screen shots attached to give you some ideas as to what one could create “Alerts” on so they didn’t have to take the time to ‘count back’ from dates/events and try to assign some sort of track.Hopefully REX…
3 votes -
match
Hi Team can we please have the match option search on Postcode rather than specific suburb. We have north sough east and west all with same suburb but if a listing only falls into one of these suburbs they wont pick it up unless it is specific.
3 votes -
Inactive option for staff who still have outstanding contracts.
We need an inactive option for users once they finish up, regardless of the status of any outstanding contracts/settlements. This would allow us to cancel the 'user' without affecting the listing/contract record.
3 votesThanks for the suggestion. This feature is on our roadmap!
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Ability to change/edit a condition date
The ability to change a date from the dashboard instead of having to go into the property and then selecting legal etc etc etc.
Contract conditions often get extended and the ability to easily edit the condition date would save so much time.
3 votes -
See all emails sent
Once emails are sent - allow yourself to be able to view all 'sent' emails
3 votes -
Problems within a listing
When a problem has occurred with a listing that prevents you from 'publishing' - allow you to click and REX will then take you to where the actual problem lies and it direct you to what needs to be added/changed.
3 votes -
Not For Sale (NFS) Status - Warning before hold/contract
Hello REX,
Thanks for implementing the NFS status for listings. This has been an extremely helpful feature for us. Especially now that you can visually see within the listing and projects view that its not for sale.The issue we have is that although its "Not For Sale" you can still create a hold / contract.
Could you considering an error message stating: "Please mark listing 'for sale' before creating a hold/contract"
Then not allow a hold / contract until this is done.Thanks in advance.
3 votes -
Add reminders categories
Being able to sort reminders by priority has been a welcome addition, however it would also be handy to be able to add categories to reminders, to enable grouping a day's reminder tasks into say 'prospecting calls', 'buyer follow up calls', 'vendor calls', etc.
3 votes -
Update Contact Information Automatically
Another CRM that we used to use allowed every contact in the database to be contacted twice a year to update their details. Can you please do this?
An email goes out with a form for the contact to update and then it automatically updates in REX
Thanks!
3 votes -
Add a contact's postal address when adding new contact
To save having to go back into the contact to add a postal address before raising an invoice for VPA when adding new listings
3 votes -
Filter for "unconditional" Contract Status
Currently REX is able to filter all Contract Status areas, except the "unconditional" status. It would be most helpful to be able to filter the list of current "unconditional" status Contracts along with all the other ones currently available.
3 votes -
Search Notes
It would be helpful to be able to search through notes.
We have a fair bit of information on our notes and the ability to search through these would help us greatly.
Some of our older contacts have notes with old property information, being able to do a keyword search through these notes would help us to find these records..3 votes -
Google Docs Upload option for Documents tab
The ability to link to shared Google docs in Rex would be very helpful. To be able to put a file in your own google docs account and then have Rex able to send the link to contacts.
This way there wouldn't be any issues with files/links expiring.
3 votes -
unconditional
UNCONDITIONAL CONTRACT STATUS PORTAL FEED TO REA:
It would be great if consideration could be given to the default portal feed for when a property is updated to unconditional in REX, to match the policy requirements of the REA portal feeds (i.e. REA policy requires them to be notified within 72 hours of an unconditional property that the property has been "sold", however REX currently doesn't provide this update to sold in their unconditional portal feed to REA, so the property remains as Under Offer on REA (when this is actually against their policy). I understand there is a manual…
3 votes -
Have IRE Book Inspection Button on E-Brochures
It would be extremely helpful to be able to have the InspectRealEstate Book Inspection Button possible on the E-Brochure of a listing. This would allow our clients to book directly into property inspections when we send them a copy of the E-Brochure instead of once they have viewed the brochure having to then contact us to book in for an inspection.
3 votes
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