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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  • My feedback
  1. Only see the correct tracks for the correct module

    Right now you can see all tracks for all modules even if, for example, you're trying to assign a track to a contact, you can still see all the tracks for all the modules (contacts, listings and properties). It's annoying to have to sort through them all and it seems like an easy fix.

    I think this will impact the learning curve for new agents and new users.

    3 votes
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    1 comment  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  2. Track note

    It would be great if you introduced a way to add a note within a step in a track so for example you could add a phone script instead of a letter or email.

    1 vote
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  3. Task assignee should be based on job role, not person specific

    When creating or editing a Track we should have the option to make the assignee of a Track a job role, eg. Sales Admin, Reception etc. So when a staff member leaves the Track is still associated with their role and not their name.

    4 votes
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ad Text Merge Tag For Email Templates

    It would be great to have a few extra merge tags added for listings templates.

    The ability to add the Default/Long/Short Ad text as a merge tag in email templates would be of great benefit.

    This way, we can send the Ad text in an email so that whoever wants to get a change done they can email the current text (With Changes) and it is recorded on their file for all the ad iterations.

    3 votes
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  5. Default Font for Templates and Merges

    We would love to see a set and forget type option where you set up a default font for merges across the entire account. This would stop a lot of different font types in emails and letters.

    18 votes
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    4 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  6. Ability to add image to letter

    It would be great to have the ability to add an image directly to a letter merge template rather than having to create a template as an email, copy the template and pasting into the letter template.

    29 votes
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    1 comment  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  7. Reports - Find Contacts and properties with no active Tracks

    To have a report that would search through all contacts and property that has no assigned or current active tracks

    17 votes
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    1 comment  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  8. Tag feature for letters commonly used

    Favourites tag for letters commonly used would be helpful rather than trying to remember the name of each letter

    1 vote
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  9. 1 vote
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  10. ability to add a track from the contacts/properties/listings pop out box

    It would be great to be able to add a track without having to necessarily click in to the associated file and have the ability to do it from the pop out box.

    The fact that you can currently send an email, add note, add reminder, or add email suggest that it shouldn't be to hard to add this feature

    1 vote
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  11. AUTOMATED EMAIL TRAIL:

    You have a new client.

    Perhaps they're a buyer for one of your new listings.

    So Rex has a box where you've got numerous email trails set up and you tick the correct one for this particular property allowing you to automate your communications with the buyer to some extent.

    There'd be a first email that perhaps thanks that person for registering and provides an extra detail about the property that's not been revealed to the public yet.

    Email 2 might be a snapshot of the queue waiting to get in at your first open house.

    Email 3 might be…

    3 votes
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  12. Account Sale with GST showing

    We are in Victoria and some conveyance has asked to add the GST information into our Account Sale.

    4 votes
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    1 comment  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  13. Hover over merge fields on Templates to make sure you have the correct one

    When there are multiple clients with the same name you cannot tell which one you want in the merge field. Hovering over the name allowing the email / phone / postal address to show (depending on the merge) which one is correct

    4 votes
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  14. Set dates in tracks rather than number of intervals.

    Specific times are important when dealing with personal situations in tracks.
    Handy for Xmas,Birthday, season articles and much more

    4 votes
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    1 comment  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add option to print Track Templates

    A feature that allows you to print off the track listing so that you can discuss and then duplicate to create your own that allows it to be suited to your requirements.

    Print screen is not a very user-friendly option, as it looks messy & cuts out some of the finer details.

    0 votes
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
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