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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!

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344 results found

  1. Attachments on email merges to appear at top of email

    At the moment, attachments on email merges appear at the very bottom of the email and are not easy to see (we've had numerous clients respond asking where the attachment is). This needs to be made more obvious or should appear under the subject line as per regular emails.

    36 votes
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    3 comments  ·  Emails  ·  Admin →
    completed  ·  AdminRex Software (Support, Rex Software) responded

    Thanks for voting everyone. We're pleased to announce that there is now a setting that lets you choose to send all email attachments as real files, rather than email links.


    You can learn more about this new setting - as well as the pros and cons of real attachments vs link attachments - in our announcement post.

  2. Open Homes In Pocket need to become more simple

    When using Pocket at an OFI it is very difficult to multi-task between signing people in, sending contracts, adding buyers notes and editing/adding emails etc. Having used other open home apps such as Homepass, I know the process can be much simpler.

    I believe it was just dumbed down to quickly check buyers in, send contracts and add notes it would work much better. Then if agents want to do the more technical stuff they can use the contacts section f pocket.

    Thanks

    Thanks.

    36 votes
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    2 comments  ·  Admin →

  3. Report for all open IBD Trust accounts

    Need a report which has all open IBD account balances on it.

    It would be great to include (but not limited to) these fields on the report:
    Date Opened
    Reference ID Number
    Property Address
    Amount held

    36 votes
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    0 comments  ·  Trust Accounting  ·  Admin →
    completed  ·  AdminAlex Babkov (Admin, Rex Software) responded

    You can now generate the Trial Balances and Full Ledger Summary reports (located in Admin > Reports > Trust General) in the context of your IBD accounts.

    To do so, go to generate the report as you normally would and from the trust account dropdown select “IBD Accounts”.

  4. Sort feedback, open times & notes by date on the vendor report instead of the order they were entered

    When entering notes about a property or feedback from opens, they do not appear sorted by date.
    So if you do not enter feedback in chronological order, it continues to appear all mixed up.
    This effects the Vendor Report etc.
    Same thing happens with open times. If you enter a few Thursday opens and then a few Saturday opens, they do not sort in the back end of Rex by date – only sort by date on the website.

    Ideally they should be able to be sorted/viewed in date order.

    36 votes
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    7 comments  ·  Feedback  ·  Admin →

  5. Email Dropbox attaching to property

    Can the emails sent to your dropbox account be able to be attached to the listing and not need a contact to be filed correctly, if the property name and/or RX# be in the subject line of the email

    35 votes
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    7 comments  ·  Emails  ·  Admin →

  6. Option to easily add or remove banking details to invoices without having to go through Agency Settings & Branding to add the details

    It'd be great if there was just a simple 'Add Banking Details' button when creating an invoice, or a drop down menu where you can choose between a Sales Trust Account or a General Account. If that was the case, there would need to be a section in Agency Settings & Details to add two separate bank accounts, instead of just one.

    Thank you.

    34 votes
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    1 comment  ·  VPA / Invoices & Payments  ·  Admin →

  7. Change task date in Rex Reminder screen

    When in the Rex reminder list screen, it would be great if there was also an option to 'change date' of a task while in this screen. So if a task comes up in your calendar but it's not quite due yet, if there was an option in the screen to change the date to push the reminder back a few days. Saves going into each record to push back reminders.

    34 votes
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    0 comments  ·  Reminders  ·  Admin →

  8. Buyer Match - Show which properties are under contract

    When you setup a new buyer match and save it. Then click the match button that shows what stock you currently have so you can email it out. It doesn't show you which properties in that list are under contract at the time. It would be great to have a under offer banner across the photo.

    33 votes
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    4 comments  ·  Match Profiles / Auto Updates  ·  Admin →

  9. Auto cleaning/removing clients who have terminated a buyer match from appearing in reverse searches

    Currently when a buyer terminates from receiving property brochures in REX they will still appear as a profile match when reverse matching against a property. There is no indication in this search that the buyer has terminated from receiving these alerts either in REX or the exported CSV file.

    I am suggesting either the clients who terminate their searches be removed from appearing in these searches or be indicated on the report as having terminated their match profile.

    This will allow the agent to either have a clean list of active buyers or be able to contact said client and…

    33 votes
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    1 comment  ·  Match Profiles / Auto Updates  ·  Admin →

  10. Easier searching for contacts and properties.

    For example, if you were looking for Peter Mark Smith, you would not have to search the phrase exactly, if you type Mark Smith the search should return the closest matches based on what you typed... this should be similar to spelling mistakes. Searches should return the closest possble matches.

