387 results found
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Ability to manually trigger project stage commission invoices
As an agency who manages projects, we often want to have commission invoices in the system as soon as we have received the full deposit into trust.
The commission stages are triggered by the entering of sale/unconditional/deposit release/settlement dates - none of which apply to the above. It would be great to have a simple button on each commission payment stage to allow the user to manually create the commission invoice.
The current workaround is to manually enter one of the above dates as today's date (to trigger the invoice creation) and then remove it again which is a lot…
2 votes -
Rotate main image shown on portals
Create a new feature to enable or disable depending on agent preference.
Business Case:
Rotating the main image on the portal through a few (best) images gains significantly more traffic to the details page of a listing.Details:
B&D would rotate the order of the first (X) photos for a property every (Y) days so that the photo displayed in portal search results (i.e. the first photo) would change. Rather than relying on picking the best photo, the agent would pick perhaps 5 good photos to be rotated through.
It will also create an auto-push to all portals on the…1 vote -
View/edit tasks on app on behalf of other consultants
Would be very helpful, especially for PAs, to be able to view/edit tasks on behalf of other sales agents via the agent app
by Lisa Page2 votes -
Automatic emails to vendors, buyers and their solicitors with e-contracts.
Once a sales file is marked sold on the system and all the sale details are logged, trigger mail merge emails with a copy of the contract and all relevant sale, deposit, settlement and buyer details that are sent to everyone
2 votes -
First Portal Upload Date
I want to be able to pull a report at the end of each week as to what listings have been uploaded for this first time ‘this week’
I can see ‘First published date’ and ‘Last Portal uploaded date’ but nothing about ‘First portal uploaded date’
Can I please get a new filter for the 'First Portal Upload Date' so I can see when a listing has been uploaded to the portals for the first time?
2 votes -
Active Pipe Integration - Just listed automation trigger
I think that the correct date to trigger this feature should be the campaign start date. Currently, the trigger is the listing date (as per the listing authority) which can be weeks before the property goes online. If this date is used, then the automation does not work.
The date used to enable the automation needs to be the same day as the property is uploaded to re.com and domain. The campaign start date would work well. I am told Box and Dice cannot change this?
I understood the benefit of having Active Pipe integrated with Box and Dice is…4 votes -
Add more filters to Buyer Leads
At the moment there is only the ability to filter Buyer Leads by contract requested and offer made as per below.
It would be good to be able to add additional filters like:
Requested or Sent Building and Pest Inspection Report
Requested or Sent Due Diligence Information
Registered for Auction
Requested or Sent EOI/Tender Offer Form
5 votes -
Gender Selections in Box+Dice need to be more fluid and inclusive
As an agent
I would like a new field in B+D for gender
In order to correctly address a contactAt the moment we can only select male and female genders. This is required to be updated as a lot of people do not identify as either.
Having another field available to select, will help the agent to correctly address the contact when they are communicating with them.
2 votes -
Reporting on Pending Transactions
As a client
I would like to be able to
Export the Pending Transactions to CSVCurrently unable to export to CSV but can export Ledgers, Transfers, Receipts and Payments in the Trust section of Accounting
Reason:
For review by the Directors and our Finance Director
Copying and pasting to Excel is not clean3 votes -
Improve Attachment Name of Advertising Invoices when emailing from B+D
As a send of Advertising Invoices to Vendors via email from B+D I want the attachment name to be meaningful to the recipient so that they are not confused and the communication is more user-friendly.
At the moment, the attachment is named after the template selected, which also means that every attachment to every client from the same template will bear the same name.
If I am sending two different emails to a client with two different invoices attached those attachments are indistinguishable by name and the client has no need to know that I chose the 'without payment options'…
3 votes -
Task Manager Feedback - As a user of the Task Manager, I would like related contacts or properties to be suggested when creating a task
When creating a new task, the property drop down menu shows random properties, not related to the contact, you have to search for the property, it would be ideal if the properties related to the contact showed in the drop down (and vice-versa).
2 votes -
As an Admin user, I want my Deposit Balance Date Reached auto alert to let me include the details of the Purchaser who must be contacted reg
'Deposit Balance Day Reached' however there are no 'fields available' for the Purchaser - only the Vendor.
As payment must be obtained from the Purchaser, and these details are available for other triggers, I would like these to be added:[Purchaser Address]
[Purchaser Contact Details]
[Purchaser Name(s)]
[Purchaser Postal Address]2 votesHi Supporters
The Product Team are reviewing your suggestion
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Add contact hyperlink or else ID to system alert for 'My Contact'category change due to contact merge
Can a hyperlink or else Contact ID be added to the system email alert triggered when the Consultant for the 'My Contact' category is changed against a Contact, as a result of merging duplicate contacts?
When multiple contacts in the system share the same First and Last name, it’s difficult to determine which merged Contact the auto alert email relates to.
The addition of a Contact hyperlink (or else a Contact ID) to the system email alert would help users to precisely identify which merged Contact the alert relates to.
2 votes -
Automated SMS at checkin
One of the agents within our office has asked, if the same buyer attends multiple inspections at the one property is there a way to only send the automated SMS at the time they attend the first inspection only and have the SMS turned off if they attend multiple inspections after the first one at the same property?
3 votes -
Adding Contact as a Solicitor/Changing Contact to Solicitor
1/ It would be great if, when adding a contact we could also select as a solicitor (not just person or company) - rather than having to go in though settings/genera/sales/etc
2/ Also there are some current contact that are solicitors but not recognised as such - would be great if we could have the ability to change from 'company' to 'solicitor'1 vote -
Legal name field
Would it be possible to have the legal name of a contact pull through as the name listed on all documents generated - ie account sale reports, instead of just the general letters.
Otherwise just the client 'name' appears which may not be sufficient for accounting / legal purposes on all documents.
You do not always need to input a legal name, however when you do it is often because it is required. And you would want this legal name to pull through to all documents relating to this client/sale.
ie; If a Legal Name is available, use the Legal…7 votes -
automatically assign the My Contact category to all contacts imported to the DB
To have contacts automatically pushed across to activepipe they are required to be in a (My contact) category - meaning they are assigned to an agent.
Currently box and dice does not automatically do this when an agent adds a new contact to the system
Therefore we need to manually enter contacts from box & dice to say activepipe.
I suggest this is reviewed as I feel this is a basic feature the CRM should do when gathering data
7 votes -
Clients name in Subject line when using Blast email
Adding the option of automatically including the client's name or greeting in the email blast subject line. This will increase the open rate
1 vote -
Auto Alert for Inspection Added to Listing
As an Admin user
I would like to be able to have an Auto Alert for inspections added to the listing
Business Case:
Staff users currently add the inspection to the listing but do not have the ability to portal load the listing. Once they have loaded the inspections to the listings they need to send that information manually to an Admin for the Admin to load the listing to the portals.
Having an Auto Alert that does this automatically would be beneficial to the staff users and Admins, as they would be alerted as soon as it happens
2 votes -
Re-add ”Keep Informed” note identifier
”Keep Informed” note identifier was removed from V4 in the Notes section of the Contact profile
Request:
Please re-add this back to the Notes Section against the contacts in the Buyer RegisterReason:
You can select all notes in order in a buyer register.
So you can easily select all buyers who wanted to be kept informed and call them.
So if there's a 100 buyers in the register I need to quickly find the 7 of them who asked to be kept Informed.2 votes
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