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!

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  • My feedback
  1. Separate User Templates

    In our open office environment we have access to each others templates. It would work better for us all if we only had access to our own templates. It would prevent overwriting the templates that we have specifically set for a particular task.

    3 votes
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ability to add/CC multiple contacts into a match profile email.

    When producing a list of match profile result, we are able to email flagged properties to the contact. However it would be helpful if to that email we could also add another contact into the email. This means that for example a contact will be sent this list, but someone who is involved or needs to see this as well could be cc'd into the one email.

    3 votes
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    0 comments  ·  Match Profiles / Auto Updates  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability To 'Sort' Match Profile Search Results

    When doing a match profile it would be great if we could sort those search results by " Price Lowest to Highest (and vice versa)" and also "Newest to Oldest (and vice versa)". This would help our agents to sort through listings easier and would also align with how listings can be sorted through on online real-estate platforms.

    3 votes
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    0 comments  ·  Match Profiles / Auto Updates  ·  Flag idea as inappropriate…  ·  Admin →
  4. Export Events .CVS

    Hi,

    It would be great to be able to export the listing events as CVS files. At the moment we can only get HTML and PDF files, which aren't ideal to quickly formate the data after export.

    We're specifically using this for open home times.

    Cheers

    1 vote
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  5. interest level

    only need 1 "interest level" section, being under contact's name.... no need for "interest level" in feedback.... that's confusing and doubles up.... also needs to have option to go back to neutral, currently once you make them cold, warm or hot, they must be 1 of them from now on

    1 vote
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    0 comments  ·  Filters / Exports  ·  Flag idea as inappropriate…  ·  Admin →
  6. haveing the option to create a vendor preview link of the property to approve before publishing the listing online

    Our old CRM had the ability to generate a link for each of the listings that were interactive - showing a preview of the properties where they could look through the photos, floor plans, videos and read over the copy. a representation of how the property would look online before it was published. It was a great way to get approval before we put them online.

    See example - https://barryplantballarat.agentboxcrm.com.au/contact-e4e7c153f67ea0a01372234b89c1affb-1P1520

    3 votes
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    0 comments  ·  Listings  ·  Flag idea as inappropriate…  ·  Admin →
  7. zapier

    Would be great please to have zapier intergartion auto attach a mailing list please.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add Users so everyone so it looks the same on each mobile device for all attending & add alert 'Time to Leave' & client contact details

    Add Users so everyone so it looks the same on each mobile device for all attending & add alert 'Time to Leave' & client contact details for access to make a quick call.
    When setting an appointment Rex only allows to attach one User. Here, we have many appointments where more than one staff member attends. We would like to please request the ability to attach two or more Users to an appointment so our mobile calendars show all agents attending the appropriate appointments, and provides each user with location.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. reassign SELECTED reminders not just ALL reminders per contact/property/listing

    I've just changed staff in an admin role, and there are some reminders in our admin role I want to assign to another role in the office. However, Rex only has the ability to find the style of reminder by filtering the reminder description and then viewing the records in either the listing, property or contact. This means that when I reassign bulk reminders all reminders in the listing, property or contact will reassign, not just the one reminder that was filtered per contact, listing or property. Thank you.

    3 votes
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    0 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  10. Tenant attached to sale listing

    Tenants to be attached to sales property, easy access for tenant details when sending entry notices and contacting for viewings.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Match profiles - allow selection of listings that get emailed via Pocket

    Currently if you create a match profile for a contact in Pocket and process the match, you can only email all listings in the search results. Would be good if you could select which listings you can email through Pocket as sometimes we dont want to send every one of those listings in the match results.

    2 votes
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    0 comments  ·  Match Profiles / Auto Updates  ·  Flag idea as inappropriate…  ·  Admin →
  12. Leads - Allow both send email and add feedback before completing

    Currently when processing a lead there is only the option of either sending an email and complete, or add feedback and complete. The work around is doing a mail merge then processing the lead but that is clunky. Would be good if there is an option to send an email (ie. template), add feedback (so appears on vendor report) and then complete the lead.

    2 votes
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to email trust receipts directly out of the trust account section

    Once a deposit has been created in the trust section of Rex the ability to email it directly from that section rather than downloading the deposit and then uploading it to the CRM section and emailing from there to the purchaser.

    4 votes
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    0 comments  ·  Emails  ·  Flag idea as inappropriate…  ·  Admin →
  14. eBrochure/Newsletter Logo Size

    The permissible logo size within eBrochures (and other areas such as newsletters, emails etc) really needs increasing.

    When you have a long business name (ie. rectangular logo), it looks horrible. Even the address is too large in comparison.

    I understand it may work for some and you can always "get a small logo for your business" (as per Rex's response) but I think that it is not too much to ask especially considering how much screen real estate the eBrochure header has.

    3 votes
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    0 comments  ·  Brochures  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add yellow to calender

    Could you please add yellow to the colour pallet in the calendar.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. Delete a few leads as a mass function

    When we receive leads, we also receive messages that is not really leads. We would like to have a feature that can delete those leads at once. Could you please look into it please? Thank you

    2 votes
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  17. Reports: Add Buyer Field to Reports

    Add the ''Buyers'' Full Name to fields for the [Contract Statuses]- [Unconditional in Period] Report.

    Please Vote! Thanks :)

    3 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  18. Push date through with Zapier

    Currently you can push through leads/contact/properties/notes that are created or modules that are updated to Zapier, however there is no option to include the change/add date with this data.

    3 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to add custom note types

    Ability to add custom note types to all note taking across all modules.
    This will enhance reporting abilities. Provide insight into what has been happening in the organisation to exe team.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Format a number value using "K" (Input = 600k, Rex converts to 600,000)

    When inputting a numeric value in Rex with the letter "K" on the end of the value, multiply the value by 1,000.

    Example:
    User types 600k as the offer amount. Rex converts the input to £600,000.

    I found an article here that explains the technical side of it: https://stackoverflow.com/questions/9461621/format-a-number-as-2-5k-if-a-thousand-or-more-otherwise-900

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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