381 results found
-
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 -
Mailchimp Integration
We would like to have created a Mailchimp integration so new contacts that are added into box and dice automatically flow through to our Mailchimp database.
Also receive information to have it recorded that the email was sent, replies, capture the data, set audiences, manage and view unsubscribes.
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 -
Toggle multiple calendars
Could we please have the option to view multiple consultant calendars at once (similar to in Outlook)?
This is ideal for team members operating in groups / with PAs / management etc.
1 vote -
Align property types with NZ portals
As a New Zealand user, I would like the option to have the Property Types in my system restricted to just those that can be pushed through to all NZ portals.
There are currently a huge number of options in B+D and the majority of them can't be pushed through to all portals leading to confusion for users when loading listings and pushing to portals.
TradeMe has the most restrictive list of property types so I would suggest using this as the list to restrict the NZ property types to. This would really clean things up and improve the user…
2 votes -
Entering contacts who are couples
The current process of entering two contacts who are a couple (or some other relationship) is cumbersome. They have to both be created independently and then linked by adding a relationship between them. Could this be streamlined?
2 votes -
See if a contract that was emailed has been opened and how many times
I have found out another program used by a fellow agent in another company allows them to see when the contract has been opened and how many times it has been opened.
I know we can see email blasts openings but being able to see if attachments sent via email through Box and Dice have been opened and how many times would be invaluable to ascertaining a buyer's level of interest if you are struggling to get hold of a buyer.
2 votes -
Filter by listing type in App
Can we please have the option to filter listings in the Box+Dice App by Listing Type. This would help an agent distinguish between live and off market listings.
2 votes -
Print out a checklist of property features
We would like to print the property attributes on a report. The idea is that an agent would go to the property and tick the sheet with attributes and bring back for office admin to enter into the listing. i.e pool, A/C etc.
It would be ideal if this report could contain the exact options available on the property (advanced fields, views, materials, features, styles) including custom ones we have added into settings.
2 votes
- Don't see your idea?