Skip to content

Rebecca

← Customer Feedback for Rex Software

My feedback

5 results found

  1. Settlement Statement Merge Field

    19 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 » Merge  ·  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
    Rebecca supported this idea  · 
    An error occurred while saving the comment
    Rebecca commented  · 

    We need to have each of the items that show in the "Settlement Statement" (e.g. deposit held) to be available as separate merge fields.

    I want to have an email template that we use to notify solicitors how much we are holding in trust on a sale. This is an email that we send at least twice for each sale, so it would save a lot of time to just be able to use the template and hit "send" without having to look up the deposit in the financials tab, highlight, copy, merge the email template and then paste the dollar figure in there.

    I know Rex can get the information from {{settlement_statement_table}} - it seems crazy that we can't also get those figures as separate merge tag fields.

  2. Amendable Sales Advice & Commission Sheet

    93 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…)
    17 comments  ·  Feature Requests » Tracks / Templates  ·  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
    Rebecca supported this idea  · 

  3. Default Font for Templates and Merges

    18 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 » Tracks / Templates  ·  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
    Rebecca supported this idea  · 

  4. Bulk assign tracks

    57 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…)
    8 comments  ·  Feature Requests » Tracks / Templates  ·  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
    Rebecca supported this idea  · 

  5. Online Calendar for OFI's

    14 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…)
    2 comments  ·  Feature Requests  ·  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
    Rebecca supported this idea  · 

Feedback and Knowledge Base

(thinking…)