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!
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Create a Reminder when entering a note
Have a tick box within adding a note section so that if you add a note when talking to someone, you can tick the box to create a reminder to call that person back if need be. Instead of double handling by creating a note then creating a reminder.
73 votesHi all, we’d love to consider this idea but may need a bit more input:
- If a reminder was auto-created from a note via a checkbox or similar, what would you want the due date set to be by default?
- Would you ever want to change any other details of the reminders or need more than just a checkbox (aka would you want to change priority/date)?
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Share contact/call Info from my phone to Pocket app
A feature in Pocket that would allow me to share a recent caller (ie: their phone number) who was not previously in my database with Pocket.
This would then send the new callers phone number to Pocket and it would prompt me to create a new contact.
Alternatively, a method to add the name and phone number from my phone directly from my phone into Pocket.
10 votesThanks for the suggestions everyone. We’ll take a look at potentially implementing this one and let you all know if we progress forward.
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Add youtube video to newsletter
It would be great if you could add a video to the newsletter much like how Active pipe and others will allow you to.
Activepipe has an integration directly with our youtube account so you just click add video and all the agency videos are there to choose from.
9 votesThanks for the suggestion! We are currently looking at ways to more easily embed video links into emails & newsletters and will hopefully solve this in the future.
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A report for enquiry source
A report that indicates the most successful to least successful inquiry source. For example it could allow you to see if domain is providing more enquiries then realestate.com is. This could be show in a pie chart or bar chart also.
16 votesThanks for the suggestions everyone! We’ll be looking at ways in which we can support this, as we agree that better exposing enquiry sources provides a lot of value. We will keep everyone posted if this feature progresses.
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Under Contract Properties Appearing on the Dashboard Stream
The issue we (and many other offices) face is that we are wasting time promoting listings which are under contract and/or no longer available. This is because we don't receive a status change on our dashboard streams.
We think having the ability to show under contract listings on the dashboard will be very beneficial. It makes sense to think if a property is under contract, then the status of the listing has changed and is should be updated to reflect this.
The dashboard already has the option to filter property status changes, but, for some reason 'under contract' does not…
166 votesHi Heinrich,
Our developers thought very highly of your suggestion. It hasn’t been approved just yet (as the developers are still brainstorming possible ways that it could be implemented into the system) but we’re hopeful it will become a future Rex feature at some point down the road.
Thanks again for your great idea, and taking an active interest in the development of Rex.
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Add functionality for adding an appraisal source
An extra drop down box for the appraisal source when entering an appraisal so the office can track where the appraisals are coming from.
Is very handy for offices that pay for marketing and need to be able to track the effectiveness of their campaigns.
28 votesThe suggestion you posted was a hit with our developers. They loved the idea. It hasn’t been approved for development just yet (they’re still brainstorming ways it could be implemented) but we’re all very hopeful it will become a fully-fledged Rex feature in the future. Thanks again for your great idea, and taking an active interest in the development of Rex.
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Report for OAB
It would be good to see a report focused on OAB's to be able to easily identify:
Market Share and who your competitors are.
OAB's that could be coming out of authority very quickly.
113 votesHi Cherie,
Our developers thought very highly of your suggestion. It hasn’t been approved just yet (as the developers are still brainstorming possible ways that it could be implemented into the system) but we’re hopeful it will become a future Rex feature at some point down the road. Thanks again for your great idea, and taking an active interest in the development of Rex. -
Track Dates
Currently you can set tracks according to:
a. a start date, and
b. forward dates.
Track functionality and usefulness would be significantly advanced it you could:
a. Specify actions according to key dates associated with the listing record (i.e. listing date, expiry date, contract date, expected unconditional date and expected settlement date), and
b. dates could be calculated forward and back from a these dates.
We were able to do this in our previous software and it was great . . .
70 votesIt looks like there’s 2 requirement requests going on here:
1. Triggering addition of tracks based on an event.
2. Having reminders that are attached to floating dates (e.g. unconditional date, settlement date etc). E.g. 3 days before unconditional.Would be good to get some more info on both of these items.
1. Regarding triggering addition of tracks based on events:
- Presumably you want support for this in multiple modules. If so, is it all modules or just some?
- For each module, what are the events that you think should be supported for triggering track addition?
- Is this an automatic process or is the user prompted to add the track when the event occurs.
