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!
44 results found
-
Daily email for reminders for overdue tasks/scheduled sends for that day
It would be great if an email could be sent every morning to the allocated user containing all of their individual overdue reminders/tasks/tracks. The email would ideally also include an overview of any scheduled sends for that day.
1 vote -
Reminders to automatically default to the person entering the reminder instead of record owner
Reminders to automatically default to the person entering the reminder instead of record owner
13 votes -
Completed reminders/track item to show on stream as added by assignee
If a reminder or track is assigned by one person to another, when the assignee ticks it off the entry on the stream should be "added by ASSIGNEE"? ie the person who actually completed the task. It currently reads as if the person who added the reminder/task did it.
1 vote -
Be able to change "default" settings in reminder
We should be able to set the "default" settings for reminders.
Most types of reminders are phone calls than Tasks.
Or it should not be a dropdown option but maybe a tick or select option.Dropdown is time consuming.
3 votes -
The days reminders sent direct to the user in a summary email at the start of the day
Every day, an email could be sent direct to the user of the day's new reminders - in a format like a spreadsheet, with the tasks needed to be follow up including a description of the reminder in the email. The email could come through early in the morning and provide a snapshot on the most important reminders to work through for the day (before opening rex or pocket).
This setting should be available to induvial users as an "on/off" setting.6 votes -
Reminders Notification
It would be useful to have an alert/notification pop up on the day/s you have any reminder/s due, similar to outlook (a notification pops up to reminder you what needs to be completed). Instead of having to manually go into your reminders it would be helpful for a notification to appear to prompt you to complete all outstanding reminders in Rex.
3 votes -
Anniversary Track With Number Of Years
Hey guys!
I absolutely love your reminders for anniversaries on sales, but I wondered if you'd be able to add a feature to this where Rex counts what year it is since it was sold? Make life easier. I can never remember if it's been two, three or four years and it gets worse the longer it goes on.
Cheers!
Brent from RealWay Bundaberg.2 votes -
Create a Reminder when entering a note
Have a tick box within adding a note section so that if you add a note when talking to someone, you can tick the box to create a reminder to call that person back if need be. Instead of double handling by creating a note then creating a reminder.
77 votesHi all, we’d love to consider this idea but may need a bit more input:
- If a reminder was auto-created from a note via a checkbox or similar, what would you want the due date set to be by default?
- Would you ever want to change any other details of the reminders or need more than just a checkbox (aka would you want to change priority/date)?
-
Reminder description
It would be helpful if we can increase the amount of characters allowed in the description of a reminder.
1 vote -
I would like to be able to sort rex contacts to show me all contacts that dont have a reminder set to ensure no contacts are sitting idle
I would like to be able to sort rex contacts to show me all contacts that dont have a reminder set to ensure no contacts are sitting idle within my database
36 votes -
Reminder
In the reminders when your setting a reminder, it allows you to choose its priority as default, low or Hot.
When HOT is selected on the day that that reminder pops up on the dashboard, i feel it should pop up at the top of the reminders list. At the moment it doesnt pop up at the top its just flagged as HOT...
I like to flag them as its a reminder to follow them up FIRST, but would be helpful if it was at the top of the dashboard list.
4 votes -
Setting reminders default to show all outstanding tasks not just todays tasks
Can we change this default setting to ensure all overdue and current reminders are present in the agent dashboard? It makes no sense to have outstanding reminders hidden as they still need to be actioned and it creates a situation where tasks are getting missed. I can see from the above request search there have been multiple users bring this issue up and the idea has always been rejected. It makes no sense at all to ignore overdue reminders, what is the point of reminders at all if you only see what is due on a given day not what…
3 votes -
Completing reminders inside a contact record
When completing a reminder inside a contact record - would be great if it popped up and asked if you would like to leave a note as it does when you complete them from reminders area. just think this would be great workflow.
0 votes -
Alerts for recurring appointments so they can be ticked off as completed
When adding recurring appointments the new appointment is then sets rom the day the previous appointment was ticked off as completed. This then makes it useless if the appointment wasn't ticked off the day it was due. Could there be an alert that comes up when the appointment is due so that if it is completed it can be ticked as completed which will then make the recurring reminder fall as it's supposed to.
1 vote -
Add a task without assigning it to a specific contact or property
Without having to specify a specific person or property to attach to a reminder, admins and agents can then use reminders like a checklist for themselves, prompting the agents to use this rather than their own diaries or other external programs for their other tasks.
8 votes -
Notifications for pocket
To have notifications for all your own reminders so they're like pop ups so we remember to do them. Kinda Like how outlook pops up your reminders... lots of my aps have send notifications - is this able to come into pocket at all pretty please?
70 votes -
overdue count
Can we please have an overdue count show on the dashboard so important reminders are not hidden after two weeks.
9 votes -
We don't want users completing certain reminders assigned to them
At the moment a user can complete any reminder that is assigned to them. In most cases this is fine, but in some instances it would be better if they couldn't. An example would be contract dates - at the moment a user can mark a contract as unconditional or settled when we would prefer an admin user to do this. It would be good to have an option for reminders that are assigned to a user, but can't be updated by them.
42 votes -
Add a secondary person to assign a reminder to.
Add a secondary person to assign a reminder to. This was for PA's they can get the reminder to follow through on the task but the sales agent can get a reminder also to keep in touch with what's happening with their clients.
39 votes -
Add Reminder button within Stream/Stepthrough view.
I personally love the stepthrough for reminders.
What would be fantastic would be once you're in the stepthrough, either at the bottom of the stepthrough underneath where you would tick off the task, or within the Stream tab instead of the Reminders tab, the button to add a Reminder instead of a note so from the one screen you can add a follow up reminder.Currently to do so it's a case of clicking out of the stream and then into the Reminders to then add a reminder and select the date for follow-up.
With the functionality of an "Add…
4 votes
- Don't see your idea?