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Larena Butler

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  1. when entering vpa make it visible as to who's cost it is, office or vendor. at the moment it only shows price when it is a vendor cost

    5 votes
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    4 comments  ·  Feature Requests » VPA / Invoices & Payments  ·  Admin →
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    Larena Butler commented  · 

    Yes I agree - it needs to functionality to have the 'agent or office' having the option to pay or pay a portion of the invoice generated to the client

  2. Ability to present VPA to a pre-listed property. At present cannot present until property is listed.

    22 votes
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    10 comments  ·  Feature Requests » VPA / Invoices & Payments  ·  Admin →
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    Larena Butler commented  · 

    Yes I agree - REX needs the functionality to create a 'VPA Ad Schedule' in the 'Appraisal' Section and then 'APPLY' the chosen campaign (transfer it to the listing) when the Admin actually take the step to LIST the property! My previous system had this capability and we could create multiple 'Ad Schedules' and choose the selected one once the property was listed...

  3. List of Ledgers (deposits currently held in trust) under the Trust Tab

    39 votes
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    3 comments  ·  Feature Requests » Trust Accounting  ·  Admin →
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    Larena Butler commented  · 

    I agree totally - you need to be able to do a quick trust account ledgers overview.

  4. Manual journal function to enable me to transfer funds from one contact or contract to another

    49 votes
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    5 comments  ·  Feature Requests » Trust Accounting  ·  Admin →
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    Larena Butler commented  · 

    Yes I agree too - it needs a manual 'transfer' function between clients trust ledgers if money never leaves the trust account. We have multiple blocks of land on the go from the same developer and sometimes we need to transfer un-used marketing from one of his ledgers to the other. Agree too with the deposit from one crashed contract being able to be transferred to another property ledger - an ABSOLUTE NECESSITY in a trust accounting system. Please consider this request. Cheers,

  5. Automatic events 'Triggered' from Dates

    3 votes
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    1 comment  ·  Feature Requests » Reminders  ·  Admin →
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    Larena Butler shared this idea  · 

  6. Track Dates

    73 votes
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    11 comments  ·  Feature Requests » Tracks / Templates  ·  Admin →
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    under review  ·  AdminAlex Babkov (Admin, Rex Software) responded

    It looks like there’s 2 requirement requests going on here:

    1. Triggering addition of tracks based on an event.
    2. Having reminders that are attached to floating dates (e.g. unconditional date, settlement date etc). E.g. 3 days before unconditional.

    Would be good to get some more info on both of these items.

    1. Regarding triggering addition of tracks based on events:

    • Presumably you want support for this in multiple modules. If so, is it all modules or just some?
    • For each module, what are the events that you think should be supported for triggering track addition?
    • Is this an automatic process or is the user prompted to add the track when the event occurs.
    • If the desire is for the track addition it to be automatic, how do we deal with questions like which contact should a track be attached to in a listing or property that includes multiple contacts…
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    Larena Butler commented  · 

    LOVE this idea as we had events 'Triggered' by dates in our old CRM which was extremely efficient and automates so many different processes. This was called an 'Auto-Alert' and was separate to assigning a 'Track' as it was triggered from an event or date. PLEASE PLEASE consider updating REX with this feature thanks:)

    Larena Butler supported this idea  · 

  7. Upgrade of Reminder and Track System

    10 votes
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    1 comment  ·  Feature Requests » Reminders  ·  Admin →
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    Larena Butler supported this idea  · 

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