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!
344 results found
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Letter Margins - ability to test margins
Currently you need to enter the pixels and then go to a letter to 'check' if the amount you put into the margins is correct.
If we could have a 'test' option from the same page to confirm if the number of pixels entered is correct it would be very helpful.
26 votes -
26 votes
Good news: we’ve recently added extra merge tags to accommodate this!
Look for the “Listing (Related Contacts” merge category when inserting listing merge tags.
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26 votes
This week saw the release of a new “enquiry” entry type for feedback entries.
This is available in the stepthrough, dashboard, main streams and of course for addition via the plus button at the top and the feedback sections on the listing / contact screen.
A new page has also been added to the Vendor feedback report to match the new feedback type.
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A cashflow report which details commissions due to office (net of GST & Franchise) split into months & details the property address & agent
A cashflow report which details commissions due to office (net of GST & Franchise) split into months & details the property address & agent
26 votesThe Cashflow Report has now been completed.
This can be located in the reporting centre under Commissions called ‘Commission Cash Flow’.
The report will export to Excel which can then be exported as a PDF if required.
For further information please contact the Rex Support Team. -
Having an option to "Snooze" Reminders
It would be great to have an option to "Snooze" reminders.
To explain this - let's say I have a call due to a contact today and I've called, but only been able to leave a voicemail message. Instead of having to edit the reminder and update the date of the task to tomorrow, if there was a "Snooze" option, that automatically moved the reminder to the next business day, this would save a lot of time.
Expanding on this, you could give users the option of setting a couple of "Snooze" options that they could select from so they…
26 votesWe’re happy to announce this suggestion has been brought to life by our developers and is now live in the system.
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Provide a 'Send Failure' message if Rex generated emails dont reach the recipient
I have had a few instances of emails not reaching their recipients due to mistakes in an email address (spelling, missing .au, etc) and it would be good to be made aware of these 'failures to deliver' much like Outlook will alert you when a message fails to send.
25 votes -
settlement calendar
It would be good to have a settlement calendar or a way to quickly see all up and coming settlements for all users
25 votesFeature has been added as a report.
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Pocket agenda for filtered contacts
After completing a filter search for contacts, we would like to be able to print a pocket agenda to make calling them easier. Much like you can when you have reminders due. Exporting them into an excel list is very messy.
24 votesThanks for the suggestions – this feature is now available! We’ve improved Pocket Agendas in several ways, and you can now generate a Pocket Agenda from a contact list view.
More info available in the blog post: https://www.rexsoftware.com/blog/feature-release-pocket-agenda-redesign/
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Label Merge
Can we please have the the label merge feature back?
24 votesHey Guys,
You can now run the Label merge from the Properties list view.
Please contact Rex support if you are unsure.
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sort property by building number first instead of unit number
For example when i do a search, it comes up with 10/101 Station road, and 9/28 Station road is way down the list.
24 votesHi Everyone,
We are pleased to announce that sorting properties by building number instead of unit numbers has now been released.Searching for properties via the search bar has been significantly improved – inconsistent spacing in street addresses should no longer have any impact and properties can now be found using just the street number (even if a lot number is present in the address).
#new_release
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Birth date search
When you conduct an advanced search to check for who has birthday's today, it shows no results unless a persons birthday is today's actual date.
There needs to be a way to filter by just the date and month of all years - This will allow agents to send out cards/emails, etc. in advance of someone's birthday.
23 votesHappy to let you know that it looks like we modified the behaviour to match this request a few months ago!
Searching for a birthday on the 28th of October 2017 will now show you all contacts that were born on the 28th of October of any year.
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Auto assigning a match profile from Leads & ofi/inspection contacts
It would be amazing for REX to be able to auto populate a buyer match profile on to a contact when it is inputted into the system from a LEAD & OFI/Private Inspection. It should populate from the property that the buyer enquired on or inspects within $50k either side.
Other CRM systems do this and it is amazing for matching buyers quickly and saves time with the agents having to manually put a match profile on to each contact. This is a must have ASAP for agents using the system efficiently and being able to confidently tell an owner…
23 votesWe launched this feature a few months ago, and will soon be following with automated campaign creation
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Ability to have two active appraisals (Rental & Sale)
In REX there is only one place to input appraisals. This has proven to be an issue for properties that are having a sales and rental appraisal with the only way around this is by archiving one and then entering the other. However, this is an issue as this information feeds to be able to create documents with this information automatically being filled. However we can only do it for one and not the other. Is there a possibility that your program can allow more than one active appraisal? That way each staff member (Sales Representative and Business Development Manager)…
23 votesWe completed this functionality as part of the Appraisals Pipeline work - you can find out more here: https://www.rexsoftware.com/updates/appraisals-pipeline
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Zero cost items in VPA schedule
We'd like to be able to create zero-rated items in the VPA schedule for a listing. This helps show the vendor we're provided added value at no direct cost to them. This includes things like standard uploads to realestate.com.au.
22 votesHi guys,
This is something we have just released.
You can now create Zero cost items in VPA and add them to invoices.
Thanks for all your feed back!
If you have further questions on this, please contact Rex support.
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Re-introduction of 'Under Contract' Banner on property photo
This will enable faster processing of incoming phone calls. Without the banner it is necessary to go into the legal tab and establish if a contract has been signed on a listing.
21 votesHi there,
This is now live in Rex.
You will see an overlay on a listing, showing that it is Under Contract.
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Financial Fields for creating settlement statement
We would like the ability to be able to insert;
- Total amount owing in invoices
- Calculated balance of Deposit less commission
To provide an accurate settlement statement to clients within seconds.
21 votesYou’ll be happy to hear that we already offer the functionality you just described! Please feel free to contact our support team at support@rexsoftware.com, they’ll gladly walk you through it.
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We need the ability to be able to search contacts via the contract agent
With this ability we can search past purchasers specific to that agent - makes christmas card lists and archive client lists a lots easier to compile
21 votesHi Everyone,
We’re happy to announce this suggestion has been brought to life by our developers and is now live in the system.
1. Go to system lists > contracts
2. Find all contracts for a specific selling agent (or listing agent)
3. Select all, go to related (contacts – include purchasers / tenants only) -
Customised Reports
PLEASE PLEASE PLEASE can we have the ability to customise reports. The current one size fits all is really inadequate. Thank you.
21 votesWe introduced Custom Reports in August of 2022 and have since added support for custom fields, and will be adding support for appraisals shortly. Custom Reports allow you to group rows, conduct aggregate calculations and to see related data all in one place. See our help article here: https://support.rexsoftware.com/hc/en-us/articles/8006627994137-Introduction-to-Custom-Reports
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Ability to save special conditions for easy add to contracts
If we could when adding contracts under the legal tab have a list of special conditions already filled out such as Build and Pest inspections it would make filling in our contracts faster and would also merge with ADL forms.
20 votesThis is now available with the addition of Preset Contract Conditions into Rex CRM.
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Filter by interest level
When you get a list of buyers from the feedback on a listing, you can't filter them based on their Interest level from the feedback.
This would be a great option for filtering your buyers based on that feedback.
20 votesGood news everyone, this feature is now available! You can read more about it in our blog post here: https://www.rexsoftware.com/blog/feature-release-feedback-filter-improvements/
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