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!
115 results found
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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 -
1 vote
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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.
0 votes -
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 -
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 -
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 -
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
4 votes -
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 -
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 -
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 -
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 -
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 -
Filter Contacts with missing address or postal address
Once again this would be handy before doing any bulk mergs to filter all your contacts with a missing address or postal address so you can correct them before doing a bulk letter merg.
0 votes -
Search for OFI attendee by phone number
Field for number keys instead of generic iOS/ Android keyboard - when adding an attendee.
1 vote -
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.
28 votes -
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.
10 votes -
Addresses in Sales Advice
Contact Addresses to show state and post code.
Currently only shows street and suburb.1 vote -
Job Title
It would be helpful if there was a field we could record a Contact's job title.
8 votes -
Entering Duplicate Contacts - Open Homes
Hi there, when you type a contact name slightly differently but the phone number is the same, a duplicate notification comes up with the option to 'add anyway'. If in fact it is a duplicate, it is very annoying having to then get out of that screen and retype the name that is already present in the database.
Would it be possible to add another option where you can check the person in using their details that are already in the system within the same screen? I.e. when you get the duplication notification, there is a separate button where you…
3 votes -
Contact Group
Hi! I would like to suggest a REX contact group option. This would be handy for our tracks when sending emails through REX from Sales Agents to our Admin team. We currently have tasks that are set to email which we'd then send an email template from but there is only the option to add individual contacts from it. We use many distribution groups within our outlook email on a daily basis and I believe this could be beneficial from our CRM.
1 vote
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