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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  1. Pipeline CRM on Rex?

    We currently keep out pipeline on excel. Do you have a crm for pipeline properties/contacts? W

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Attach invoices Directly

    Ability to be able to attach invoices without having to print, save and upload.

    1 vote
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    0 comments  ·  Emails  ·  Flag idea as inappropriate…  ·  Admin →
  3. Open home Feedback - Contract Holder

    I am new to REX, but notice there is no option during an open home in feedback for CONTRACT REQUEST. This would be really useful as we could then easily search for contract holders during a campaign to call .email them as a group. Contract holders are a very important group and i am surprised this feature isn't available

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Match Profile - Radius location

    Match Profile - Radius location (adjustable distance) with pin drop rather than having to enter a specific suburb or postcode.

    1 vote
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    0 comments  ·  Match Profiles / Auto Updates  ·  Flag idea as inappropriate…  ·  Admin →
  5. Automatically send Trust account receipt to the person making the deposit

    It is a legal requirement to send through a trust receipt, can you simply give us a option through a check box whether we would like to send one or not. Other programs do this automatically

    4 votes
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    0 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
  6. Search any branch

    Search any branch for any customer or property from the main search tab

    1 vote
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    0 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
  7. When activepipe adds match status in REX, add something to the feed to make it more visible

    When activepipe adds match status in REX, add something to the feed to make it more visible because the customer is making these changes and the agent may not be aware of it unless they are manually checking the match tab. Adding something into the stream will make it clearly visible

    2 votes
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    0 comments  ·  Match Profiles / Auto Updates  ·  Flag idea as inappropriate…  ·  Admin →
  8. Bank Upload Button - Add to Property - Trust Accounting

    Would love to have the bank upload button added in the actual trust accounting section of the property as a drop down on the payment (from ledger) so we can create the bank upload file straight from there!
    Same with changing the upload status!
    It takes a lot more time having to go out of the property trust accounting and into the main financials button to find and then do it.

    15 votes
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    0 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
  9. Paid invoices to say "Paid" and not have due date

    I think that when printing a paid invoice, that in the due section it should say "paid" and not the original due date still. I understand that balance due will be $, but it can still lead to confusion.

    3 votes
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    0 comments  ·  VPA / Invoices & Payments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Pocket - Add tracks to properties, then link the contact

    In pocket we cannot add a track to a property, then link the contact.

    I have to go to a web browser to add a track this way

    12 votes
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    0 comments  ·  Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  11. Tags

    Auto change Tags when properties are converted.

    For example, when an appraisal is entered, the contact tag will automatically be changed to 'Prospective Vendor'. When the property is listed, the contact tag will automatically be changed to 'Vendor'. When a purchaser is added, that contact tag will automatically change to 'Purchaser' etc.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Mass Action Notes for multiple records i.e. note of letterbox drop of properties within a certain suburb

    Be able to Mass Action Notes for multiple records i.e. note of letterbox drop for properties within a certain suburb

    4 votes
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    0 comments  ·  Properties  ·  Flag idea as inappropriate…  ·  Admin →
  13. Label / Mail Merge Export, contact names exported in seperate fields

    Would be great to allow the Label export feature to have first and last names in separate fields.

    I know it's possible to do this with full data export rights but we prefer to keep this privilege to a few and want to avoid bottleneck situations specially during seasons like Christmas where exports are required from all Sales team databases.

    Appreciate it if this could be included.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. unsubscribe

    People who unsubscribe from emails don't necessarily want to be unsubscribed from all communication. Please can we have the ability to unsubscribe from different levels of communication?

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. viewing confirmation

    automatic emails sent to person viewing and owner of property when a viewing is confirmed with traffic light system as you confirm viewing with all parties

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Integrate with REINZ Property Smarts

    If REINZ Property Smarts could be integrated so we could pull the comparable property data into REX custom fields.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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
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    0 comments  ·  Merge  ·  Flag idea as inappropriate…  ·  Admin →
  18. Shared Calendar

    It would be great if we could have a shared calendar for the entire office so that we can view everyone's listing dates and times.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  19. Generate Report or List for deleted tags eg "Trust Account - Agent Name"

    Could you please let me know if it is possible to generate a report or find a list of all deleted tags?

    I am wanting to find out the deleted tags for "Trust Account - (Agent's Name)"

    I know how to check the change log for a particular contact but here I am trying to generate a list or report.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Reminder description

    It would be helpful if we can increase the amount of characters allowed in the description of a reminder.

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