For Projects:

There should be one Chart for Enquiry Source and another for say follow ups, private inspections. etc. Enquiry Source is great for showing where enquiry is coming from and also to relate it back to Ad spend. There should be only one enquiry source note per enquiry. Ie a buyer enquires on Unit A, then gets followed up, maybe a few back and forward emails (ie more feedback notes) then an appointment etc., that should be counted as one enquiry from say REA. In the current setup you could mark all the follow ups, appointments etc as the enquiry coming from REA and then this would skew the data. Not good.
If there was another chart, this can than just show agent activity ie with the enquiries we get, what we are doing with them, how often we are following up, getting appointments etc.
This would be a good tool to show the vendor we are doing our job and if we are/aren’t getting appointments. And the supporting feedback notes can give more insight to this.

Currently we have added Follow ups and Private inspections into the enquiry source list so they show up in this chart but looks messy and mixing an enquiry chart with agent activity.

Currently the leads come in and sit waiting to be processed. Once this has been processed against the person and listing, currently the system does not recognise this as an enquiry. You then have to enter the details again under the contacts enquiry tab. If you do not do this, the vendor report does not recognise there has been an enquiry. This is double handling and taking up precious time.

It would be more efficient for the system to see a lead as an enquiry (as this is technically what they are) That way you don't have to do the rest of the work that is not necessary just to make sure the correct amount of numbers are showing on the vendor report.

Currently can't filter all search result columns and it would be great to add certain data fields to the columns for more specific sorting:

• Allow sorting on all current columns – ID, Contract Status, Listing Agents, Owned By, Created By, Modified By currently unable to sort results by these columns

• Multiple levels of column sorting – Eg. Sort by Creation Date as the primary sort then further sort by Listings Agent allowing for easier bulk actions. I can’t remember the web app I’ve used but a column sort, then a control-click on the secondary column would sort the records further

• Actual Advance Filter field data shown in columns and allow them to be sorted

• Maybe an admin area that allows users to select their custom columns to sort by? Most of the options in the screenshot serve no purpose to me, it would be great to have the option to add any of the Rex Advance options into my ‘filter dashboard’ sort of how the ‘Custom Values’ admin section works

Eg: Show all SOLD properties > Filter down by Listing Agent > Sort column by "SOLD date" (can't do).

There are endless other applications this UI upgrade could serve when trying to put data from the system -- it would be a welcome addition!

Hi there, when you type a contact name slightly differently but the phone number is the same, a duplicate notification comes up with the option to 'add anyway'. If in fact it is a duplicate, it is very annoying having to then get out of that screen and retype the name that is already present in the database.

Would it be possible to add another option where you can check the person in using their details that are already in the system within the same screen? I.e. when you get the duplication notification, there is a separate button where you can say 'add under existing details' or something similar. Thank you :)

There needs to be a way of viewing all the 'adhoc' user created tags in REX. If staff leave and you want to re-assign tags to others and they haven't used the system tags, you need to search for the various tags that were created by the user.

There needs to be another admin section that shows all user created tags that can be filtered.

Eg (SETTINGS -> CUSTOM VALUES, TAGS & MAILING LISTS)
Value Lists
System Tags
Mailing Lists
User Tags (New option) - displays all user created 'adhoc' tags

It also gives more visibility to the admins as to how staff are using the tagging.