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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 :)

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117 results found

  1. 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
    thanks

    1 vote
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    2 comments  ·  Contacts  ·  Admin →
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  2. 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
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  3. 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
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  4. Campaign uploads

    A simple upload from a spreadsheet of homes that are currently on the market straight into a campaign (ideally shareable between multiple users) that agents can access on pocket when doing doorknocking. Along with this reporting function of how many of the address in the campaign have been reached/amended/MA's booked from/Income from etc

    6 votes
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  5. Pipeline feature also under contacts

    The pipeline feature looks great but limits usage to only selling property - as agents are increasingly moving towards buyers agency - this should also be copied over as a feature to "contacts"

    4 votes
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  6. 4 votes
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  7. Open house contact entry

    Is there any reason why a person attending an open house with someone else cannot be added as a related contact at the point of entry in Pocket rather than just as an additional name on the primary contact which is clearly creating bad data?

    3 votes
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    1 comment  ·  Contacts  ·  Admin →
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  8. Commercial automated match profile & default mailing list

    Commercial automated buyer/lessee match profile adding the match profile, property requirements based on the enquiry property, adding to default mailing lists.

    4 votes
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  9. Better contact grouping

    We need to be able to categories contact in more than just company and person.

    We should be able to have separate lists/ groups for:
    Tenants
    Vendors
    Past Owners
    Past Tenants
    Solicitors
    etc

    or have the capability to create groups ourselves. It's not enough to just assign to a user when enquiries online get placed into the contacts with our important contact etc

    2 votes
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  10. That the same merge tag fields be available across both Listings and Contacts

    Can you please add the merge fields currently available under listings to contacts as well. We generated a great SMS template under listings which includes: listing address, auction date, time and venue, live auction link and agent name. However, more often than not, we are sending these to a bulk list of contacts, rather than one at a time, and need to send this from contacts. As these fields aren't available under contacts, we currently have to generate a manual SMS for each listing.

    7 votes
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    1 comment  ·  Contacts  ·  Admin →
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  11. Add Company and Position fields to the Indivduals Contact Card

    When Entering a new contact it would be helpful to have fields where in addition to the individuals name and phone number you could also record the Company they work for and their Position within the company. In commercial real estate we often deal with corporates and have contact with multiple people within the same company ie: Managing Director, Head of Property, Head of Developments. I know you can add a Company and then link people but this would be easier and very helpful

    2 votes
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  12. Add 'Address' to Sort By in Contacts List

    When searching a street in Rex and viewing the multiple contacts with an address in the street. Add a feature to be ticked where you can sort by Address (Name and or Number).

    3 votes
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  13. enquiry link that is coneected to an agent and can be sent via text to an enquiry so they can add their details and match preferences

    Create a html link/qr unique to an agent that can be forwarded to an enquiry on the fly allowing them to enter their details and match preferences including specific property (not mandatory) which goes directly into rex linked to the agent. Would be awesome if it could be done out of pocket too.

    3 votes
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  14. Address line visible from Contacts view

    In order to make relevant calls to relevant contacts, the address fields should be visible from the contact view in Rex desktop.
    This would allow prospecting, tagging, adding reminders, etc based on address.
    Whilst Related Properties is a function in Rex, a large imported database needs time to add these, and the use of this field would aid the data entry process as well.

    1 vote
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  15. Address line visible

    I have Reminders in my list which are anniversary calls but they don’t have the property address.

    Can this be added to this view? Both in Rex desktop and so we can make our calls from Pocket which is the easiest way to make and log a call at the same time.

    I have to click into the Reminder, click again into the Contact, then scroll down to see their address in the field.

    1 vote
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  16. Add Company and Position fields to the Indivduals Contact Card

    When Entering a new contact it would be helpful to have fields where in addition to the individuals name and phone number you could also record the Company they work for and their Position within the company. In commercial real estate we often deal with corporates and have contact with multiple people within the same company ie: Managing Director, Head of Property, Head of Developments. I know you can add a Compnay and then link people but this would be easier and very helpful

    1 vote
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  17. Add STATE to property address preview from Contact screen

    From the contact screen, I often click on the property (pop up preview) and copy the address here and paste it into the contact address field which is a quick and easy alternative to not having a tick box that might do this for you, but as it doesn't show the STATE (ie. QLD), I need to manually amend the address for the contact to include this which is time consuming when you are doing a lot of data entry.

    1 vote
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  18. Option to pick Solicitor

    Hi, some soliciting companies we work with have so many emails. There should be an option, when adding solicitors to related listing contacts to add the company then select which solicitor is looking after it aka which email address to send correspondence too. Perhaps in a drop down option. So from listing screen I can easily see which email to send correspondence to.

    1 vote
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  19. Contacts

    When adding a contacts have a mandatory drop down to be able to select what type of contact they are, applicant, vendor, landlord etc.

    2 votes
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  20. Custom Interest Level

    Currently there is 'cold, warm, hot' as interest levels associated with contacts. It would be good to add in one more option 'uncontactable'. We don't know if they are cold or hot yet as we haven't been able to get hold of them. By marking them uncontactable we can then report on how many leads come through and what % were uncontactable.

    1 vote
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