387 results found
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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 -
Editing Solicitor/Conveyancer Information
As an Admin user
I would like to be able to allow Staff (Open) and Staff (Office) to edit the Solicitor/Conveyancer Information without being able to edit any other information in the listing
Business Case:
Only Admins should be allowed to edit Listing Information, to ensure the Listing Information posted online is compliant.
1 vote -
Would like the ability to add or change recipients on vendor report from App
When creating an email report to send to the vendor, you cannot add any other recipients besides the preset vendor(s). Agents want to do this to keep each other updated when working in a team. This can be done when sending any other email from the App. (and add in any other reasons or arguments, etc)
2 votes -
ABA payment reference field
At present the payment reference generated when using ABA files uses the Solicitor Reference field for the details.
Whilst this works well for payments to Solicitors, it results in the same reference number being used for payments to other parties (including the agency) which can be confusing to the recipient as the Solicitor's reference number is often a not easily identifiable set of numbers and/or letters.
It also means the user has to go back to the Listing Information screen to keep changing the Solicitor Reference every time an ABA file is generated for the property if they want the…
2 votes -
Multiple Funders for Advertising Campaign Items
As a user I would like to be able to add multiple funders to a campaign item so I can handle all of the possible splits that my agency may need to allocate.
E.g. Vendor is paying $500, Office is paying $30 and two Consultants are paying $15 each.
These splits should all filter through to the commission sheet so they can be allocated against the various funding parties accordingly.
2 votes -
Rental Advertising Campaign Management
Could we please have the same Advertising Campaign management function that is available for sales listings to be made available for rentals listings? This would be a big step forward for agencies when have rent rolls as there are few other options available for reconciling advertising invoices for rental listings (to keep track of this agency expenditure).
2 votes -
New Payment method Online Payment to be displayed on Invoices
We would like to be able to add a new method to the payment section in Office settings (Settings->General->Office) called something like 'online payment', which includes a field for the payment URL.
2 votes -
Support bulk adding addresses with letters in the unit field
Being able to add a large number of apartments or units at the same street address is great, however if the apartment number contains a letter this function doesn't work.
For example: "101-105" works to create 101, 102, 103, 104, 105.
but there is no way to bulk create G101, G102, G103, G104, G105 all at once.2 votes -
Batch print Task letters
As a PA who needs to produce dozens of letters each week for completing sales (amongst other things), I would like to be able to select all such Letter Tasks within a certain timeframe, and bulk print them all at once.
1 vote -
Customise Campaign Item Types
We'd love to be able to customise item types rather than just using Sundries for anything that doesn't fit the existing options, and/or rename the existing options to better suit our preferred category names.
2 votes -
Option to enter Solicitor Reference when processing a Stakeholder Payout
The Solicitor Reference field is inserted into each transaction when creating an ABA file for upload to the bank, and will then appear on the recipient's bank statement.
It would be great to be able to enter this field when processing a Stakeholder Payout (at the point they are entering the solicitor's bank account details); saving time not having to go back to the Listing Information screen if a solicitor reference number is provided.2 votes -
Solicitor Ref field in ABA files
The Solicitor Reference field is inserted into each transaction when creating an ABA file for upload to the bank, and will then appear on the recipient's bank statement.
Could this field label be changed to 'Bank/Solicitor Reference' or perhaps a tooltip added to make it clear how this field interacts with an ABA file?2 votes -
Integration with Facebook
Can an integration be set up with Facebook to be able to post both listings and agent profiles?
2 votes
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