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!
1310 results found
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Filtering Contacts by TRACK
If one of the search criteria could be: 'has current track' or track: 'Pipeline A' to filter contacts it would then help run reports (which don't exist) or group the data required. Tags are fiddley and an extra step where as contacts with tracks have a purpose, then filtering those contacts makes keeping on top much easier. From an admin and salesperson perspective this is advantageous.
1 vote -
vendor report OFI graph to have actual OFI date labels
have the graph to be accurate with OFI date labels under each spike
1 vote -
what is a contact
Hi the 'last contact' feature needs to be changed or a 'filter' added to the reports.
a contact should only be call, meeting, etc... NOT bulk email, bulk sms ...these are not ligitimate contacts and do not help us track who we haven't spoken too.
the alternative is to add a filter of last contact and the agent can select what they want to be counted. I have worked in sales for 30 years and no agent would consider bulk emails, match emails , bulk sms as contacts
thanks1 vote -
E-Brochure Required Info - Tax Band/EPC/Leasehold Rates
The ground rent/service charge/lease remaining information as well as the EPC and actual Tax Band should display somewhere on the E-brochure if entered into the specific sections allocated in the record, whether as part of the Key Details or a separate section, especially with the increased regulations coming into the UK over displaying this information. Currently this has to be duplicated into into the description text to have it appear in the e-brochure.
1 vote -
email attachment
Is there a way to be able to copy attachments to the REX contact straight from an email rather than having to save the attachment in a file and then upload as this would save a lot of time especially when working remotely
1 vote -
have emails return through rex to ensure a complete record is kept in rex
have emails return through rex to ensure a complete record is kept in rex
1 vote -
Create a shareable contact link on Rex App
The same way a record permalink is shareable as a link for Rex on web. Please create a shareable link/feature on Rex app.
1 vote -
Contract Sending/Opening Tracking
It would be great if contract tracking was an option. For example, anyone who was sent a contract, who received a contract and who opened a contract for a particular listing could be searched and a report generated.
1 vote -
Newsletter Merge - For Agents name/details
As we have mailing lists with different agents clients on it, we need to be able to use merge fields so that when newsletters are sent they are agent specific
0 votes -
Owner & Vendor
Owner and Vendor is the same thing. Suggestion would be to enable Vendor to be selected from a Contact, with also the Vendors Solicitor in the field. We use repeat vendors using the same solicitor and having to double entry this all the time.
Also would be beneficial to be able to select Solicitor from dropdown or autosearch section
0 votes -
Auto fill Contact name when searched & they are not there
Just like when you are adding related contact or Property - you type in the name or Address and if they aren't there you can Add and it auto fills with what you have already typed there to search for... Add this same feature to the main search bar because now when you type in a name, its not there, you add it, you then need to write out that name again... I have older salespeople so the less typing for them the more they will actually use the system. Thanks!
0 votes -
The ability to add booking date when adding a VPA package
The ability to add a booking date when adding a VPA package rather than manually having to do it to each line item after-the-fact.
0 votes -
Rental property 'per night' rate (holiday homes)
It would be great if there was a way of adding a 'per night' rate on the appraisal tab and when you list a property for rent.
We have holiday homes that go per night as well as weekly so would be great if that was possible.0 votes -
AGENT LEDGER's must be printable
Agent Ledgers MUST be printable, otherwise it is difficult to have agents check and approve their payments.
0 votes -
Ability to add Listing Search to other pages
It would be great if we had the ability to add a full Listing Search function (similar to the one on the home page) to other pages within the site such as the BUY page. If this could be added as a widget or short code, even better. Cheers
0 votes -
Ability to switch between billing details for invoices.
When updating Billing details under Admin > Agency Setting and Branding it would be great if you could nominate multiple options and then have the ability to switch between theses options when creating invoices.
0 votes -
Pocket Agenda -
Can we please merge or group a lot of the following suggestions into one feature request please - else voting is spread too thin to make a difference.
Then post through REXperts maybe to let people know to go and have another look and vote of they feel worth it.
0 votes -
Select "Related Contacts" as a header on the Property List
Select "Related Contacts" as a header on the Property List. This would be useful as our relationships are with the owners/buyers and it is easier to associate the property as significant (eg to Tag) when the clients name is seen.
0 votes -
When a lead is allocated to a new Contact, the permissions should be given to that agent to update that Contact.
When a lead is allocated to a Contact, the permissions should be given to that agent to update that Contact. Or more simply, that agent gets ownership. Makes sense really.
0 votes -
Keep Match Profiles active even if newsletters are not delivered
Keep Match Profiles active even if newsletters are not delivered
0 votes
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