387 results found
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Ability to amend "Actual Release Deposit Date" after settlement
Want to be able to change the "Actual Release Deposit Date" in the Sales Details tab after a property has settled without having to reinstate the sale.
In most cases the monies are drawn from trust at settlement, however there are times where we are owed money at settlement but we need to settle the property on the day it settles so it comes off our settlement report. At the moment we are having to either wait for the monies to come in, draw the funds then settle it OR settle it on the day but then reinstate it to…
1 vote -
Producing an invoice which reflects funds held
When funds are held in trust (until release) which will go towards paying a commission invoice, I'd like to be able to print/email a Tax Invoice showing that funds are already held which will pay for part of the invoice, and only the difference appears as payable.
Currently I need to add a sales receipt, print the invoice, and then delete the sales receipt (as the funds have not actually been drawn yet).
1 vote -
Default Trust account during manual ledger creation
If a user has set up their office as the default office on a trust account, can this office's trust account please be selected automatically when creating a ledger manually? This would significantly reduce the opportunity for human error for offices who manually add their ledgers.
1 vote -
Trust Receipts Signature
Can we please have the option made available to add an electronic signature to a trust receipt? This would save users a lot of time signing receipts before sending them to clients. Clients have received mixed feedback from auditors about whether an email signature is/is not sufficient when sending a receipt electronically so they would like to be able to have the signature placed onto the receipt automatically.
Even in the instance where this may have been determined to not be required, it would be great to have an option to email a receipt which does not have the manual…
1 vote -
Part deposit bond
Can we please have an option to enter a Deposit Bond for part of the deposit only? One office has reported more than one incident of needing to enter a deposit bond for only part of the deposit with an initial deposit having been paid by Cash/EFT/Cheque.
1 vote -
Footnote on invoices
We need the ability to add some text to our invoices please. Perhaps the best / simplest solution would be an empty field with the ability to add an editable footnote.
For example we want to add a "money transfer precautions" footnote - alerting people to the possibility of cyber fraud.
1 vote -
Send more than 2 consultants to REA for Commercial Properties
Currently you can have 3 advertising consultants in the listing information screen however Box & Dice only push through 2 consultants to REA.
I have confirmed with REA that they can accept up to 4 consultants for commercial properties on real commercial.
Could you please update the feed to allow more than 2 consultants to be pushed through to realcommercial.com.au.
1 vote -
Increase size of blast content box edit screen
It would be great when editing a Content box in a blast email if it was a larger screen so you can easily navigate. Currently the content box is quite small and hard to move around.
1 vote -
View invoice amount when making a manual Trust Payment
As a user I would like to be able to see both the invoice number and invoice amount when making a manual trust payment against an invoice (Property > Accounting > Trust Payment > invoice selected to be paid).
At present I can only see the invoice number. This makes it clunky from the user's perspective as the invoice number must be known before making the payment. Ordinarily, it is the invoice amount which will be recognised first when making a payment.
This enhancement would make the trust accounting process much more efficient when making a manual payment.
1 vote -
Click to SMS from task screen
When on the Contacts page and you click the mobile number, the sms box pops up. It would be handy for the box to pop up in the task manager screen too.
1 vote -
Buyer Register PDF listed by last name
We would like to be able to generate the Buyer Register PDFs with last names as the means of identification/sorting.
A number of the team use last names to identify buyers when reporting to vendors instead of first names, and would like to be able to continue to do this in their transition to Box+Dice so having this option in addition to those available would be helpful.
1 vote -
Library label ordering
When I print the Combined Relationship Attention (7x3) labels it prints out alphabetical first name.
However when I print the Combined Relationship Fullname (7x3) labels it prints out alphabetical surname.
Is there any way we can get the reports to print out in the same order. For example an agent likes to write a personal message in his cards and likes to have the fullname report next to him so he knows the name of the person. And when the reports print differently it takes 5 times longer to match up the fullname with Attention.
1 vote -
Revised blast report layout
Could we please have a revised Blast Report layout made available that shows the recipients in a single list with the stats relating to their interaction with the email ranked in order or most active to least active?
For example:
Name Clicks Opens Unsubscribed Failed
Sally Jone . . . . . 5 . . . . . 7 . . . . . - . . . . . -
John Smith . . . . 3 . . . . . 5 . . . . . - . . . . . -
Jane Brown . .…1 vote -
Tenant registration on website
It would be super amazing to have a "Register" button for tenants to register their attendance at an open via our GRAB website; with a view to allow functions such as pressing one button to notify tenants that an open has been changed or cancelled.
1 vote -
Include residential address in buyer search on App
As an agent in a large agency, I would like the residential address to be displayed in buyer search results as well as the existing mobile/email fields.
Because we may have many existing contacts with the same name, but perhaps not their current phone or email, having their address visible would be an extra safeguard to prevent creation of duplicates, and later issues concerning unique categories.
1 vote -
Access general notes on buyer reporting
It would be very beneficial if there were a way to include general contact notes on buyer reports, rather than only buyer notes related to the specific listing I am working from.
This will give me a fuller, more comprehensive view of their real estate journey without needing to navigate back and forth between the buyer leads screen and the main contact screen.1 vote -
Backdating appraisals
By default, an Appraisal will be dated as the date on which it is entered into the system. If you include an appointment at the time you first enter the Appraisal, it will be dated as per the date of the appointment.
However if you are wanting to enter an appraisal which has already taken place, and back-date it, this is currently very fiddly to do.
It must be done from the contact screen of all vendor(s) attached to the appraisal.
- Locate the Appraisal activity within the contact history .
- Click the small down-arrow to the right, and…1 vote -
Option to always add Buyer contact to database under lead agent
When agents are at open homes helping out their colleagues taking names and numbers on their own mobiles to help out, currently the SMS message that is being sent to the client as they are checking in is coming from the agent that is taking their details, not from the listing agent.
This is an issue because the other agent’s contact details are in the SMS, rather than the lead agent. It’s better the SMS is sent from the listing agent's number so that it’s easy for the buyers that are coming through to come back to them.
Also, the…
1 vote -
Add export invoice contents to CSV option in accounting section
One of our advertising staff has asked to put forward this feature request.
They would like the ability to export the contents of an invoice to a CSV rather than just the one line invoice summary total export to csv option we have currently. This would allow them to pass on a line by line breakdown of a particular invoice to the necessary parties, at the moment she is having to screen shot the invoice which can mean several screenshots if the invoice contents are long.
1 vote -
Additional rural property type categories
As a New Zealand user, I would like all the rural property types that are accepted by major portals TradeMe and RENZ to be available in Box+Dice, so I can load my properties accurately on those websites and have buyers find them easily.
Examples not currently available include: Sheep & Beef, Grazing, Finishing
1 vote
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