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!
8 results found
-
Filter Records by Certain Track or Lack of a Track
I think its important to be able to find all contact without an up and coming reminder or track associated to them. This way you can make sure people don't slip through the cracks
41 votesYou can now search for contacts, properties and listings that have no active tracks or that have specific tracks applied.
You can use our new AI filters with a prompt like "No track applied", "Doesn't have track" or "Has {track name} applied".
You'll also find the filter in the advanced filters section of each module.
- For "no track applied" - search "Active Tracks - Track" "is empty"
- For specific track applied - search "Active Tracks - Track" "is any of" The track name
-
Tracks - Being able to choose the order of the reminders within the track
We would like to use the tracks as a checklist in listings and currently they can't go in any order.. Having that option is a crucial factor.
18 votesWith the recent release of our enhanced reminders functionality we're happy to say that you can now use tracks as checklists and set the order of how reminders will appear https://www.rexsoftware.com/updates/enhanced-reminders
-
Tracks - ordering/numbering tasks that are on the same day
Currently, there is no way of ordering tasks which are due on the same day. They appear in a random order. We've had to resort back to paper checklists to do things in order.
147 votesWith the recent release of our enhanced reminders functionality we're happy to say that you can now use tracks as checklists and set the order of how reminders will appear https://www.rexsoftware.com/updates/enhanced-reminders
-
Sales Advice - Remove commission
I would like to be able to add or remove a commission amount on a sales advice.
15 votesThanks for the suggestion. There is now an option when generating a sales advice as to whether you want to include the commission details or not. Additionally, you can choose include or not include the buyer’s and purchaser’s details.
-
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 votesWith the recent release of our enhanced reminders functionality we're happy to say that you can finally assign reminders to user groups: https://www.rexsoftware.com/updates/enhanced-reminders
-
Repeatable Reminders &/Or Announcements
It would be great to have the option to set reminders and Announcements to be able to repeat - either on a set time period or when a task is completed.
3 votesWe’re happy to announce this suggestion has been brought to life by our developers and is now live in the system.
-
Page Break Letter Templates
Page break should be a feature in the normal set up area of Letter merges rather than having to use the "HTML" page.
5 votesHi guys,
This has since been released.
Please check with Rex support on how to perform this.
-
Attaching templates to tracks
With this feature you will be able to attach a letter directly to an activity reminder item allowing you to merge the letter etc directly from the dashboard when completing an activity.
0 votesThis one’s quite old and is available in new Rex :)
- Don't see your idea?