381 results found
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Template Library Categories as a Selectable Field
Currently the Template Library has a single dropdown for all templates, showing the category above the template name. This is annoying to navigate when you're not sure of the name of the template you need and have to scroll through hundreds. If you search for the category name, it does not show you everything under it, only those with the category name in the template title.
I'd like a drop down with the categories, and then a dropdown with the templates within the selected category. E.g. Select the 'Sold' category and then be able to select the sold emails. (This…
2 votes -
Recording off market sales
I've been told that B+D has 4 options for type of sale:
Sold before auction
Sold after auction
Sold at auction
Private Sale.
For our record keeping purposes it would be a massive help if off market sales could be recorded. Currently we have to measure this metric manually instead of running a report. Is this something that could be accommodated.
While those are Sale Types, within that you can filter for Listing Type Off Market and run the report from there, however there are instances where the listing type would be Auction or EOI, or PS, and a property…6 votesHi Meredith
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2 votes
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2 votes
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Add Interest Price information to the Agent App.
Add Interest Price information to the Agent App.
I can see where to add the interest price via the desktop but is there also an option via the app? I am wanting the information to appear in the advanced vendor report price feedback chart.5 votesHi Supporters
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Lead Flow Auto Alerts
I'd like Lead Flow triggers added to Auto Alerts.
I'd like to enable our agents to be alerted the moment a lead hits their B&D CRM from any source so they can action it immediately.
Triggers should include :
Reason to Call alerts
Email events such as opening emails sent from B&D and Active Pipe (where the integration is active)
Lead Scope tags added
Any other integrated lead source systemsThanks!
2 votes -
Auto Assign Contact Category at Check-in for OFI
Automatically add the chosen category to clients who checked-in during inspection
9 votes -
Past Inspections Report
We should be able to report on all sales activities at any given time.
Currently the CRM cannot pull a report on past inspections.
You can view them on the Inspections View tab but you cannot export to CSV.Adding an export to csv function on this view would be beneficial or adding a column for Past Inspections in the Sales Listing View that you can filter on.
1 vote -
Ability to copy task templates to other staff
As a user
I want to duplicate my task templates to another user
So that they do not need to spend time and effort re-creating templates that already exist.2 votes -
App : OFI push to portals
We would love for the app to push OFI times added onto portals.
We really need the flexibility to change this remotely on the mobile app as the team are often creating updates in between opens without access to a computer for the web version.
8 votesHi Supporters,
The Product Team are reviewing your suggestion
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Lead Flow
I'd like to access my LeadFlow lists from the agent app, so I can make my calls on the fly without having to be chained to my laptop.
5 votesHi Pete
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Send SMS from personal SIM
I've previously used MRI Vault before and it had the capability to input a client's first name (with a entry field "$$firstname$$") in a message. This would go from the MRI vault app, to my phones messaging app, so that I could send the personalised SMS directly from my phone.
This was extremely useful for a number of reasons:
1) when I received a reply message I could see what message I sent them and who they are, and what they are replying to.
2) I could use my own phone which has unlimited SMS and send longer messages.
3)…
2 votesHi Dennis,
The Product Team are reviewing your suggestion
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Schedule Web Portal Uploads
As an: Agent or Admin
I would like to: schedule in advance the date a listing becomes Active and automatically uploads to all web portals configured for that listing, based on the Campaign Start Date field.
To accomplish: allow listings to be prepared, reviewed, and approved ahead of time so that they can automatically go live on the correct date — even when the responsible agent is on leave, away during weekends, or over holiday periods — ensuring marketing timelines are met without requiring manual intervention.1 voteHi Marina
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Email open status display on agent app
As someone who spends most of my day working from my phone, I would like to be able to see whether buyers have opened the emails I send to them (for example contracts) in the agent app, to know who is engaged and should be followed up. Currently I need to log into the web application to see this.
1 vote -
Ability to save CMA reports in the files as "CMA" rather than "other"
As we can do with SOI's, listing authorities and contracts, it would be handy to have a "CMA" option rather than dropping the report in as "other"
3 votesHi Supporters
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Lead Flow- add Matching Criteria
Having the option to add matching criteria in the lead flow section.
2 votesHi Supporters
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middle name
Could we add a middle name field in Box and Dice to show up on trust receipts so that the name on the receipts matches other documentation that is provided to vendors and purchasers, while still allowing us to send general marketing using their preferred names
2 votesHi Supporters
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Update Staff Sharing Permissions to include Task Templates and Saved Filters
When users are added to a 'team', it allows them to manage various things for each other. (sms, email, existing tasks, categories)
It, however, does not allow for a user to see another user's lists (task templates, contact/property saved filters)
This will need to be manually created if you'd like to see them on your own end.We would like saved filters and task templates added to Staff Sharing permissions
2 votesHi Supporters
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Contact boards - Deleting
It would be great if there was an ACL to restrict users from deleting boards created by other users. Similarly to saved filters shared in office groups, if one user creates a board for the group - only they can delete it not others.
1 vote -
Opens appear in calendar once uploaded to portals
If an agent forgets to hit upload to portals for an OFI they do still appear in the calendar, therefore thinking they have loaded them online.
Can we please request that opens only appear in your calendar if they have been actually uploaded.
1 voteHi
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