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!
6 results found
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Admin to be able to see Contract Conditions for all Agents
For Admin to be able to see the contract and conditions and upcoming settlements etc in the dashboard
27 votesWe now support filtering on the Contracts section of the Home Stream. This filter allows you to look at your team, or any combination of users. Find out about more changes we've made as part of our efforts to Simplify contract management in Rex.
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Ability to save special conditions for easy add to contracts
If we could when adding contracts under the legal tab have a list of special conditions already filled out such as Build and Pest inspections it would make filling in our contracts faster and would also merge with ADL forms.
20 votesThis is now available with the addition of Preset Contract Conditions into Rex CRM.
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Legal name to autofill on contract
It'd be great to have the legal name from a contact record autopopulate on a contract, when created.
If the Listing Owner and Purchaser are already selected on the listing, have it so the fields in the contract can autofill from the legal titles (or even just their names).
Having the solicitor as a related contact on a listing, as well, would allow their details to be selectable/autofilled.
This would save a lot of time when creating a contract.
3 votesWe’re pleased to report that this feature has been implemented; adding a purchaser to a contract auto-fills the legal name.
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We need the ability to be able to search contacts via the contract agent
With this ability we can search past purchasers specific to that agent - makes christmas card lists and archive client lists a lots easier to compile
21 votesHi Everyone,
We’re happy to announce this suggestion has been brought to life by our developers and is now live in the system.
1. Go to system lists > contracts
2. Find all contracts for a specific selling agent (or listing agent)
3. Select all, go to related (contacts – include purchasers / tenants only) -
Show contract/acceptance date on Sales Advice
We can enter the unconditional date and the settlement date, but given most conditions are within a certain time frame from acceptance it would be great to have it on the Sales Advice.
4 votesHi Sonia,
We have now updated the Sales Advise to include special conditions and their due dates (this is at the bottom of the sales advice).
Should you have any further queries around this please contact the support team, they will be more than happy to help you further if required. -
Re-establish the ability to generate sales contracts
The previous version allowed this and was highly valued by our office. Even if it cant be created directly from Rex, the ability to integrate Rex information into a third party like ADL forms would suffice.
2 votesHi there,
This is now something that is available in Rex.
We now have a Plugin which links to ADL forms.
Check out the release notes on this and if you have further queries, just contact Rex support.
http://www.rexsoftware.com/january-feature-release-new-form-integrations/
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