387 results found
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Make Task Consultant Available in GRAB Reporting
Summary
As a Box+Dice user, I want the Task Consultant (Task Assignee) field to be available within GRAB reporting so that I can generate accurate reports showing who each task has been assigned to.
Problem
The current Task Reports available from the Task Manager can only be generated per consultant within the Task Manager itself.
Although every task stores an assigned Task Consultant, this field is not exposed to the GRAB reporting engine. Instead, GRAB only has access to the following task fields:
Subject
Due Date
Type
Category
Property Address
Contacts
NotesBecause the Task Consultant field is unavailable, users…
3 votesHi Marina,
The Product Team are reviewing your suggestion
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I would like to be able to add the time due on task templates.
I would like to be able to add the time due on task templates. With no time in the task, if doesn't come through on the email notification on the agent.
5 votes -
Integration with aml assured please
Please integrate with aml assured platform in the same way as you do for other aml platforms
1 vote -
Dashboard Post for 'Other Consultant'
A recent change has removed the ability to create a Dashboard Post for Other Consultant when using the Contacts - Note Added trigger.
Previously, this workflow allowed a dashboard post to be sent directly to the selected consultant's dashboard activity feed. The functionality has now been moved to the Notification Centre only, meaning there is no longer an option to display these updates on the dashboard.
We would like this previous functionality to be restored. Having these updates appear on the dashboard is valuable for visibility and ensures important notes are easily seen during the day without relying solely on…
1 vote -
Rental Listing Automation Triggers
As a Property Manager, I want to be able to create automations for Rental Listings so that I can configure and view workflows related to rental properties in the same way Sales Listing automations are currently supported.
Currently, the Automation Trigger Category "Listings" only contains Sales Listing triggers. Rental Listing triggers should be added to allow Property Management users to create rental-specific workflows.
Required Rental Listing Triggers:
Holiday Category Added
Holiday Category Edited
Action Date Reached
Action Date Edited
Availability Date Reached
Availability Date Edited
Rental Listing Added
Rental Listing Withdrawn
Rental Listing Consultant Added
Rental Listing Consultant Edited
Rental…1 vote -
Add Office-Based Permissions for Editing Listing Information
Currently, the Edit Listing Information permission allows users to edit any listing regardless of which office it belongs to.
Unlike many other permissions in Box+Dice, this ACL does not provide office-based permission levels such as:
Edit only their office
Edit their authorised office(s)This creates inconsistent permission behaviour and makes it difficult for agencies with multiple offices to restrict users to editing listings that belong only to the offices they are responsible for.
It also allows users to change a listing's office, which can unintentionally enable other office-restricted actions that rely on the listing's office assignment.
Requested Enhancement:
Introduce office-scoped…
1 voteHi Jessica
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2 votes
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Office-wide Buyer Lead Sharing with Restricted Vendor Access
It would be extremely helpful to have the function to share all buyer leads and purchaser records across the entire office, regardless of which agent created them. This would allow agents to collaborate more effectively, match buyers with suitable properties, and provide better service to clients.
At the same time, vendor information should remain restricted to protect client privacy and business relationships. Vendor details should only be accessible to:
- The listing agent(s)
- Managers & Office administrators (or users with admin permissions)This permission structure would enable office-wide collaboration on buyers while ensuring vendor information remains secure and confidential.
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Auto Responder Custom Template - Editable Subject Line
While we can now create a new custom template for Auto Responder emails, the subject line is hardcoded.
It would be nice if we could edit this Subject line the same way we can with Blast to make it more personable.
8 votes -
Automatically Set Inspection End Time to 30 Minutes
Hi everyone,
I’d like to suggest a feature that could help make adding inspection times quicker and more efficient.
Would it be possible for the inspection end time to automatically populate as 30 minutes after the “From” time is entered?
For example, if I enter 9:00 AM as the “From” time, the “End” time would automatically populate as 9:30 AM, similar to how calendar events automatically set a default duration.
