AdminRex Software (Support, Rex Software)

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  1. 4 votes
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    2 comments  ·  Feature Requests » Properties  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminRex Software (Support, Rex Software) commented  · 

    Hi there,

    Thanks for the feedback.

    The Column is for sorting, so it should show the record owner not the property owner.

    This isn't something that will be changed as there would be to many names to sort through, and the columns are used as sort options.

  2. 3 votes
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    0 comments  ·  Feature Requests » Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. 3 votes
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    0 comments  ·  Feature Requests » Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. 23 votes
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    5 comments  ·  Feature Requests » Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminRex Software (Support, Rex Software) commented  · 

    Hi Guys,

    Thanks for the feedback.

    This isn't at the top of our list at the moment but we'd love to have some input from other users on this suggestion.

  5. 13 votes
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    5 comments  ·  Feature Requests » Newsletters / Mailing Lists  ·  Flag idea as inappropriate…  ·  Admin →
  6. 39 votes
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    2 comments  ·  Feature Requests » Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →

    This is semi complete with a recent release. You can now preview how content will render to a letter (the system will fully render the PDF with letter head etc. if appropriate).

    Sample merge tag data at this stage is still not supported.

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    AdminRex Software (Support, Rex Software) commented  · 

    Hi there,

    Thanks for the suggestion.

    Unfortunately, because the merge can pull in multiple information from various records it is very difficult to have a preview. Say if you choose a contact or Listing that was missing information you were trying to merge, it would not display correctly.

    We will leave this idea open for more discussion and votes.

  7. 33 votes
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    14 comments  ·  Feature Requests » Other  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminRex Software (Support, Rex Software) commented  · 

    Hi Samantha,

    Please read the link above in detail if you are struggling to find your contact.

    *Harley - please understand... you're doing it wrong. If you perform an appraisal at an address, you should definitely be attaching the contact as the owner against the property. This is the way the system is designed to work.

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    AdminRex Software (Support, Rex Software) commented  · 

    We do think this is a useful conversation to be had - the global search is one of the most utilized functions in the application and its something that we are definitely interested in improving... though you will have to understand there are constraints - in particular ease of use and speed.

    "jones smith st" is quite hard to implement - the search terms are extracted manually, evaluated and then searched in individual fields throughout the system based on a best guess evaluation of what is in the search term. The more permutations we have to evaluate the harder it becomes and the longer the search potentially takes. In the example you provided, we'd have to search for a property at "Jones Smith St", "jones Smith", "Jones", "Smith St", similarly look for owners of properties that have similar names in a similar fashion and then try and re-combine the results. By the end of it - we've executed 30 rather expensive database queries instead of 3-4. The type-ahead aspect of the global search would become slow and it would largely become redundant (the whole point of it is to provide navigation to known records as quickly as possible).

    In Harley's case - i think the issue may actually revolve around incomplete data. Theoretically with a properly filled data base with owners attached to their related properties, all the user would have to do to find all the owners on smith street would be to go to the properties module, search for the street name "Smith street" - from there they could perform merges, add reminders, make phone calls etc. as required without ever actually having to navigate to the contacts module. I think the issue in Harley's case may be that he doesn't have his owners attached to his Properties.

    One thing that we do think might be particularly useful however and what we thought Harley was talking about originally (keeping in mind this still requires a property to be properly attached to a contact) is to surface owners of a property in the global search when a property address is typed in - for example if "1 Jones St" is entered, and "John Smith" owns jones street, "John Smith" would be shown in the contacts section of the Global search as well as "1 Jones St" in the property section.

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    AdminRex Software (Support, Rex Software) commented  · 

    Hi Harley,

    Negative attitude aside - thank you for your feedback. It's quite different from what has actually been mentioned in the comments and the actual feature request that's been logged by Tom.

    Think what you've mentioned is a pretty good idea generally even though the request hasn't really come up before.

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    AdminRex Software (Support, Rex Software) commented  · 

    Hi Guys,

    The operation of the search has been explained in full detail in the article below. Any discussion about changes should be in specific relation to the specific behaviour described in the help article.

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    AdminRex Software (Support, Rex Software) commented  · 

    Hi Tom,

    Suggest you have a quick skim through this: http://help.rexsoftware.com/#global-search

    It covers wildcard searches and the behaviour of the global search in more detail. It might also help to explain why your search for Peter Mark Smith failed to come back and how you might get it to come back.

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    AdminRex Software (Support, Rex Software) commented  · 

    There's pros and cons to this which is why we give you the choice in the advanced filter.

    In a larger database of tens of thousands of records its potentially detrimental to have a fuzzy match run on contacts. Rather than getting ten results back you might get a few hundred that you would then need to dig through manually to find what you're looking for.

    In any case, we're willing to listen on this but we'd like to see some more discussion on the issue from users with large volumes and smaller volumes of records.

  8. 27 votes
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    2 comments  ·  Feature Requests » Integrations  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminRex Software (Support, Rex Software) commented  · 

    Hi Stephen,

    We too used to support that functionality via a desktop based plugin with the previous version of the product. Unfortunately, due to the variation of devices / email clients that are now used this became too difficult to maintain - at the end of it, we were supporting 20 different versions of the plugin across 4 different versions of windows and 5 different versions of outlook - and even then that only covered the use case of 30% of our client base.

    The problem with the implementation is that it supports only Windows and only the desktop version of outlook - something that is increasingly less and less reflective of our user base and users move to Office 365, Google Apps, Mac, use self Hosted platforms and also as they become more and more mobile.

    You can sync your calendar into outlook or your any phone via the ical link provided in your profile and get your contacts onto your phone via the CardDAV implementation that we support (http://help.rexsoftware.com/#carddav-faqs).

    This ticket has been left open for the purpose of appending additional information to appointments that come down as part of the ical sync.

  9. 31 votes
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    3 comments  ·  Feature Requests » Emails  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Andrew,
    Our developers have taken another look at your suggestion and have officially put it under review! Whilst it hasn’t been approved just yet (as the developers are still brainstorming possible ways that it could be implemented into the system) we’re hopeful it will become a Rex feature at some point down the road. Thanks again for your great idea, and for taking an active interest in the development of Rex.

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    AdminRex Software (Support, Rex Software) commented  · 

    This is something that we've considered except for the fact that emails with attachments actually included are typically MORE likely to be rejected than those with links in them. Particularly with virus scanners that pick up things like PDF documents as potential security vulnerabilities 100% of the time regardless of their content.

    There are cons to both methods but a toggle may add to potential complexity however we might consider adding this if you are sending a single email merge depending on user feedback here.

  10. 94 votes
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    5 comments  ·  Feature Requests » Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    Our developers have been working very hard on some new functionality to implement this request and we’ve been able to move it into the development backlog. We can’t give you an ETA, but we’ll let you know as soon as it’s live.

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