381 results found
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Record Call Logs
We believe the ability to record call logs in Box+Dice is core functionality for our team. Being able to track calls with our contacts is essential for maintaining a complete communication history and ensuring accountability.
Ideally, this feature would also allow us to create a follow-up calendar event (integrated with Outlook) directly from the call log. This would streamline our workflow and help ensure timely follow-ups, which are critical to our business.
Thank you for considering this feature request.
1 voteHi Supporters
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Option to upload files/documents IN BULK to multiple Box & Dice Listing/Property Files
Like most businesses, we have a number of forms – Privacy statements, fillable offer forms, trust account detail forms etc that need to be in each file section of our listing for administration purposes and also available to the sales agents (through the agents app).
These are generic forms which need updating from time to time and also need to be added to or changed regularly.
Wouldn't it be great to be able to add these files to all current listings in a bulk upload?
It's currently extremely time consuming to search and open each individual listing file and drag…
5 votes -
Matching Criteria - Listing type filter
Hi team
We would love to have an option within edit matching criteria that allows us to filter matching listings displayed based on listing types.
For example, adding in a drop-down filter.
It would be great if the filter can include the current listing types:
- Private sale
- Auction
- Expressions of interest
- Off market
2 votesHi
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Entering buyers - Key Pad
When adding a contact as a buyer on the app, if you are searching using numbers e.g. adding the contact by mobile, we would love the for the numeric keyboard to appear like a keypad, similarly to editing a mobile on a contact. This enables a more efficient process for agents and less room for error when entering contacts at opens as the keypad is a larger screen.
1 voteHi Emma
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Pin Contact Boards
We would love to be able to Pin Contact Board templates - e.g. we have created templates for our Sales and Property Management teams and would love for to pin the sales or PM board as required, rather than having to find it each time.
1 voteHi Emma
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Define "Owned Properties" in Contact Deduplication modal
I'd like to have a contacts Owned Properties listed in the Contact Deduplication modal the same way the Residential and Postal addresses are.
Thanks.
1 voteHi
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Add property information to buyer reports
Buyer reports - please adjust these reports to show us whether we have an property address for these OFI buyers it’s literally the most important thing to be able to see and know eg where they’re moving from and whether they have a house to sell or not…crazy we can’t print a report with that on there.
3 votes -
Total number of future tasks visible across office groups
As a user in an Office-Grouped environment
I want the total number of future tasks visible on any contact screen to equal the number of tasks that I actually have permission to see
so that my and others' data privacy is kept intact.1 vote -
Ability to save files on a Contact Card
We think it would be beneficial for Box+Dice to have a contact card page, similar to the Vault Filing Cabinet options. See example below:
https://support.vaultre.com.au/hc/en-au/articles/36000429953
This way agents can save Documents and IDs against the contact card, rather than the only place documents can be saved being a property page.
2 votes -
Auto Alerts for Staff Updates
As a Manager
I would like Auto Alerts for Staff Personal Details
So that I can keep track of my staff's milestonesExample:
Category = Staff
Trigger = Birthday Date Reached
Action = Send Email
Subject = [Staff Name]'s birthday is this week
Message = Send them a card, their birthday is on [DOB]
When = 7 days beforeDOB pulls from Staff Personal Details
1 vote -
Default to by inspection as opposed to by interest in the buyer register
It would be great to change the default view in settings so that our agents could filter by last inspection as a opposed to interest level.
2 votes -
More granular access to Dashboard
Now we have an "Authorised Offices" ACL, I would like to see this expanded out to the Dashboard permission settings please.
Currently team members have the option to view only their own dashboard or the entire office group.
I would like to be able to allow team members to view their own office/authorised offices, subject to their sharing permissions.
This would help reduce initial load times for the dashboard and ensure teams can view relevant information while avoiding exposing sensitive GCI target/budget/performance widgets to people who do not need access to it.
Please also see BD-6608. Thanks!
1 vote -
BCC the second agent when sending listing-related emails
I’d love if you could consider adding a ‘Bcc the second agent’ on the send email section.
We constantly have duplication of messages in our agency and this would be helpful in reducing this if they could be bcc’d.
2 votesHi Narenna
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Add Follow Up Bulk SMS Button to Buyer Leads Screen
We would like to add a "Follow Up SMS" button, similar to that of the "Check-In" button on the buyers list of a property. Once clicked, the bulk SMS template created in the automations section of Box+Dice will send to the buyers, and will also create an sms communication point against their name.
1 vote -
Advertising Copy
We need to add HTML tags to the Adverting Copy section. Labelling tags in the description boosts SEO and thus creates snowball effect for the fed-thru website and listing in the entirety.
1 vote -
Option for Admin Bulk Delete under search Contact
To keep our database clean, we would like the ability for Admin to search contacts, filter them and then bulk delete, rather than delete 1 by 1. There are several instances of "buyer-in" at an OFI and then they are still there months, years later without full details, etc.
2 votes -
Hover to see number of tasks on any given day
When creating a new task I would like to be able to select a date that has less tasks to even out my workload.
Currently I have to click into the date or have open in a secondary tab. It would be ideal when creating the task that hovering over potential due dates would show me how many tasks I already have on that date.
1 vote -
Remove GST deduction from GCI calculations
Currently the system calculates GCI as NCI because it automatically deducts GST. There is no option to report via the consultant dashboard or in sale details to INCLUDE the GST component in GCI calculations.
The fact that the system uses 'GCI' (Gross Commission Income) and "GCI (Gross Commission Introduced) is misleading and annoying given that Gross Commission Income is a standard industry metric INCLUDING GST.
In any case, Income or Introduction, neither of the figures are 'Gross' if they deduct GST.
1 vote -
Keysafe details in the agent app
There is a section to put the keysafe details on the listing, however, it is not visible to the agents in the app when they are at the property when they actually need the code.
Admin need to double up and add a note as well so the agents can see remotely.2 votes -
Display Contacts Marketing Permissions on the Contact Screen
View the permissions for each contact in the RH navigation column of their record, rather than click the “Edit” button to view.
To avoid marketing emails/SMS being sent to contacts, when they have explicitly requested not to receive them, or they have unsubscribed.4 votes
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