Ideally, the end time would still remain editable, allowing us to manually adjust it when needed—for example, to 15 minutes if the inspection is only open for a shorter period,…
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On our rental page that people can book an inspection here on the individual rentals but it is using a third party called tenant app. What
On our rental page we would like people to book in an inspection from the dates available rather than using a third party called tenant app. If we cancel the inspection then they would automatically be notified that the inspection is cancelled.
We don’t want a third party. We just want it to work through box and dice.
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Remove Consultant as mandatory field in TASK filters
As an administrator, I sometimes need to manage tasks for multiple agents in bulk or view all tasks assigned to specific contacts or dates, regardless of the consultant attached.
The consultant field is currently mandatory and cannot be blank, nor can you select more than one consultant at a time.
I would like the ability to deselect a consultant on the Task Filters, or select multiple consultants (eg, other pod team members) to enable more accurate filtering via other fields.
3 votes -
Feature Request: Linked Contacts / Couple Management
CURRENT PROBLEM
In real estate, it's common for couples to attend inspections and be managed together through the sales process. The current system doesn't handle this well, and agents are forced to choose between two bad options:
Option A — Single contact (e.g. "Jane and Bob Smith")
The contact record is messily formatted and doesn't reflect two real individuals. This creates problems downstream for personalised communication and accurate data.Option B — Two separate contacts (e.g. "Jane Smith" and "Bob Smith")
Each person appears as a distinct lead, which causes:
- Vendor reports showing 2 separate viewings, 2 sets of…3 votesHi Rhys
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Alert me when My Contact purchases a property
Currently, we can alert an agent when one of their My Contact’s inspects a property listed by another agent/office within our network however there isn't an available alert to notify consultants when their My Contact is added as a purchaser for a sale. While triggers exist for “Purchaser Added,” they don’t extend to notifying the My Contact Consultant.
This capability would be incredibly helpful for our team, ensuring that consultants are kept informed whenever their My Contact completes a purchase, even if the transaction occurs through a different office. It would also support better follow-up and relationship management.
3 votes -
Automatic Website Status Updates from Listing Status Changes
It would be great if Box + Dice could automatically update a listing's website status when the listing is marked as Settled or Cancelled.
At the moment, our team needs to update both the listing status and website status separately, which creates an extra manual step and can sometimes result in outdated listings remaining on our website.
Having these statuses update automatically would save time and help ensure our website always displays current listings.
1 voteHi Supporters
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Vendor & Buyer Portal
We would love to have Vendor and Buyer Portals that allow clients to access relevant information throughout the sales process.
Potential features could include:
- Access to campaign updates and vendor reports
- Inspection and enquiry feedback
- Open for inspection attendance statistics
- Viewing scheduled appointments
- Document sharing and signing
- Property updates and communication history
- Buyer access to contracts, property documents and transaction updates
- Automated notifications when new information is available
- Integration with Realestate.com.au to display campaign performance metrics such as views, saves and enquiries, giving vendors a single place to monitor their property's performance
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New Type
Now that there is a mandatory AML/CTF check Australiawide and in QLD a mandatory Form 2 Seller Disclousure for all sales, it would be ideal if there was a Type "mandatory fees" or similar so that our clients dont want to "remove" those costs from their marketing schedules
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Default sort order of uploaded listing files
Since the update to B+D I have noticed the Approved Files in the Listing page is no longer in Date Added order. Is there any way I can default this back to dated added, so I don't have to keep clicking on the ⬆️Date Added heading?
I would like to be able to set a default to have files saved in 'Approved Files' be sorted in Date Order not by File Type.1 voteHi Supporters
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Desktop - Filter by number of inspections
It would be great if you can filter buyers by number of inspections or how many times they have inspected like the mobile app version
3 votes -
Hide Buyer contact details from Lead Capture by default
At present, when a lead is captured from a portal, buyer details are automatically added to the note generated against that buyer. That note is visible by default, which means the information then flows through to vendor reports.
To prevent this, agents currently have to hide each Lead Capture buyer note individually.
A simple solution would be to either remove the contact details from the lead capture note altogether, or have the note generated as hidden by default.
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