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  1. When receiving commission for a conjunctional listing, we add the conjunctional agent's commission as a deduction so that our agents/office will be paid the correct amount.

    On multiple occasions the full balance of deposit has accidentally been released to our General Account. It would be good not to have to manually check if a sale requires a conjunctional commission share payment before releasing deposit.

    Perhaps via a 'defacto' invoice, or some method of creating a Pending Payment.

    6 votes

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    0 comments  ·  Accounting  ·  Admin →
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  2. Would very much like Library merge letter/email & reporting functions for Rentals eg; print off rental appraisals same as can be done for Residential & Commercial properties.

    4 votes

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  3. As an agent I would like the option to be able to mark a contact as Do Not Contact, where we can retain all the information but they will be exempt from Email and SMS transactions both business and marketing.

    This would be similar to marking the contact as deceased. If the same email and mobile are used in another contact and they match as a duplicate the same "Do Not Contact" tag should apply to them.

    3 votes

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  4. When any special conditions are added to a sale, they have a Due Date field. It would be great to also have a Satisfied Date field, to record when this condition was actually satisfied in the case it was not by the due date.

    4 votes

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  5. Would it be possible to add a configuration setting to allow our office to choose our preferred maximum acceptable number of contacts in a bulk SMS?

    4 votes

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  6. As a user I'd like to be able to enter an amount to be allocated against items when creating a sales receipt rather than having to manipulate individual items to make up an amount being paid by a client (e.g. where a client has paid $1,000 and they are not using trust accounting but the advertising campaign costs $5,000).

    2 votes

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    3 comments  ·  Accounting  ·  Admin →
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  7. On the dashboard, users of Manager-level and above are able to view data of other consultants, consultant groups, and offices.

    Requesting for a way that users can view data of any consultant group they are a member of.

    5 votes

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  8. Be able to add a single task but to multiple contacts, in the 'Contacts' view, the same way you can add a single category to multiple contacts.

    We would like to be able to do this so we can prospect better. For example, if you have 12 sales you want your sales team to call their prospective vendors about, you would be able to get someone in the admin team to search the contacts in the street, and set up tasks for that salesperson to call their clients. Similarly for just listed and auction invitation.

    4 votes

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  9. When viewing the detail of a buyer in the Buyer Leads screen, I want to copy-paste their email address or mobile from this screen to somewhere else. (For example into Outlook)

    However those two lines on this screen cannot be interacted with like virtually all the other text on the screen can. You can neither highlight it nor right-click and copy.

    4 votes

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  10. As a consultant I want to be able to attach files to a Blast Campaign the same way I can attach files to a normal email from Box+Dice so that I can include relevant documents like Contracts, SOIs or Brochures and get engagement data about them.

    6 votes

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  11. So that these can be entered accurately and quickly, they enter these as advertising campaign templates, which need to describe both the contents and the office. The advice that the current limit of 30 characters makes this very difficult, and the resulting names hard to understand.

    Suppliers and Items can both have very long names (>60 characters)

    1 vote

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  12. When using the Whiteboard missed appraisals report, or using the Sales Appraisals tab to create a custom search report, it is not possible to include the appraisal cancellation date. Could this please be added?

    Could it also be possible to filter Appraisals by appraisal cancellation date also?

    3 votes

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    1 comment  ·  Reporting  ·  Admin →
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  13. When adding a Sold By Other transaction, we are prompted to enter the Settlement Date. We may not know this information, and would prefer to enter the Sold Date instead. Could an additional field be made available for this, and then the transaction date on the property show whichever is latest?

    2 votes

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  14. Currently if we have more that 2 agents attending an OFI and want to have this entered into their calendar, we need to either
    - edit each appointment and manually add the extra agents to it
    - create a duplicate OFI and set the OFI reason as 'Property Run'

    It would be great to be able to add as many additional agents as we need into the Inspections modal.

    4 votes

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  15. Could we please have the order of campaign items on the advertising tax invoice match the order of the proposed schedule of advertising as it would save time cross checking the schedule against the tax invoice.

    4 votes

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    0 comments  ·  Accounting  ·  Admin →
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  16. We have people who require access to the Sales Details screen, which also gives them access to the commissions screen. Ideally they don't want other to see everyone's Commissions, that screen should just be for Managers and Admins

    Is it possible to separate out the Commissions Tab so this can be locked and only viewable to people with access to Commission information

    3 votes

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    0 comments  ·  Accounting  ·  Admin →
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  17. I would like an option to change the sort order of buyers on the advanced vendor report, to sort by date added instead of interest level

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  18. Please add a feature where all Vendor Reports are automatically saved into the documents section of Box and Dice.

    2 votes

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  19. It would be great if we could access a report that shows the GCI per agent for a certain time period. In Qld our agents must meet a certain level annually.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  20. Can we please have the ability to send a short summary report via text to a Vendor after an open home?

    This is similar to the email version which is currently available via the app but just in SMS format.

    3 votes

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    0 comments  ·  Agent App  ·  Admin →
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