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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  • 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 :)

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  1. Completed date for reminders

    When you have a reminder that is part of a track it would be ideal if the completed date was added to the reminder when you tick it off instead of the date that the reminder was set for. Most of the time the reminder date is set ahead as you are just "guessing" a date as it is part of a track that asks for in how many days is the reminder due from adding the track.

    4 votes
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    0 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Mass Action to change due date of reminders

    Creating a feature that allows the change of the due date for reminders in a set of records to be updated in bulk.

    8 votes
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    0 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Print detailed Reminder Call List

    Can we print off call sheets (reminder calls from the dashboard) which will have the following:-
    1. Contact details of owner, but not email.
    2. Address of property they own/ or property they may be selling.
    3. If they own an investment property the address of that property aswell.
    4. Last entered note on stream.
    5. Type of property eg, house, semi, unit.

    10 votes
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    4 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Choose the default 'Assign To' with reminders (instead of being 'record owner')

    When setting reminders, the default 'Assigned To' is 'Record Owner'. I would like to be able to choose who I have as the default. Personally, I would prefer the default to be me instead. Almost every reminder I set is on my own contacts which means I never change the assigned to selection. However, every so often I assign a task on contacts that belong to property managers when they ask me to do sales tasks and its so easy to accidentally assign it to the record owner in the rush to get tasks done.

    23 votes
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    5 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi all,

    This default is in place to deal with scenario’s where members of admin staff, pa’s and other staff members are scheduling reminders on behalf of record owners. It also helps to ensure that when record’s change ownership, so to does the responsibility of executing on the tasks themselves.

    Happy to hear thoughts on how you think us updating the default to run off “yourself” would reconcile with the existing use cases and / or any alternative way’s of dealing with this you might have in mind.

  5. Have the ability to search (my contacts) and view all that do not have a current reminder set.

    To have the ability to search (my contacts) and view all that do not have a current reminder set. (missed opportunities). Assist on staff changeover to reset all enquiry ensuring we have follow up calls set.

    11 votes
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  6. Reminders to have a "Due Time" option

    In addition to reminders having a due date, it would be helpful if they could also have a "due time" associated with them, so on the day the reminder is due, at the scheduled time, some kind of notification is made to the user (pop up window, Facebook-style notification at top of screen or something similar), so that they know they have to do that reminder.

    This is different to an appointment, as there is no "end" time for the reminder - it's just a task that needs to be completed at a particular time.

    This is useful, for example,…

    23 votes
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    1 comment  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Bulk re-assignment for Reminders within Tracks

    When there is a specific person against a number of reminders in numerous tracks, it would be a good feature to be able to bulk re-assign that person to another person. I know this feature is against reminders in general, but it doesn't work for people listed within the track templates.

    15 votes
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    1 comment  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Reminders and Alerts to phone

    One thing I've found missing from the Pocket Rex app is alerts for any set reminders/appointments.

    Eg, When you receive an inbox on Facebook, you get an alert.
    ( Tone, torch flash and notification panel ).

    Right now, it seems the only way to be reminded of your appointments and reminders is by having the app open and constantly checking reminder times.
    I currently work around this by setting an alarm on my phone for 15 minutes before the appointment so I get reminded of it.

    Having a message tone, torchlight flash, ect, 10-15 minutes ( obviously would need to…

    1 vote
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  9. Calendar reminder

    When setting a reminder and selecting the date it would be more effective to have a calendar view to select the date vs a scrolling menu - that way you can see what day it is also, not just the date.

    16 votes
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    2 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Contingent Reminders

    A reminder that is contingent upon a certain action taking place. For instance, when I mark a property as sold, I would like to be reminded to contact other properties in my database (in the same suburb) to let them know.

    As we know, a lot of the moves we make in real estate are dependant on certain events taking place. Therefore, it would be great if our reminders had this functionality.

    3 votes
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  11. add appointments tab on the left side of home screen like the app shows.

    there is no where to remind us to tick off appointments like reminders on the desktop.. there is on the app only

    1 vote
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  12. Contract Date Reminders

    I would be great if you could set tracks to look for dates within a contract. For example, you might want a reminder to send an email 1 week after a contract was supposed to Settle. Because contract dates can be different, you can't use the current way a track assigns. But if you could select contract dates - in this case 1 week after 'Settlement date' - it would change based on the contract.

    26 votes
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  13. change phone reminder's default "note type" to phone call

    it would be good if the default "note type" for a phone call reminder was set to default to phone to be able to track the number of calls made.

    It currently is set to default note, which doesn't add to the calls tally

    3 votes
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  14. 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.

    40 votes
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  15. An ongoing pop up reminder when you enter a property/client card to remind of an ongoing action

    An ongoing pop up when you enter a property/client card to remind of an ongoing action. Ie Email both vendors. / No Inspections on weekend

    1 vote
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  16. Automatic events 'Triggered' from Dates

    REX needs to create some sort of ‘Auto-Alert’ system (separate from a Track) that enables the user to set up automatic events triggered from an event/date.
    My previous CRM used to have this and it was AWESOME! You could set up an alert to email you a reminder say 7 days out from the triggered ‘settlement date’ etc. Please see the screen shots attached to give you some ideas as to what one could create “Alerts” on so they didn’t have to take the time to ‘count back’ from dates/events and try to assign some sort of track.

    Hopefully REX…

    3 votes
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  17. Add reminders categories

    Being able to sort reminders by priority has been a welcome addition, however it would also be handy to be able to add categories to reminders, to enable grouping a day's reminder tasks into say 'prospecting calls', 'buyer follow up calls', 'vendor calls', etc.

    3 votes
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  18. Making Rex work for 2 agents who have teamed up together.

    Hi it would make life so much easier for 2 agents working together as a team if their accounts were merged for billing, reminders and tasks. i have been informed that you are not able to make the 2 agents as one on rex however are you able to make so more than 1 agent can be billed for the same thing and it automatically 50/50 the debt and also that any tasks and or reminders would go to both agents.

    1 vote
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  19. Reminders

    When selecting reminders and tasks you have to always select and asignee.

    It would be great if it defaulted to the logged in user and you had to select someone else in the office. The greater majority of instances where these cases are being completed I would assume to be user notes to chase up and seldom for others in the office.

    2 votes
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  20. Pocket Agenda Update

    1. Show the clients email address

    2. Show the last note left against the client/property

    This will help improve the speed in which the sales agents can complete their calls.

    1 vote
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