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!
28 results found
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Rich Text Format template documents
It would be great to be able to use RTF documents as mail merge templates - much easier to create forms etc. using Word rather than the current setup.
1 vote -
Email Merge Templates - Option to merge in the record owners profile picture
When creating an email merge, it would be great if we had a merge field to pull through the profile image for the user that is assigned to the track.
3 votes -
allow for 2 agents contact details to be added merge letter templates
It is common for 2 agents to be on one listing so you should be able to add 2 agents details to any merge letters relating to that listing
1 vote -
pre val letter
i see we have a post val letter ,why not a letter to send to the seller once the val is booked?
1 vote -
Add a new option of currency to the custom field type drop list, which automatically adds dollar sign, commas and decimal points.
Would it be possible to please request that a new option be added to the custom field type. That is, an option of currency, which automatically adds dollar sign, commas and decimal points, as required. This would be of great benefit to merge fields in SMS', letters and emails.
2 votes -
Ability to GROUP or ORDER Email/SMS templates
It can be time consuming when trying to merge a simple Email or SMS from REX to a contact. With Projects, we tend to have multiple templates for different purposes.
I believe it would increase the work flow in your workplace to be able to Group email templates within a folder, or even Order the templates to your use. (There may be some you use more than others) This will reduce the time scrolling through the merge template to find the right one, where I am certain the idea of grouping will allow users to be able specifically pin point…
3 votes -
Brochure Merges
Would be really helpful if we had the ability to add a brochure template as a reminder in a track so that similar to a letter merge in a track if the template is attached when can automatically preview & generate the brochure needed when completing the reminder in the dashboard rather than having to go into the listing. for example QR codes. We have this as a task in our listing track to Generate the QR code for the agent, it would be much more efficient if we could have the template there ready to go so it would…
3 votes -
Letter attachments
It would be really cool if we were able to attach a pdf, so that when you merge mass letters, the PDF was attached as a second page to each letter ready to be printed double sided.
I know we can add a page break then code an image but getting the sizing etc right is really hard (especially if we want to do this for dozens of letters and change the second page every month).
Thanks
3 votes -
Drag and Move Email/Letter Merge Positions
To be able to drag and move the templates into different positions.
6 votes -
OFI End Time | Merge Event Details
It would be great if we could have both the start and end time merge into the upcoming OFI's merge field, as we do vary our time frames of open homes.
9 votes -
Make Property Attributes and Property Area an email-able merge field
Currently property attributes e.g. bedroom 1, 2 etc are only able to be merged with brochures. It'd be great if they could be merged with emails also as we are trying to integrate using zapier email parser to API info out of Rex.
(Even better if Zapier could just work with Rex!)
3 votes -
Related property Drop Down when sending an email from a contact file
When merging an email from a contact file, I can attach a related property but unlike in reminders and notes where I can select related properties from a drop down list, I have to find the property manually. Can the drop down feature be added to the email merge function?
3 votes -
Vendor name and contact merge field
There are merge fields available for Purchaser details including name, address, phone, email etc. The same merge fields do not exist for a Vendor. Could we have the same merge fields available for Purchasers for Vendors please?
3 votes -
Letter Merges
Do not contact, when we mark a property or person as Do not contact, can it please not include the property in a letter merge. Also, when certain people sell properties, they should not be included in the letter merge under the property when they are tagged as "past owner"
1 vote -
List of merge fields
The template system in Rex is brilliant. Its all about efficiencies.
However when I create a template, when selecting a merge field, it's usually a guess as to which field to select. Sometimes logic prevails sometimes not. There is such a huge number of options. Scrolling through, looking for what it might be is a bit of a mission on its own.
It would be very helpful if there was a published list of the field names and their definition.
Or better still, if the field name pops up when hover over it. I'm meaning in the front end where…4 votes -
More Listing Merge fields available for Email Templates
All listing fields be available as mege fields for email and SMS templates, so you can populate property info, rates, body corp fees, open times etc into a template
18 votes -
Insert Merge Tag for sales person headshot
Along with having the contextual Merge tags for letters & emails (eg contact details etc) it would be great if there was the option to also add one that inserts the sales persons headshot. Obviously the sales persons headshot is already uploaded into Rex, so its stored online.
7 votes -
Merge 'regarding' listing data into contact module share a listing sms feature
Hi there.
I want there to be more merge tags added in the contact module for SMS templates for sharing a listing. Like some of the merge tags that are in the property module, but of course the property module doesn't show up when sharing a listing. When sharing a listing from the pocket app by SMS you can select the 'regarding' property of the listing that you are sharing. I want to be able to implement a merge tag for 1) the regarding property listing's address, and 2) the marketable sharing e-brochure link for that regarding property listing, also.
…
4 votes -
Abililty to embed Fields in subject line of email template
Zoho have a great feature that lets you embed you fields (system & custom) into the subject line of your template emails.
Example Subject Lines
"CONTACT NAME, here is the file i spoke about"
"Open Home confirmation for PROPERTY NAME"
"Thank-you for your enquiry about PROPERTY NAME"
1 vote -
Reprint letters/resend emails that have already been sent
At the moment if you want to resend or reprint a letter/email merge you've already sent you have to recreate it. It would be good if there was a print duplicate or resend button to make the process less manual.
36 votes
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