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!
1305 results found
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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 -
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 -
Drag and Move Email/Letter Merge Positions
To be able to drag and move the templates into different positions.
6 votes -
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 -
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 -
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 -
Add yellow to calender
Could you please add yellow to the colour pallet in the calendar.
3 votes -
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 -
Attach invoices Directly
Ability to be able to attach invoices without having to print, save and upload.
7 votes -
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 -
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 -
Viewing Management & Notification engine
Book a viewing via the calendar.
Enable confirmations to vendor & applicant.
Include a link to a web page in each confirmation (unique confirmation templates) templates where the vendor & applicant can confirm, cancel or amend (for review) the appointment time.
Once the client has updated the event booking web page, the event is updated in Rex and the relevant agent user(s) are notified.
Add a new list to "Other Lists" where users can see an overview of viewing model events and filter. For example, IF event type viewing IS not confirmed.
1 vote -
Improve the UX around vendor feedback reports
When generating a report, the contact interest level is repeated when multiple contact records are assigned to a viewing.
In addition, it's not clear to the vendor what "Cold", "Warm" or "Hot" means when reading the report.
Redacted example attached.
1 vote -
Select the relevant email on a contact with multiple emails
Particularly with Company contacts it would be great to be able to select which email linked to the contact you'd like to merge an email to.
3 votes -
Have an email / outlook / inbox / sent feature in Rex
Have your Outlook email account linked with REX to make it a one stop shop
1 vote -
Rental return
If we could have a rental return field in the more info section that would be super helpful.
Our BDM would be able to put the amount straight in and other agents would be able to see it at a glance without having to delve into mountains of paperwork
1 vote -
Display small blue Ownership logo next to your properties (same as contacts)
When you search contacts, there is a little blue headshot next to contacts if you are the owner of the contact. This helps differentiate between contacts you own and contacts someone else in the office owns. This is a very useful feature.
This feature would be great if also applied to when you search properties. At the moment, you dont know at a glance when typing into the search bar which property record is yours and which belongs to a different staff member
28 votes -
Printing direct from trust ledger and not having to generate PDF
It would be more time efficient to be able to print the ledgers directly when the ledger has populated instead of having to generate the report then download then print. Way too many unnecessary steps.
44 votes -
Commission Worksheet
Commission worksheet to include following information:
Sale Price
Commission Rate
Unconditional Date
Settlement DateWe use a manual commission spreadsheet that we send to agents for there taxation and invoicing.
All these fields are the information they require.
We would like to utilise the rex commission worksheet to rplace our manual process.4 votes -
Xero Integration - Draft Bills
Allow the commission to appear in Xero as a draft bill, rather than a draft pay run, after completing the Xero integration function in Rex.
This is applicable where commission agents are not employees of the entity, rather they're subcontractors.
3 votes
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