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!
1332 results found
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Newsletter Layout Width
The width of the newsletter template is very thin, it doesn't look appealing on a PC screen at all and is all squished in the middle.
3 votes -
Attach documents to email templates
It would be helpful to be able to save & attach certain documents to an email template. It would come in handy for agents sending correspondence after an OFI. For example, sending a copy of the contract, copy of body corp by-laws & minutes etc.
It'd be really helpful with taking the above action on Lease properties - when you have to come back to the office and send emails off to everyone who's attended an OFI with a copy of the Lease, body corp by-laws, application form etc.
These can be handed out on the spot but would be…
8 votes -
Property suburbs to be entered in capital letters
All properties to be able to have the Suburb all in capitals as once uploaded to portals it will help the properties stand out more
1 vote -
VENDOR REPORTS - Suburbs on Vendor Reports
Hi there,
Just a simple change but vendor reports don't seem to have suburb names on - looks a bit unprofessional.
Thanks
James36 votes -
Task assignee should be based on job role, not person specific
When creating or editing a Track we should have the option to make the assignee of a Track a job role, eg. Sales Admin, Reception etc. So when a staff member leaves the Track is still associated with their role and not their name.
4 votes -
Area to add Licence number to Invoices, etc
It would be nice to have a specific spot to put your agency licence number in so it'll show on invoices, etc.
You can currently enter it in the Admin > Agency Branding area, but there's not a specific spot for it. Can we please have it added.
2 votes -
Predictive analysis & geospatial mapping = Stronger sales leads
Analyse and link contact behaviour (ie click on links, opening of emails) to:
a) their physical location
b) their home or business address
c) the address of what they're clicking on;On a map, so you can visualise and predict their interest
For example...
if they're clicking around their home, they're likely interested in selling.
If they're clicking around their home, and in another location, they're likely interested in both selling and buying
If they're clicking in another area, they're likely interested in buying.Then providing the analysis results as high priority contacts in a visual way that allows agents…
3 votes -
Reminders
When selecting reminders and tasks you have to always select and asignee.
It would be great if it defaulted to the logged in user and you had to select someone else in the office. The greater majority of instances where these cases are being completed I would assume to be user notes to chase up and seldom for others in the office.
2 votes -
Listing Stream - Administrator ability to Edit
As we process a listing or a contract we produce standard mail merge letters which attach to and appear on the listings stream - excellent.
At times though these letters once merged, printed and sent for signature come back from the consultants or Directors with changes which may be specific to the client or listing. The changes are made and the letter is merged again.
We should have a way for the administrator to remove the incorrect initial letter from the stream. The only letter displayed should be the one that is sent to the client.This could be done…
30 votes -
Visual distinction between System tags and Custom Tags
Show some kind of visual distinction between those tags created in Admin > Custom Values & Mailing Lists > System Tags (and thus used consistently) and custom tags added to contacts and properties individually. Colour stripe, different colour block etc
4 votes -
Mass Action data from your Tabs
currently there is no function that allows the user to mass action ‘apply’ or ‘remove’ data on tabs – this can only be done on ‘tags’ of for ‘record ownership’.
It would be incredibly efficient to have this functionality added. Currently all data has to be changed individually – it means the process of building out information, iterating and growing custom data is clunky and slow.
10 votes -
More detailed user settings and privilege sets VPA Finance Tab
It would be Great when setting up users if we could have more detailed options in relation to the privilege sets under the VPA and Finance tab.
For example who can Delete items on the VPA Tab or not , who can create them. Who can invoice them , who can void them and who can delete them. What is happening is agents are creating and then just deleting Finance information willy nilly.
Thanks
1 vote -
Mass action to change Appraisal Agent
Allow the ability to change an Appraisal Agent as a mass action.
5 votes -
Add Insurance rate under More Info Tab
Add space to enter Insurance rate under rates section in the More Info Tab
1 vote -
Ad Text Merge Tag For Email Templates
It would be great to have a few extra merge tags added for listings templates.
The ability to add the Default/Long/Short Ad text as a merge tag in email templates would be of great benefit.
This way, we can send the Ad text in an email so that whoever wants to get a change done they can email the current text (With Changes) and it is recorded on their file for all the ad iterations.
3 votes -
Chinese language integration. Please allow to update the content with Chinese
Could we able to upload the content in Chinese. So that our brochure could have Chinese content.
1 vote -
Appraisals/OAB accessed by manual buyer matching
As most agents know there can be many sales made by simply matching a good buyer with an appraised but not yet listed property.
It is currently possible to run a reverse match from an appraisal, but not the other way around hence this suggestion.
This could only work with a manual match, not automatic matches.
There would need to be a few simple fields to include when requesting this such as how old an appraisal to include etc but should be very straight forward.
Going one step further to allow access to ALL properties within rex that actually have…5 votes -
Create new privilege type just for the ability to edit/void invoices
Under the "Listing Invoices" group of privileges, it would be helpful if we could separate the current "Create & Void Invoices" privilege, to have two privileges "Create Invoices" and "Edit/Void Invoices". This will mean we can allow agents to create invoices but not edit or void them, stopping them from changing invoice dates and re-issuing etc, as this is a current issue we are running into.
3 votes -
Ability to Lock out another user when updating a record
We've run into an issue a fair few times where more than one user is accessing & updating the same record.
When one person clicks save, it will update for them - but when the other clicks save, it overwrites the first person's changes.
It would be great to to lock other users out or provide read-only access when another user is already viewing/updating the record.
2 votes -
Contract overrides - two options, one for accepted and one for unconditional
At the moment, when a contract is accepted, you send the listing as 'under contract' to the portals. This is a bit of a hassle at the moment because we have to monitor the overrides manually - turning them on and off.
We would only like to send them as 'under contract' once the listing is unconditional. It would be good to have two different marketing overrides - the one we have already, plus one that shows listing as available, until it goes unconditional.
2 votes
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