387 results found
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Backdating appraisals
By default, an Appraisal will be dated as the date on which it is entered into the system. If you include an appointment at the time you first enter the Appraisal, it will be dated as per the date of the appointment.
However if you are wanting to enter an appraisal which has already taken place, and back-date it, this is currently very fiddly to do.
It must be done from the contact screen of all vendor(s) attached to the appraisal.
- Locate the Appraisal activity within the contact history .
- Click the small down-arrow to the right, and…1 vote -
Option to always add Buyer contact to database under lead agent
When agents are at open homes helping out their colleagues taking names and numbers on their own mobiles to help out, currently the SMS message that is being sent to the client as they are checking in is coming from the agent that is taking their details, not from the listing agent.
This is an issue because the other agent’s contact details are in the SMS, rather than the lead agent. It’s better the SMS is sent from the listing agent's number so that it’s easy for the buyers that are coming through to come back to them.
Also, the…
1 vote -
Add export invoice contents to CSV option in accounting section
One of our advertising staff has asked to put forward this feature request.
They would like the ability to export the contents of an invoice to a CSV rather than just the one line invoice summary total export to csv option we have currently. This would allow them to pass on a line by line breakdown of a particular invoice to the necessary parties, at the moment she is having to screen shot the invoice which can mean several screenshots if the invoice contents are long.
1 vote -
Additional rural property type categories
As a New Zealand user, I would like all the rural property types that are accepted by major portals TradeMe and RENZ to be available in Box+Dice, so I can load my properties accurately on those websites and have buyers find them easily.
Examples not currently available include: Sheep & Beef, Grazing, Finishing
1 vote -
Listing Calendar of Important Dates
Can we please have a calendar of important dates made available for administration staff that includes all expected settlement dates, expected deposit release dates, deposit balance due dates, authority expiry dates etc?
Admin staff would like to be able to track this information so they can set up meeting invites to go into their Outlook calendars and then only need to be making changes to dates in Box+Dice to changed settlement dates etc and have their calendar update at the same time.
2 votes -
Contact Filtering Options in the App
Could we please have filtering options for activities, consultant and categories added to the mobile app Contacts tab to allow agents to prospect more effectively off their mobile phones?
1 vote -
ACL for completed tasks
Our company has arranged that Tasks are not visible to all users unless they specifically share to each other because they work in a team. We do not want all users to see everyone's upcoming, scheduled and overdue tasks.
However when a user completes a task and adds comments into the completed task, we would like this to be visible to all.
At the moment because other users can't see these completed tasks it suggests that the contact has not been contacted and therefore open for another user to contact them.
1 vote -
Listing search date filter value 'next week'
When searching for listings and choosing any date-related filter or sub-filter, I would like to be able to choose "NEXT WEEK" as a date value.
1 vote -
Business Plan Prospecting Tool
I would like to suggest improving a pipeline feature within box&dice.
When you enter an appraisal it gives you the option to include ‘expected commission’, ‘expected close date’ & ‘close likelihood’ being: remote (25%) possible (50%) likely (75%) and definite (100%)
I would like this data to be able to be used in line with the business plan function through the staff card.
So in the business planning area where you can see on a monthly basis; budget, actual and variance – I think there should be a ‘potential’ column based on the pipeline information put in at the point…
1 vote -
Sales Statements Screen Improvements
Could we please have the following improvements made to the Sales Statements Screen (Accounting > Sales> Statements)?
- A checkbox to hide Zero Balance Outstanding statements
- An option to sort ascending/descending by all column headings
- A column for Total Un-invoiced (being the total of campaign items that have not yet been added to a Vendor invoice)
- Ability to re-order the columns so the layout is easier to follow (as per the user's preferences)
3 votes -
Registered buyer total in project summary screen
When viewing the project summary screen we can see the total number of units, appraisals, listings, reservations, sales.
It would be handy to also see the total number of registered buyers across all listings within the project here, to enhance our vendor reporting.2 votes -
Email Font settings
It would be great to be able to set our preferred default font type and size for emails - rather than having to manually change this every time we send an email.
1 vote -
Add an appraisal type field
It would be great to have an option in the appraisal screen to add the type. eg A (hot), B (warm) or C(cold).
This would help with tracking the type of appraisals agents are going to and check their performance. If an agent is losing all their A appraisals to another company, then maybe they need more training, need to take a more senior person to the appointment with them etc.
It would also be used to measure an agent’s performance – if we have expectations that they will attend so many A B & C appraisals per month.1 vote -
Ability to load multiple Contract Documents and 'Send to app'
Often the size of a contract document is of a large file size and in some cases need to be saved in multiple documents, rather than just one document.
Can the system be changed to allow the contract to be uploaded into more than one file and/or increase the allowed file size; and be able to 'send all' docs marked as Contract out from the Agent App.
2 votes -
Bulk portal connection set up
Like most Agents, am now going through the arduous process of applying to join some of the more than 50+ portals out there... and was wondering if Box+Dice might consider adding a feature such that you could complete a 'master' application form... and then choose from the various portals you'd like to join (noting Box+Dice would have information on each including free vs paid) and then submit.
Having done several of these now, the information they ask for on each is near identical... from the Agency details... to the Agency license number... to the Agency logo etc...
I don't believe…
1 vote -
Add lead capture Task notes to buyer notes
As an agent who uses the Lead Capture tool, I respond to my web enquiry Tasks using the mobile App, as I can call or email directly from that Task.
After I have completed my call, I would like to be able to add notes that will save into the Buyer Leads section without needing to navigate away and the come back to my next Task.
1 vote -
Property type filter for Blast Email
I would like a way to filter between residential and commercial listings in each property section when creating a Blast Email.
1 vote -
Contact searches based on related Owners
In order to enhance my database and prospecting management, I would like to be able to search based on related Owners, for example:
- how many individual property addresses are owned by my My Contact list
- how many of these properties do I have no email address recorded for at least one Owner1 vote -
365 SMTP email relay option
Scenario - an office uses Microsoft Exchange Online to manage their email.
All emails have an email signature injected into the email at the exchange end.
User data is retrieved dynamically from AD(Active Directory) and used in the signatures.The HTML based signatures for users in Box and Dice is not manageable with so many users and changes that occur (email addresses, titles, mobiles etc.) within a large organisation.
Can a feature be added whereby customers can select to use an external mail relay or SMTP mail server to send out emails from Box and Dice.
2 votes -
Buyer lead residential suburb
Are we able to just enter a buyer's residential Suburb rather than having to enter their full address (which 99% of them do not like to give out). It's an important tool for agents to know where buyers are coming from.
1 vote
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