- If the desire is for the track addition it to be automatic, how do we deal with questions like which contact should a track be attached to in a listing or property that includes multiple contacts…
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Forwarding Previously Sent Emails
Once an email has been sent through Rex and is showing in the client stream, it would be great to be able to have an option to forward that original email (with attachments) rather than starting a brand new email if we need to resend that same information to the client.
120 votes -
Ability to differentiate between a Rental Appraisal and Sales Appraisal
It would be great to have a button the appraisal section which allows us to show whether it's a rental appraisal or a sales appraisal so that if you have two teams working off the same database, one being a rental team and the other a sales team, then you can differentiate between their appraisals.
85 votes -
Dashboard for residential only viewing
We would like to see only residential information on dashboard for residential sales people and likewise for the rental department. My dashboard is clogged up with all rental listings and information
124 votesThe suggestion you posted was a hit with our developers. It hasn’t been approved for development just yet (they’re still brainstorming ways it could be implemented) but we’re all very hopeful it will become a fully-fledged Rex feature in the future. Thanks again for your idea, and for taking an active interest in the development of Rex.
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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 votesHi Andrew,
Our developers have taken another look at your suggestion and have officially put it under review! Whilst it hasn’t been approved just yet (as the developers are still brainstorming possible ways that it could be implemented into the system) we’re hopeful it will become a Rex feature at some point down the road. Thanks again for your great idea, and for taking an active interest in the development of Rex. -
Can we add the 'test merge' feature in the template section again please
So you don't have to find a contact or property to test the letter/email settings and you can test the letter/email in the same screen so you can see finish product in case you need to edit things...
39 votesThis is semi complete with a recent release. You can now preview how content will render to a letter (the system will fully render the PDF with letter head etc. if appropriate).
Sample merge tag data at this stage is still not supported.
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'View all in a list' to be available for searches with more than one result
This used to be available before the search bar redesign but now creates a lot more clicks to get to a list of smaller complexes or maybe two contacts that you want to merge. The cut off is currently three, when four or more results are returned you get the 'View all in a list' appearing otherwise you are forced to go to Properties > Properties > Filter > Apply Filter or Contacts > All Contacts > Filter Contacts > Apply Filter. For such a small change this would be a great time-saver for us.
15 votesThanks for the suggestion. We’ll be looking at tweaking this for a better user experience and will keep everyone posted.
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Sort VPA items by most commonly used by that supplier - set the inventory up how you want
In the adverts and packs list where you add the supplier and items , being able to arrange these items in an order you want would be great.
It would mean when selecting the items in a listing the ones you used the most can be put at the top.
305 votes -
Automatic Vendor Reports
Set up automatic vendor reports to go out weekly/fortnightly (as desired by rep depending on market conditions) - buyer inspection notes, price feedback, home opens completed, marketing completed etc all collates into one report.
We may need to enter internet hits the morning before they go out (eg. import CSV files from realestate.com, reiwa, domain.
Enable agent comments - so we can enter a comment the morning before they go out on what has happened in the market since the last report, agency news etc (goes onto all vendor reports not individual)
We have just changed over to rex and…
4 votesGreat suggestion Naomi. We’d definitely like to explore the feasibility of implementing something like this, but there’s a fair few things to consider.
We’ll keep you posted if the feature progresses.
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Ability to reverse 'locked' status against contracts
Allow users with a specific privilege to reverse a 'locked' status against a contract.
Sometimes mistakes happen! It would be great if we could reverse these if absolutely required.
24 votes -
VENDOR REPORT - Have a start date option
Have a start date button when generating vendor reports. Time-consuming to have to check where the last report ran to every time we do them.
It will save the vendor from keeping multiple reports and quicker for the agents.
8 votesThanks for the suggestions guys. We’ll look at what we can do to make vendor report date ranges autofill a bit more intelligently.
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Add in Dormant Status to Hot Warm Cold ranking
We need a new "dormant" status which reflects contacts that are in the database and should receive passive marketing information but should not be actively marketed to / contacted by sales people.
This will help by discerning between unresponsive leads and long term cold leads which must be followed up.
This status reflects a comfortable middle ground between a "DNC" status and a "Cold" contact.
29 votesHi Grant,
Our developers thought very highly of your suggestion. It hasn’t been approved just yet (as the developers are still brainstorming possible ways that it could be implemented into the system) but we’re hopeful it will become a future Rex feature at some point down the road. Thanks again for your great idea, and taking an active interest in the development of Rex.
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