32 results found
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Emails synced from Outlook can't be seen by others so nurturing activity is hidden
When the Outlook email sync is active, emails sent from outlook aren’t visible to others, for the purpose of visually maintaining communication with the contact. This means manual notes have to be added to verify to others that they are being nurtured.
At the least, I want to be able to let others see the date, time, subject of these emails.1 vote -
Rental apprasial appointments
Please add the funcationality to add appointments to rental appraisal after its been created.
1 voteHi Catherine
This feature already exists. When you create a Rental Appraisal there is a button called Save and Create Appointment.
This allows you to create the appraisal appointment for the contact.
Please see this article on Rental Appraisals - https://boxdice.zendesk.com/hc/en-au/articles/12857450476303-Rental-Appraisals
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Campaign Advertising Tax Invoice without Suppliers
I would like to be able to provide Vendors with a Tax Invoice without the name of the Supplier, sometimes suppliers aren't available and we change them to another option as a one-off. We also have some specialist suppliers that we don't want anyone else going directly to, particularly with larger development projects. It would be good to have the option to only have Item, Cost, Discount & Amount.
1 voteHi Louise
Thank you for your Suggestion!
We are happy to let you know that this functionality is already available in Box+Dice.
You can request a custom tax invoice to be created. Please reach out to the support team on cs.boxdice@mrisoftware.com
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Make Days on Market count from original portal upload date
Days on market is currently counted from listed date when it should be days on the actual market. DOM count should begin from portal upload date, not listed date as properties are often listed weeks before they hit the market.
1 vote -
Display feature for entering in phone numbers on app
We are wondering if when checking people in on the B&D app that when it comes to entering in the buyers phone numbers there is a display of the numbers being in a key pad format (like it is on a phone) rather than having to enter the numbers in from the strip numbers (like on a keyboard) as we are finding this is leaving lots more room for error when entering in the numbers.
1 voteHi Olivia
Thank you for your Suggestion!We are happy to inform you that this functionality is already available in the Box + Dice Agent App.
If your Agent App is not displaying a number pad when entering a number for a contact, please make sure you are on the latest version 3.2.27 (247)
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Email multiple trust receipts to purchaser/s via B+D
Would be good if we can have the option to email multiple trust receipts attachment to the purchaser in one email.
4 votesHi Supporters Thank you for your Suggestion!
We are happy to let you know that this functionality is already available in Box and Dice Email Sync release 7.15.0
With the Email Sync you can easily download the PDF from the Accounting section then email from your mailbox. This will then sync to the contact timeline in Box and Dice
For further details, see the Knowledge Base article: Email Sync - Help Centre article
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Allow Multiple Ad Copy sections for Window Cards
As an Admin
I would like the option to have multiple Ad Copy
To be available for my Window Cards that are printed from the CRM.Currently, there is only one space for Ad Copy. I would like it to show below
Master Advertising Copy
Heading
Body TextREA (option 1)Advertising Copy
Heading
Body TextDomain (option2) Advertising Copy
Heading
Body TextThis will allow me to add Advertising Copy for all portals in the Master Advertising Copy and then allow me to select which Ad Copy I would like to print when printing Window Cards for each listing.
2 votes -
Email blast approval notification
It would be great if admin (or the blast creator) is notified when an agent has approved their blast, currently we draft for their approval and have to keep refreshing the page throughout the day (sometimes forgetting to send).
1 voteHi Supporters
Existing Feature: The notification email is sent to consultant who created the campaign and not the one that approved the campaign
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Campaigns should give 2 payment option - one with Pay now and other figure with pay later.
With most agent now using VPA payment options we shoulf be able to create a marketing campaign and have option of 2 totlas one with pay now and the other with pat later. Vendor can then tick prefered option and sign campaigns.
Our current metod with B&D is messy...4 votesHi Supporters
This can be done via custom GRAB report. Please contact support for a quote.
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sms Merge fields
When sending a bulk SMS out to clients it would be great to have a merge field so that we can address it to the contact and make the SMS sound more personal eg. Hi (First Name) ...
8 votesHi Supporters
Thank you for your Suggestion!We are happy to let you know that this functionality is already available in Box and Dice
For further details, see the Knowledge Base article:https://boxdice.zendesk.com/hc/en-us/articles/204823249-Merge-Fields
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STUDY
As a sales agent we would love Box & Dice to upload the study icon into the main scrolling screen on realestate.com.au (not below the copy)
We see other agents doing it, and would love to have the same ability.1 voteHi Supporters
This is already and existing feature, please see this HCA
https://boxdice.zendesk.com/hc/en-us/articles/12629849000463-REA-Property-Features-How-to-get-them-to-display-on-REA
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Appraisal date not showing for listed appraisals
After an appraisal has been listed, we can no longer view the original appraisal date, only the date listed.
