392 results found
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Click to SMS from task screen
When on the Contacts page and you click the mobile number, the sms box pops up. It would be handy for the box to pop up in the task manager screen too.
1 vote -
Buyer Register PDF listed by last name
We would like to be able to generate the Buyer Register PDFs with last names as the means of identification/sorting.
A number of the team use last names to identify buyers when reporting to vendors instead of first names, and would like to be able to continue to do this in their transition to Box+Dice so having this option in addition to those available would be helpful.
1 vote -
Library label ordering
When I print the Combined Relationship Attention (7x3) labels it prints out alphabetical first name.
However when I print the Combined Relationship Fullname (7x3) labels it prints out alphabetical surname.
Is there any way we can get the reports to print out in the same order. For example an agent likes to write a personal message in his cards and likes to have the fullname report next to him so he knows the name of the person. And when the reports print differently it takes 5 times longer to match up the fullname with Attention.
1 vote -
Revised blast report layout
Could we please have a revised Blast Report layout made available that shows the recipients in a single list with the stats relating to their interaction with the email ranked in order or most active to least active?
For example:
Name Clicks Opens Unsubscribed Failed
Sally Jone . . . . . 5 . . . . . 7 . . . . . - . . . . . -
John Smith . . . . 3 . . . . . 5 . . . . . - . . . . . -
Jane Brown . .…1 vote -
Tenant registration on website
It would be super amazing to have a "Register" button for tenants to register their attendance at an open via our GRAB website; with a view to allow functions such as pressing one button to notify tenants that an open has been changed or cancelled.
1 vote -
Include residential address in buyer search on App
As an agent in a large agency, I would like the residential address to be displayed in buyer search results as well as the existing mobile/email fields.
Because we may have many existing contacts with the same name, but perhaps not their current phone or email, having their address visible would be an extra safeguard to prevent creation of duplicates, and later issues concerning unique categories.
1 vote -
Access general notes on buyer reporting
It would be very beneficial if there were a way to include general contact notes on buyer reports, rather than only buyer notes related to the specific listing I am working from.
This will give me a fuller, more comprehensive view of their real estate journey without needing to navigate back and forth between the buyer leads screen and the main contact screen.1 vote -
Tracking agent appraisals and KPIs
A fundamental for tracking salespeople's KPIs is how many appraisals they have conducted for the month - regardless of whether they are still active or closed - I just want to know how many were done. It appears the many different pathways (Activity Report, Whiteboard, Management Reports) I have been advised to follow to get this information are inconsistent. It would great if I could go to each salesperson and have a list a basic KPIs - appraisals conducted, active appraisals, database growth, database contacts available and not have to look in 8 different places.
2 votes -
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
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