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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  1. 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 →
  2. 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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  3. 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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  4. 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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  5. 1 vote
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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. Weekly Contact Follow Up Report

    Is your system able to generate a weekly contact/follow up report to show how many contacts an agent conducted? for example, the agent is managing 50 appraisals at moment, we'd like to see a report weekly which is an excel format to show property address, first contact date, last contact date, number of contact by email, number of contact by phone calls, appraisal date, appraisal range etc.

    1 vote
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  12. adding an address box when entering clients

    When adding a client into the system, It would be handy to have the address field as well. I was entering in a solicitor but only had the option to fill in name, contact number and email address. I then had to search for the client/solicitor enter the address then go back to the screen I was on and finish doing what i was doing.. this would save time and not having to go back and forth. This idea would be great for when adding every client. See attached.

    3 votes
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  13. More options in the pop up box when adding a contact

    It would be great if there were more options in the pop up box when adding a contact. This would prompt the agents/admin to enter more information and it would be easier for them to have a clean database.
    For example they could be prompted to: change ownership; add as a related contact to a listing/property; add mailing list; add system tags.
    If they are prompted at the time of adding a contact they are more likely to enter this information.

    1 vote
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  14. Add notes to listing when booking an appointment

    When booking an inspection against the contact it would be beneficial if the property chosen was automatically updated with the contact

    1 vote
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  15. Adding company name to contact

    Many commercial enquiries come from an individual but are on behalf of their company, there is no way to link them together at present

    3 votes
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  16. Search for OFI attendee by phone number

    Field for number keys instead of generic iOS/ Android keyboard - when adding an attendee.

    1 vote
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  17. Mass deduplication

    At the moment, you can only view 10 duplicates on a single page. There is also no way to filter said search to owning users.

    Would be great to view more duplicates at once, and also filter owning users.

    25 votes
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  18. Addresses in Sales Advice

    Contact Addresses to show state and post code.
    Currently only shows street and suburb.

    1 vote
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  19. Job Title

    It would be helpful if there was a field we could record a Contact's job title.

    8 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Search Contacts by Legal Name

    Please add ability to search by legal name in generic search bar. We have a number of Asian clients who have “English names”. English name goes in name field as this is preferred way to address them by phone but when we need to search the other we can’t find it. If you combine both names in the one field it messes the search and won’t pick up either.

    4 votes
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