381 results found
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Pest and building
oz-combined-realty.boxdice.com.au
James Holt
As a client
given the very popular and regular practice of agents providing Links to Pest and building Reports in much the same way as we do contracts of sale I suggest it is time Box N Dice added this option and functionality on the system.
So we can simply click a “SEND P and B” button and it will send the link and record that they have been sent a Pest and Building. In this way you can also search buyers who have Purchased a Pest and building report.
2 votes -
Including 'Property Areas' filter into the ‘Matching Contacts’ modal
The ‘Matching Criteria’ modal and filtering currently does not include the ability to filter results by Property Area.
Having the additional option to exclude or include contacts based off a 'property area' filter in the ‘Matching Criteria’ seems like a worthwhile enhancement.
To be able to correctly use this feature when Property Area(s) have been added with buyer matching criteria, there could be an additional option added to enable filtering by ‘Property Areas’ (to function the same way as the ‘Suburb’ option).
2 votes -
Update Task Template tasks with a new commencement date
As an agent
I would like the ability to update a Task Template campaign commencement date without needing to manually edit the multiple Tasks created, or delete them and apply the Task Template again.3 votes -
Auto Alert for receipt added
If an auto alert could go to our marketing team when advertising is receipted, they will know straight away when money has come in and can move forward with the marketing campaign.
4 votes -
Pending Transactions - Multiple Payees
Can we please have an option made available to nominate multiple payees in a pending transaction for a Commission Invoice? This would apply for Conjunctional Sale and/or a Referral scenario where the agency wants to be able to pay the other office/referrer directly from the sales trust account (rather than transferring the full payment to the general account and then paying the conjunctional agent/referrer from their general account).
Similar functionality is currently available when processing the 'pending payment to client' transaction.
3 votes -
Additional building/project details
Can we please have an option to be able to enter building/project details that are applied across all properties are linked to a building?
For example:
- Body Corp Details/Manager
- Amenities
- # of apartments
- Known issues
- Year built
- # of storeys
- Car park style/entrance instructions (e.g. stacker or need swipe to enter)
- Title details (e.g. apartments and car parks/storage on same title or not and also if parking is under a lease arrangement, company title etc etc)
2 votes -
Increase character limit of ledger name
Our auditor has requested that we name our ledgers to include the address and vendor name, but when they are an Estate of *** or Power of Attorney these can be very long and will not fit in the current 50 character limit.
3 votes -
View contact filtering on pending blast emails
As a marketing or database manager, our agents must seek approval when sending a blast email to a larger group of contacts, to ensure they are sending appropriate messaging to the right recipients, and not accidentally spamming our entire database.
It would be extremely helpful to be able to view what contact filtering the agent used while I am viewing the pending blast email, so that I can easily identify whether they have done so correctly. Just knowing the total number of recipients will only help me so much.
3 votes -
Easily see repeat inspection attendance
Would it be possible to implement a way to easily identify buyers who have attended more than one inspection at a property?
Currently you can only filter to see those buyers who have attended at least one of any selection of past OFI dates.
3 votes -
Cancelled Auction Toggle
Given that we are expecting a slight downturn in the market – we thought it would be beneficial to have a ‘Cancelled Auction’ Toggle – similar to the ‘Pass in Toggle’ where we could mark an auction as cancelled before changing it to a private sale.
This would assist with reporting and tracking Auction Results.
1 vote -
Allow blast emails to use second email address
As an agent who has a second email address entered for some of my contacts, I would like to be able to include those in my recipient list when sending a blast email campaign.
3 votes -
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 -
Sales Statements Screen Improvements
Could we please have the following improvements made to the Sales Statements Screen (Accounting > Sales> Statements)?
- A checkbox to hide Zero Balance Outstanding statements
- An option to sort ascending/descending by all column headings
- A column for Total Un-invoiced (being the total of campaign items that have not yet been added to a Vendor invoice)
- Ability to re-order the columns so the layout is easier to follow (as per the user's preferences)
3 votes -
Registered buyer total in project summary screen
When viewing the project summary screen we can see the total number of units, appraisals, listings, reservations, sales.
It would be handy to also see the total number of registered buyers across all listings within the project here, to enhance our vendor reporting.2 votes -
365 SMTP email relay option
Scenario - an office uses Microsoft Exchange Online to manage their email.
All emails have an email signature injected into the email at the exchange end.
User data is retrieved dynamically from AD(Active Directory) and used in the signatures.The HTML based signatures for users in Box and Dice is not manageable with so many users and changes that occur (email addresses, titles, mobiles etc.) within a large organisation.
Can a feature be added whereby customers can select to use an external mail relay or SMTP mail server to send out emails from Box and Dice.
2 votes -
Contact Timeline in App
Make the app so you can view full history and notes of contacts
3 votes -
SMS Character length restriction
Settings>General>SMS>An option here to be able to restrict the characters/length of an SMS sent. eg 160, 320, 480, unlimited.
Even though there is the counter showing number of characters used, you cannot restrict this is anyway. It would be great to have a settings option whereby admin access staff can set a character limit so we can control the size of SMS's.
Reason: To keep SMS size uniform throughout the company and also cost cutting/no wasted SMSs going out.
3 votes -
Option to add companies watermark to photos
I would find if very helpful if the companies watermark could be selected to be added to photos from B+D. It will ensure everyone in the company is using the same watermark and it is put in the correct position on the photo. Agent could then also then decide it they require it all photos or just the main photo.
3 votes -
Contact search by email address when CC-ing from the Library
When sending an email via a Library template, if I want to CC other contacts I can only search them by name. Whereas when sending a standard email I can also search by mobile or email address.
Often there are several contacts with the same name which makes it very difficult to know if you are selecting the correct contact or not.
2 votes -
As a database manager, I would like to be able to link a Contact to multiple Businesses
If a particular contact in the database is a director of 2 companies, I want to enter both those companies into the system and mark my contact as related to both of them.
Currently, once a contact is related to one Business (Company contact), you cannot add another Business.
If you add the related contact via the Company contact screen, it will remove that contact from any previous Business (Company contact).
3 votes
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