23 results found
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2 votes
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Recording off market sales
I've been told that B+D has 4 options for type of sale:
Sold before auction
Sold after auction
Sold at auction
Private Sale.
For our record keeping purposes it would be a massive help if off market sales could be recorded. Currently we have to measure this metric manually instead of running a report. Is this something that could be accommodated.
While those are Sale Types, within that you can filter for Listing Type Off Market and run the report from there, however there are instances where the listing type would be Auction or EOI, or PS, and a property…6 votesHi Meredith
Thank you for your Suggestion!
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Past Inspections Report
We should be able to report on all sales activities at any given time.
Currently the CRM cannot pull a report on past inspections.
You can view them on the Inspections View tab but you cannot export to CSV.Adding an export to csv function on this view would be beneficial or adding a column for Past Inspections in the Sales Listing View that you can filter on.
1 vote -
More granular access to Dashboard
Now we have an "Authorised Offices" ACL, I would like to see this expanded out to the Dashboard permission settings please.
Currently team members have the option to view only their own dashboard or the entire office group.
I would like to be able to allow team members to view their own office/authorised offices, subject to their sharing permissions.
This would help reduce initial load times for the dashboard and ensure teams can view relevant information while avoiding exposing sensitive GCI target/budget/performance widgets to people who do not need access to it.
Please also see BD-6608. Thanks!
1 vote -
Remove GST deduction from GCI calculations
Currently the system calculates GCI as NCI because it automatically deducts GST. There is no option to report via the consultant dashboard or in sale details to INCLUDE the GST component in GCI calculations.
The fact that the system uses 'GCI' (Gross Commission Income) and "GCI (Gross Commission Introduced) is misleading and annoying given that Gross Commission Income is a standard industry metric INCLUDING GST.
In any case, Income or Introduction, neither of the figures are 'Gross' if they deduct GST.
1 vote -
Make searching and exporting System Logs easier for users with the ACL permission.
As an Admin user I want to be able to search and export the system logs per office To view and analyse the staff activity in a date range for a certain office. Currently, there is an ACL for “View the System Logs” in the UI.
Adding the option “Export the System Logs” to the Global Permissions would be beneficial so users do not need to rely on BD Support Admin to export logs.2 votesHi,
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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Show recipients per Listing on E-Alert screen/reports
As a sales agent I want to see how many buyers received my Listing in an E-Alert send and the listing's clickthrough rate so that I can provide this feedback to my Vendors and use it as a selling point for prospective Vendors. It will also help me measure the effectiveness of this marketing channel at a listing level.
At the moment there is visibility of:
- total recipients for the night's send, total clicks etc
- total clicks for each listingOn the screen where clicks per listing are shown and on the Summary report where clicks per listing…
1 voteHi Kylie
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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email reports like blast reports
Currently, a client can only view reports for Blast emails and E-Alerts.
Can we please consider implementing a way for clients to see a report of emails sent to contacts?
Ideally, the report would need to contain:Opens
Not opened
Unsubscribes
Failed emailsThis is similar to the current Blast Reports.
5 votes -
Update ACL for Max Data Export based on Roles
Issue:
A user can export up to 500 records in the ‘advanced view’ screen, but not in the front end screen, unless access levels with the ability to export more than 500, is given to that role.Request:
Client would like the ability to nominate the number of records an individual Access Level can export.Outcome:
Staff can only export max amount data based on ACL for each role.
Staff Open - 50 records
Manager Open - 100 records
Admin - 500 records
Franchise admin - unlimited5 votes -
Reporting on Pending Transactions
As a client
I would like to be able to
Export the Pending Transactions to CSVCurrently unable to export to CSV but can export Ledgers, Transfers, Receipts and Payments in the Trust section of Accounting
Reason:
For review by the Directors and our Finance Director
Copying and pasting to Excel is not clean3 votes -
Auto Alert for Inspection Added to Listing
As an Admin user
I would like to be able to have an Auto Alert for inspections added to the listing
Business Case:
Staff users currently add the inspection to the listing but do not have the ability to portal load the listing. Once they have loaded the inspections to the listings they need to send that information manually to an Admin for the Admin to load the listing to the portals.
Having an Auto Alert that does this automatically would be beneficial to the staff users and Admins, as they would be alerted as soon as it happens
2 votes -
Appraisal cancellation date for reports
When using the Whiteboard missed appraisals report, or using the Sales Appraisals tab to create a custom search report, it is not possible to include the appraisal cancellation date. Could this please be added?
Could it also be possible to filter Appraisals by appraisal cancellation date also?
3 votes -
Advanced Vendor Report
I would like an option to change the sort order of buyers on the advanced vendor report, to sort by date added instead of interest level
2 votes -
Vendor Reports saved to listing documents
Please add a feature where all Vendor Reports are automatically saved into the documents section of Box and Dice.
2 votes -
GCI report
It would be great if we could access a report that shows the GCI per agent for a certain time period. In Qld our agents must meet a certain level annually.
1 vote -
Tracking agent appraisals and KPIs
A fundamental for tracking salespeople's KPIs is how many appraisals they have conducted for the month - regardless of whether they are still active or closed - I just want to know how many were done. It appears the many different pathways (Activity Report, Whiteboard, Management Reports) I have been advised to follow to get this information are inconsistent. It would great if I could go to each salesperson and have a list a basic KPIs - appraisals conducted, active appraisals, database growth, database contacts available and not have to look in 8 different places.
2 votes -
Option to hide SMS messages from vendor reports
I often send sms messages to my buyers after open home inspections. Currently, these SMS messages are showing as events on my vendor reports. That is to say, the vendors are seeing them which I prefer they do not. For me to hide the event on the reports I have to go into each contact that viewed the property and hide the message from the vendor. If you have 50 inspections on open homes this becomes way too time-consuming. I believe the solution and the default should be that SMS messages are automatically hidden from vendors unless the agent wants…
2 votes -
Reporting on files attached to a property
Currently there is no way to report on listings that have a contract or section 32/SOI attached.
Request to be able to search for files attached to a listing. Or run a report to identify if listing has files attached
Categories is any of File Attached
Sub filter
- file is any of Contract
- file is any of SOI2 votes -
Advertising booking report
As an agency which does not use a media vendor application, we would like to be able to produce an advertising booking report so we can easily see what media advertising needs to be booked.
This would contain all campaign items (and related information) with an Action Date within a certain date range.1 vote -
Report - Unallocated Non-Vendor Funded Campaign Expenses
Could we please have a report made available to help users identify which non-vendor funded campaign items (office/company/consultant) have not been deducted from a commission sheet?
1 vote
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