Skip to content

Mark

← Customer Feedback for Rex Software

My feedback

3 results found

  1. Add Reminder button within Stream/Stepthrough view.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Feature Requests » Reminders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Mark shared this idea  · 

  2. Choose the default 'Assign To' with reminders (instead of being 'record owner')

    23 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    5 comments  ·  Feature Requests » Reminders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminRex Software (Support, Rex Software) responded

    Hi all,

    This default is in place to deal with scenario’s where members of admin staff, pa’s and other staff members are scheduling reminders on behalf of record owners. It also helps to ensure that when record’s change ownership, so to does the responsibility of executing on the tasks themselves.

    Happy to hear thoughts on how you think us updating the default to run off “yourself” would reconcile with the existing use cases and / or any alternative way’s of dealing with this you might have in mind.

    Mark supported this idea  · 

  3. Automatically tag Leads

    16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Feature Requests » Leads  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Mark commented  · 

    +3 Definitely.

    Automatically tagging was in my thoughts a staple to any CRM system.

    I would love to see this feature added exactly as Kaeden has mentioned to keep all your buyers in one place as some properties may get 100-200+ REA enquiries and at this point manually tagging every single enquiry that only has an email address attached with a first name is a tedious task.

    Mark supported this idea  · 

Feedback and Knowledge Base

(thinking…)