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!
1431 results found
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Buyer Match Report
Can we please have a "Buyer Match Report" created showing the contacts that were emailed buyer match alerts overnight and which property the alert was for.
At the moment, there is no way to know if an alert has been sent to one of your contacts without having to go into the particular person or property card which is super time consuming.
Previously (when we were using Renet CRM) we were sent a report each day advising what alerts were sent to which contact so the agent was able to follow up these matches. Rex does not have this function.…
3 votes -
Agency Funds Account
REX needs a 'Pay Agency' or 'Accumulation' account ledger that commission & marketing funds are dispersed to once a property has settled so that funds can be moved from Trust to General as they are needed instead of every time a property settles or having multiple ledgers with funds. There are a lot of of other trust accounting systems that have this feature so I am surprised that REX doesn't offer this.
3 votes -
Xero Integration - Draft Bills
Allow the commission to appear in Xero as a draft bill, rather than a draft pay run, after completing the Xero integration function in Rex.
This is applicable where commission agents are not employees of the entity, rather they're subcontractors.
3 votes -
Ability to add custom note types
Ability to add custom note types to all note taking across all modules.
This will enhance reporting abilities. Provide insight into what has been happening in the organisation to exe team.3 votes -
Push date through with Zapier
Currently you can push through leads/contact/properties/notes that are created or modules that are updated to Zapier, however there is no option to include the change/add date with this data.
3 votes -
Reports: Add Buyer Field to Reports
Add the ''Buyers'' Full Name to fields for the [Contract Statuses]- [Unconditional in Period] Report.
Please Vote! Thanks :)
3 votes -
Add yellow to calender
Could you please add yellow to the colour pallet in the calendar.
3 votes -
Add Users so everyone so it looks the same on each mobile device for all attending & add alert 'Time to Leave' & client contact details
Add Users so everyone so it looks the same on each mobile device for all attending & add alert 'Time to Leave' & client contact details for access to make a quick call.
When setting an appointment Rex only allows to attach one User. Here, we have many appointments where more than one staff member attends. We would like to please request the ability to attach two or more Users to an appointment so our mobile calendars show all agents attending the appropriate appointments, and provides each user with location.3 votes -
haveing the option to create a vendor preview link of the property to approve before publishing the listing online
Our old CRM had the ability to generate a link for each of the listings that were interactive - showing a preview of the properties where they could look through the photos, floor plans, videos and read over the copy. a representation of how the property would look online before it was published. It was a great way to get approval before we put them online.
See example - https://barryplantballarat.agentboxcrm.com.au/contact-e4e7c153f67ea0a01372234b89c1affb-1P1520
3 votes -
Separate User Templates
In our open office environment we have access to each others templates. It would work better for us all if we only had access to our own templates. It would prevent overwriting the templates that we have specifically set for a particular task.
3 votes -
3 votes
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Finance Amount to be shown on Sales Advice
The finance amount is missing on the sales advice, however the lender and finance due date is.
3 votes -
Ability to select which photos to cycle
Currently all images cycle if set to do so. It would be great to be able choose which images cycle as the main portal image, so only the better images appear on the main portal image. Some properties include some less than ideal photos!
Thanks.
3 votes -
MATCH & REVERSE MATCH with properties that are listed with (OAB Tab) another agency
I am not sure how it works in Australia but many of us here in NZ can work with other agencies through conjunctional agreements.
We would like to be able to match all of our buyers to OAB as we can sell those properties even tho they are not our listing.
So when I run a match, all the OAB's that are currently on market will show as well as my live listing, those will be good options for our buyers and we can then contact the agent in charge and create more dollar and business for everyone.
Also create…
3 votes -
Full Custom Field integration with Docusign
when making a contract template for docusign, the standard contract fields dont quite cover everything we use at our agency,
i can add these fields through custom tabs however i cant then access them when making a docusign template,admittedly some will carry over ie. property and contact custom fields show, but listing, contract, project etc do not.
how difficult would it be to add in the remaining custom fields for integration??
3 votesWe are aware of this issue and it has been flagged with the developers.
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Auto Dialing & Power Dialer +Click to Call
I use a platfor call JustCall for big prospecting sessions. so great u can upload lists and Click to call, Auto dial, power dial, predictive dialing, sms voice mail drop, sms, bulk sms, voice mail service & reporting. If it integrated to rex that would be awesome. so last contacted date would update and notes etcetera. Not sure how this would work but I think it needs to be explored.
3 votes -
Invoices to show GST Inc Subtotal
One of our agents isn't very happy with the layout of our invoices - currently the line items are including GST, then the subtotal is excl GST. She asked if it's possible to amend the layout so that it flows better and shows a subtotal inc GST, with a breakdown appearing underneath it?
3 votes -
Creating a PDF brochure should be available to all agents and not permission locked as this is public information
Agents should want their listing to be advertised as much as possible. Other agents should not need to ask for permission to create a brochure on a published listing.
3 votes -
Letter attachments
It would be really cool if we were able to attach a pdf, so that when you merge mass letters, the PDF was attached as a second page to each letter ready to be printed double sided.
I know we can add a page break then code an image but getting the sizing etc right is really hard (especially if we want to do this for dozens of letters and change the second page every month).
Thanks
3 votes -
User's about to specify other user's to be able to send for (SMS & Emails)
We are a large team and have multiple users within the team with an admin. It would be great to be able to set up a 'admin' user for the team and specify what users you would like the 'send from' section enabled to send from, instead of the whole team.
3 votes
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