391 results found
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Order Buyer Leads by First Name/Last Name
We would like to be able to order the list of Buyer Leads by First Name And Last Name
Presently we can sort by a number of fields but not the name:
Use Cases from agent:
When comparing buyer lists with my colleagues on current interest over the phone for example.
If we order by (for eg) “interest level” (in out maybe) the list on my screen comes up differently to other users’ screens and when we walk through the list discussing buyers and their interest we can’t see the list laid out the same way.
Plus sometimes it is…
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Add new contacts date subfilter "over a year ago from today" as a dynamic date
When filtering in the Contacts screen, are we able to please have a new condition for dates: "over a year ago from today" that would work dynamically, the same way as "last year from today".
For example; I want to create a favourite search for "Last Phone Note/Task Completed was at least 1 year ago".
If today is 2022-01-01 I can use the subfilter: Activity Date is less than 2021-01-01 but tomorrow I need to edit my filter and manually change the selected date.1 voteThank you for your Suggestion!
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Residential address filter by project
As a consultant I want to be able to filter for contacts by Residential Building/Project so that I can target residents of a complex.
1 vote -
Sorting buyers by Most Recently Added Note
Prior to Align, buyer leads could be sorted by interest level, last inspection, date added, source, and Most Recently Added Note.
This can no longer be done for source or Most Recently Added Note.
It was of great help to be able to sort the buyer list by how recently they have been updated with notes.1 vote -
Use of QR Code to update contact details
With QR codes getting a bit of traction, I was wondering if you had anything in the works to eventually utilize the technology?
For example, scanning clients QR codes as they enter into an Open For Inspection, ensuring their contact details are up to date etc?
1 vote -
Move Attachment Link from bottom of the email
When emailing an attachment via B+D the attachment is added as a link to the bottom of the email.
People are missing the 'attachments' all the time because they don't expect to see them there.Putting them at the bottom also risks them being overlooked, given that they are not actual attachments (only links) and there will be no paperclip on the message to signify an attachment.
Solution:
Place link at the start of the email, above the salutation, left aligned1 vote -
Buyer Lead reports - Source chart
After using many CRM systems in the past, the reports section is really important when we are overlooking at the data we hold. Where we need to understand where our enquiry is coming from is extremely important.
I do think that there needs to be a number next to the source (X came from realestate.com.au, X came from domain.com.au) and a percentage tab.
This looks more professional, and gives more of a story to the pie chart.I do think this should be included and look forward to receiving your feedback.
1 vote -
Allow enabling of media vendor campaign item download for listings outside my own office
As an Advertising Manager, I need to be able to enable the initial items sync on the listing if it is outside my office.
At present a user needs to be associated with a staff profile that matches the listing office to be able to enable campaign items downloading from any media vendor. This is contradictory to the existing functionality that allows a user to send a listing to CT for an office other than their own.
Can we please have the functionality changed to match so that a user can manage CT any media vendor integration for more than…
1 vote -
Keep dates fixed at the top of the Inspections tab screen
When you go to the Inspections tab to add multiple property inspections, the first few are okay but if you scroll down the property list, the inspection dates that are at the top of the list, stay at the top of the page and disappear from view as you scroll down.
Can you make them always show so we don't have to keep checking we're clicking on the correct day?1 vote -
Add email address to Buyer Leads list screen
Is it possible to add the Email field for buyers into the main list screen?
The main two ways I communicate with my buyers are by phone and email.
With both of these fields displayed on the main list I can see at a glance if I am missing either of these key pieces of information, without needing to click into each one by one.1 voteThank you for your Suggestion!
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QR code registration also collect residential address
Is it possible to have the contact also add in their residential address as well as contact details - this could give the opportunity of booking in market appraisals?
Even as a non-compulsory field.1 vote -
Include Purchaser Activity consultant in Sale listing information screen
Whilst I realise you can click on a vendor contact to view the Purchaser Activity agent of a Sale - it would be great to have this display on the main property listing page along with the other sales info & listing agents. Then we can easily see if the incorrect agent was selected.
1 vote -
Add more flexibility in filtering buyer notes
As a user we would like to be able to filter the buyer register more. Currently we are asking bidders to 'register to bid'. It would be great to be able to filter our buyer register list to those bidders who have registered.
Even going as far as adding a different colour/thumbs up for buyers who have registered to bid, would remove the need we currently face of creating a separate list of buyers who fit this requirement.
1 vote -
Contact search based on listing settlement date
We would like to do this in contacts in order to have the ability to blast with Activity type - purchased / purchaser settled based on the actual settlement date.
We have been advised by Support that the Purchaser/Purchased Activity date corresponds to the date the Sale Activity was entered into the database, and not any of the dates actually entered into the Sale Details area.
A Purchaser/Purchased Activity has a date range, visible when you edit it from the contact timeline (ie between when the sale is entered through to when settlement is entered). The Contact Activity date filter…
1 vote -
Contact activity property type subfilter
When I have a buyer for a block of units that are probably not for sale, I want to ring all the owners of blocks of units on my system, to see if I can convince them to sell.
So I need a list of :
All Owners of Blocks of Units (regardless of if currently for sale or previously sold or not)
I also want the list to be about the Contact (not the property) - I would like to know Owner name, residential address and phone details.Contact filter would therefore be
Activity Type > is any of…1 vote -
Permission settings to allow listing and OFI edits based on the listing agent
My agency operates by allowing agents to manage their own listings, but I don't want them to be able to edit other agents' listings - only their own.
I would like a way to allow an agent to edit listing information and inspections only for listings on which they are a listing or advertising consultant.
1 vote -
Automated redirect for shortened listings URLs
While URL redirects can be created manually for GRAB website pages, it would be great if these could be automated, to save having to do this step for every new listing.
For example in the format: mydomain.com/123456 or mydomain.com/123-smith-street-richmond
1 vote -
Filter matching contacts by My Contact category
When using the Matching Contacts feature on an appraisal or listing, I would like to be able to further filter the list of contacts by My Contact so that I may communicate with my own contact database, in accordance with my company's internal policies.
1 vote -
Add functionality to search and filter Relationships
Because there are different types of contact relationships, it would be very helpful to be able to distinguish between these via search filtering, and library communications.
For example;
when sending a blast/email to multiple contacts, I would like to send this only to the 'main' contact of all the sets of partners in my search results.
when composing combined Christmas letters, I want to address these only to husband/wife or partner/partner relationships, and not friend/friend or father/daughter relationships.
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Ability to merge contacts on the App
As an agent using the mobile App at an open home, if I discover a contact has been entered into my database multiple times, I would like a way to merge those duplicates then and there.
1 vote
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