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 :)

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  1. 9 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Send emails to multiple email addresses on the same contact i.e. Multiple 'Primary Email Addresses'

    I would like to be able to send merge emails to multiple email addresses on the same contact i.e. sending a contract to a husband and wife where they both want a copy in to their email (rather than having to create them twice). So maybe like being able to assign multiple 'primary email addresses' for a contact.

    12 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Absentee Owner or Owner Occupier search function

    I tried to mail merge to absentee owners in my farm area. However the only function enabled is refined search > Postal Address > Yes/No.

    It would be great to find Current Owners in my farm area, who have a postal address set in another suburb i.e. an absentee owner.

    Please can we creat a refine search:

    Postal Address > Is / Is Not > [SUBURB NAME]

    or even better yet, a feature to determine absentee or owner occupier contacts

    7 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Pipeline CRM on Rex?

    We currently keep out pipeline on excel. Do you have a crm for pipeline properties/contacts? W

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Label / Mail Merge Export, contact names exported in seperate fields

    Would be great to allow the Label export feature to have first and last names in separate fields.

    I know it's possible to do this with full data export rights but we prefer to keep this privilege to a few and want to avoid bottleneck situations specially during seasons like Christmas where exports are required from all Sales team databases.

    Appreciate it if this could be included.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. unsubscribe

    People who unsubscribe from emails don't necessarily want to be unsubscribed from all communication. Please can we have the ability to unsubscribe from different levels of communication?

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Generate Report or List for deleted tags eg "Trust Account - Agent Name"

    Could you please let me know if it is possible to generate a report or find a list of all deleted tags?

    I am wanting to find out the deleted tags for "Trust Account - (Agent's Name)"

    I know how to check the change log for a particular contact but here I am trying to generate a list or report.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Related Contacts

    It would be great to have "Accountant" as a related contact please.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Being able to search for an address in contacts rather than typing it in

    Should be able to start typing in the address field and it automatically starts searching for the address using maps, rather than typing the full address in manually. This would stop someone to accidentally type the wrong address.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Company & Occupation

    The ability to add company name and position in the contacts details

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Adding new contact

    When using the search, if it comes back as nothing, there is an option to add new contact. If you have typed first and last name, mobile or email it will auto populate the new contact questions.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. The ability to sync all contacts to phone

    Having all the contacts in your phone is great for making calls quicky and efficienty when on the run. It's also great to have them on your phone for times when you need to share a contact with someone. Most devices can handle upwards of 50,000 contacts without any drama. Picking which contacts to sync based on their tags is important as well. This gives the ability to preclude contacts that are not needed as well.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Option to Archive instead of Trash a Contact

    When a contact is trashed, all related historical details are removed ie associated contacts, listing & properties, and the contact no longer appears in basic search results.

    For continued integrity of the historical data in the CRM, it would be great if you could chose to ARCHIVE instead of Trash.

    By doing this, all relevant information is still attached to the contact for historical purposes but the contact is no longer an "active" contact, they are marked as Do Not Contact and have an Archived status and tag.

    This means, if you search for the trashed contact (or related historical…

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Find Records Recently deduplicated through Admin- Record Deduplication - So you can clean after merged

    when you are running a manula deduplication through the admin area - you need to be able to find all records merged so you can check that the names are all correct and there is no additional fixing you need to do.

    This will save you time and if you already have a super clean database you want it to remain this way.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Re Open Home Contacts

    It would be good to be able to email the contacts from the actions button in pocket so we can email them a pre prepared email template.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Tag a contact as a favourite and display the Favourites in Pocket Rex.

    On the home screen in Pocket, a new category called Favourites would be added to the list. It would then make the frequently called contacts more quickly accessible.
    When I'm working on one transaction or one campaign I'm finding I'm calling the same person multiple times. Adding a Favourites categories would be that make easier to make the call, particularly when I'm driving...

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Tagging Contacts

    When adding in a new contact on Rex Pocket, there fields of name, mobile, etc is required of course - but would also like to add in a field straight after these contact details with the option to tag contacts under our categories if necessary, so instead manually navigating to their Contact Record, tagging can be done instantly on the same 'adding contact' page.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Contact entering

    There seems to be a lot of double clicking, double handling and back and forth when adding a new contact making it a time consuming and costly exercise.
    One single pop up screen when entering new contact/lead giving the
    Ability to add ALL owners on one page (pop-up), including, resi and postal address, address of property if investment would help speed up the process plus the ability to add a "track' without then having to select a "target" property. If you're in contact with the owners discussing a potential listing, nominating the target property seems obsolete regardless if its a…

    4 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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