    32 votes
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    completed  ·  14 comments  ·  Other  ·  Admin →

  11. Emailing original file instead of sharing link

    One of our clients uses an email system that blocks links due to security issues. It would be good if there was an option next to the file that said 'Send Link' or 'Send Original' so that the attachment could actually be attached to the email the traditional way instead of embeded into the email.

    31 votes
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    3 comments  ·  Emails  ·  Admin →
    completed  ·  AdminRex Software (Support, Rex Software) responded

    Thanks for voting everyone. We're pleased to announce that there is now a setting that lets you choose to send all email attachments as real files, rather than email links.


    You can learn more about this new setting - as well as the pros and cons of real attachments vs link attachments - in our announcement post.

  12. Building name to be added to stocklists

    There should be an option to be able to show the building name on stocklists.

    31 votes
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    0 comments  ·  Reporting  ·  Admin →
    completed  ·  AdminRex Software (Support, Rex Software) responded

    We’re happy to announce this suggestion has been brought to life by our developers and is now live in the system.

    First off, we’ve added space beside each listing for information on an auction, set-sale or tender venue and time, when applicable. You also have the option to include OFI times, to boot.

    There’s the opportunity to include a building or business name, too.

    For a full update on todays releases, check out our release article on the Rex blog: http://www.rexsoftware.com/feature-release-asked-delivered/

  13. Section in finance mode to add notes re: VPA info etc

    31 votes
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    2 comments  ·  VPA / Invoices & Payments  ·  Admin →

  14. Saving time by REX picking up the OFI, Listing etc when doing OFI Feedback

    Hi,

    A lot of time is being wasted with us having to select OFI feedback source, enter the property, OFI time and other information when entering feedback from an OFI.

    It would be great if REX picked up that a buyer came to a OFI and what property they came through and what time, instead of having to manually enter it.

    This can be very time consuming for agents with lots of listings.

    Please have a look at this.

    Thanks,

    30 votes
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    completed  ·  1 comment  ·  Feedback  ·  Admin →

  15. How about an App for Home Opens - so that you can have your ipad sitting on the table instead of a visitor book, and the information entered

    An ipad App for Home Opens - the punters enter their details themselves, including email addresses and approval to be contacted on a regular basis ( we would probably offer a prize to incentivise them ). The App should seamlessly transfer the information into Rex later when you log in.

    29 votes
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    2 comments  ·  Other  ·  Admin →
    completed  ·  AdminRex Software (Support, Rex Software) responded

    Hi everyone,

    We’re happy to be announcing our new integration with Homepass; an open home register and feedback application for use on a mobile or tablet device.

    For more information, check out the feature release here:
    http://www.rexsoftware.com/feature-release-homepass-integration-the-ipad-open-home-register/

    You can also register your attendance for the webinar next Thursday from the below link:
    https://attendee.gotowebinar.com/register/2190990593180273666

  16. When clicking the 'Load More' button in feedback it loads all/more feedback

    It would save us a lot of time if we did not have to click the 'Load More' button a bunch of times in the Feedback section. It would be great if the 'Load More' button loaded all/a lot more feedback.

    29 votes
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    2 comments  ·  Feedback  ·  Admin →

  17. Related Contacts

    When adding related contacts to a property record, it would be nice to have a flexible option (at present only owner, past owner, tenant or past tenant are available). I do a lot of business to business networking and would like to add say an architect or consultant that has worked on a particular property. You can add a custom field when you add a related contact to an existing contact record, so it would be good to have this available on the property record.

    29 votes
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    5 comments  ·  Contacts  ·  Admin →

  18. Admin to be able to see Contract Conditions for all Agents

    For Admin to be able to see the contract and conditions and upcoming settlements etc in the dashboard

    27 votes
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    0 comments  ·  Contracts  ·  Admin →

  19. FINANCIALS - Commissions by accepted date

    The current Commission report is only filtered by either Release dates or Unconditional dates. It would be good to have the option to filter by Accepted dates as our KPIs are driven by this.

    Thanks!

    27 votes
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    1 comment  ·  Reporting  ·  Admin →

  20. Auto Match Profile - Enabling Email Contact

    Now that REX has automatic match profiles for online enquires they haven't given the option for alerts to be sent to those match profiles.
    I would like them to enable communications as an option when setting up auto-match profiles.

    27 votes
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    4 comments  ·  Match Profiles / Auto Updates  ·  Admin →
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