When a compliance audit is being conducted, the auditor needs to be able to easily verify that – at the time of the appraisal – there was evidence of how the appraisal price was derived. They are looking to prove that there is no underquoting breach. This is not possible without the Appraisal Date being readily visible on a Listing.
Please can the 'Date' field visible in the Appraisals search screen be added to the screen of a listed Appraisal. That…4 votesHi Supporters
If you have listed the Appraisal via the List button in the blue menu, then the Listing will have an Appraisal tab to view the Appraisal date.
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adding a name field to bulk communication
A feature that allows you to insert a text field (ie. <contact first name>) in communications. This text field would the relevant text field into the communication.
As far as I am aware, at the moment there is no ability to include things such as a contact's name in bulk communications. Having an option to insert a text field such as this would allow for messages to be more personalised.
by Cam Rogers
1 voteHi Cam,
Thank you for your Suggestion!We are happy to let you know that this functionality is already available in Library Templates
For further details, see the Knowledge Base article: https://boxdice.zendesk.com/hc/en-us/articles/4405480202895-Create-Library-Templates
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Being able to manually change the Base Matching Criteria of listings
When you go to add a criteria to a contact that is a lead on a property, it asks if you would like to 'Base Matching Criteria on this listing?'. It would be a very useful tool if you could manually change the Base Matching Criteria as it is generally not appropriately defined. This way you could set extra suburbs, use the areas function and/or amend the price range ect... At this stage each contact has to be amended individually. With this function, when asked if you would like to 'Base Matching Criteria on this listing?', hitting yes would make…
1 voteHi Supporters
Thank you for your Suggestion!We are happy to let you know that this functionality is already available in Box and Dice
For further details, see the Knowledge Base article: https://boxdice.zendesk.com/hc/en-us/articles/360000194196-Add-Matching-Criteria-to-a-Contact
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The ability to filter by officeID within the Website API
At the moment, when our 3rd party uses the website API, they receive information for all OA offices. It would be easier if they could filter by our office ID (as OA has a lot of offices) instead of storing all office information in their database to then further filter. by Charlie Zeidler
1 voteHi Supporters
Thank you for your Suggestion!We are happy to let you know that this functionality is already available in the website API
For further details, see the Knowledge Base article: https://websiteboxdiceapi.docs.apiary.io/#reference/sales-listings
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Auto generate email to client upon adding a category
Could we please have the option to set up an automatically generated email when adding a particular category to a client. Specifically we are wanting to generate an email from our BDM when the Investor category is added to a client, as a way of introducing the PM team.
1 voteHi Julian
Thank you for your Suggestion!We are happy to let you know that this functionality is already available in Box and Dice.
For further details, see the Knowledge Base article: https://boxdice.zendesk.com/hc/en-us/articles/360000519615-What-are-Auto-Alerts-
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Choice of ledger for Account Summary statement
It would be good if I had the ability to choose which ledger appeared on the Account Summary. For example I just generated an Account Summary for a particular property that I'd created 3 ledgers for as we had 3 offers on the property and all those ledgers appear on the Account Summary. I would just like to be able to show the ledger for the successful purchaser on the Account Summary.
8 votesHi Supporters
Thank you for your Suggestion!
We are happy to let you know that this functionality is already available in Box+Dice.
For further details, see the Knowledge Base article:
https://boxdice.zendesk.com/hc/en-au/articles/12857403274767-Hide-Ledger-from-Trust-Account-Summary
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Purchasers email auto filled when creating Trust receipts
When issuing receipts the system does not default to the purchasers email coming through you have to copy it from the listing screen, it should feed through automatically once the purchaser is entered and deposit is clicked as the receipt option
5 votesThis was released in version 5.9
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Attach Files to Accounting related Emails
Could we please have the option made available to attach additional files to emails sent from the Accounting module (e.g. Tax Invoices, Account Sales etc)?
6 votesHi Supporters
Thank you for your Suggestion!We are happy to let you know that this functionality is already available in Box and Dice Email Sync release 7.15.0
With the Email Sync you can easily download the PDF from the Accounting section then email from your mailbox with additional attachments. This will then sync to the contact timeline in Box and Dice
For further details, see the Knowledge Base article: Email Sync - Help Centre article
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As a heavy user of auto-alerts where different staff deal with different steps in a sale, I would like additional fields to be available
We would like to improve an auto alert we have and in order to do so we need more information:
Specifically the trigger is category added. Essentially we only have the Contact Name as a means to know who this is related to so can we get some more fields available:
Phone numbers
Email address
Maybe client ID so we can build a link (is that possible) or even just a link to the contact would be excellent!
Contact (and thus their phone, email, etc) is linked if the alert is set to create a Task, however there are many…1 voteThis Feature already exists
When you get the Auto Alert there is a link to the Contact that was updated.
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