392 results found
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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 -
As a user of the Enterprise Importer, I would like my incoming listing to be matched by uniqueID as a priority over property address
When a listing is uploaded to Box+Dice, the current Enterprise Importer logic is as follows:
Find a Property from a XML file by its address (doesn't support lot numbers).
Update the Property information (if something changed, e.g. beds/baths, house/land sizes, etc).
Find a Sales Listing by uniqueID. If not found - try to find it by the Property address (like in step 1).
Update the Sales Listing information (e.g. prices, office, external reference ID, etc).
This can (and has) caused issues in a multi-office/office group system environment.
For example if the Listing was found by address, it may already contain…2 votes -
able to select 'Rental Appraisal Activity Consultant' in Task Templates
Issue
With the increase in support of Property Management in Box+Dice, users are starting to look at setting up alerts and loyalty campaigns which reference consultants on Rental Appraisals and Rental Listings.
Currently, only consultants related to Sales Appraisals & Listings can be used.
The currently available Role 'Appraisal Activity Consultant' refers only to Sales AppraisalsOutcome
Provide functionality to allow use of 'Rental Appraisal Activity Consultant' and 'Rental Listing Activity Consultant' Roles with Loyalty Campaigns.
It would seem logical to do the same for Auto Alerts as well.2 votes -
As a Sales Manager, I would like the ability to set a default task type to improve my reporting accuracy
Client has a problem with reporting on task type and believes that if they were able to change the default Task Type to Phone (instead of generic 'Task') this would go a long way to helping behaviour change in their business.
The largest proportion of entered tasks are to be phone calls, so they would like to be able to set this as a default task type when a new task is created. Many admin staff will fail to set the correct task type when doing so, and most agents will not change the task type when completing the task.
…
2 votes -
As a database manager, I would like to be able to search for past communications with contacts by agent, date range, communication type, and
As an agent or database manager, I would like to be able to search for contacts who have had certain previous communications, for example to check whether the correct people had it sent to them, follow up, etc.
Desirable filters would include:
which agent(s) sent the communication
the type of communication (Letter, SMS, Email, Blast Email, history note)
a date range for the communication
text matching for the title/content of the communication
2 votes -
As a fanatical database manager, I would like to be able to search for properties based on property details filters, even if it has never be
Examples of use cases
The client has imported or inherited data, and wants to tidy it up. He wants to clean up the list of available custom Property Features, but cannot remove any which are already applied to properties. He has no way to find those properties to remove those unwanted features except by checking them all individually.
The client wants to prospect his Owned properties (which may not actually be listed) for certain criteria as he has a very keen buyer looking for something specific.
Please onsider a way to provide this search functionality
2 votes -
Send attachments on blast emails
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.
8 votesHi Supporters
The Product Team are reviewing your suggestion, as part of an improvement to the Blast function.
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Unsubscribe options for blast emails
It would be useful to be able to present contacts with the ability to unsubscribe from different types of blast campaigns.
For example to unsub from a newsletter, but retain subscription to auction reminders and OFI reminders.Currently users can only unsubscribe from ALL blast emails.
6 votesHi Supporters,
The Product Team are reviewing your suggestion
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Entering contacts who are couples
The current process of entering two contacts who are a couple (or some other relationship) is cumbersome. They have to both be created independently and then linked by adding a relationship between them. Could this be streamlined?
5 votes -
Conjunctional Agent's commission
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 -
Library functionality for Rentals
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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