391 results found
-
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 Owner2 votes -
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 -
ACL for access to Bulk Contact Import function
We would like the ability to manage access to the "Import" function under More on the Contact screen.
Ideally this could be controlled via user permission levels, as to who has access to bulk import.
We would like this because we have found some agents have imported 'messy' contact data into our database and we would like only specific user levels to manage ANY bulk importing of data.
1 vote -
MMS
Could we please have MMS available in Box+Dice? This is a regularly requested feature during training sessions. Thank you.
2 votes -
Receiving Video Link URL from Media Vendor
Would it be possible to receive the “Video link URL” via the Media Vendor integration?
1 vote -
Adding a buyers address to their contact screen on the App while at an OFI
We have had a few agents ask why there isn't an 'add address' section on the mobile app? Buyers have requested for an updated market appraisal while attending an OFI. Because the agent is already on the buyer list page for the OFI he/she can't add the address?
A contact button on the buyer screen at an open would be handy also. So if buyers do request contracts at the OFI, our agents can immediately press this button and it'll filter through to the 'manage buyer' area on their computers.
2 votes -
Blast Email restricted to My Contact Category
Currently people are able to send Blast Emails to people who they don't have any connection with (potentially the entire database if they have open search settings) - There needs to be an access restriction option allowing people to only send Blast Emails to contacts who they have a unique category against. This would avoid the situation where someone searches a category, to select recipients for a Blast, but doesn't have themselves selected in the consultants box and as a result, they send a blast to clients they have no association with.
1 vote -
Enhance appointments from the Agent App
When using the app, it would be helpful to be able to create an appointment directly from a buyer or contact screen as you can for a Task.
We would like the ability to add other staff into buyer appointments from the app - we understand this is possible via desktop however not currently possible via the app.
1 vote -
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 -
Prevent upload to portals unless a Statement of Information is present
In the state of Victoria it is mandatory that a Statement of Information document must be present when a Residential Sale Listing is advertised online.
It would be great for the system to somehow alert or notify a user when they try to push a listing to the portals that either warns the user that they have not loaded a Statement of Information document yet or doesn't allow them to post the Residential Sale listing live without a Statement of Information document.
(Bearing in mind exceptions for listings outside the state of Victoria or commercial listings)
Similar to the existing…
2 votes -
Remove owners residential address after they have been set as a past owner
I think it would be better if when an owner has been set as a 'past owner' or you use 'sold by other' it removes their residential and postal address too, so it doesn't have to be done manually.
1 vote -
Ability to create relationship from the "add contact" window
When creating a new contact via the desktop, in the New Contact screen add the ability to create a relationship/new contact for the contact you are creating
1 vote -
Unlimited Team Members on OFI Times
Could we please have the option to add an unlimited number of team members to an OFI time? At present it is limited to two consultants and the only way to add more to it is to have an additional OFI time added in. This however results in a duplicate time online if the agency is web portal loading from B+D. Thank you.
2 votes -
Appointment Time Conflict Notification
Can we please have an alert pop-up when a user is trying to add in an appointment/OFI time at a time when there is already an appointment in their calendar (i.e. a calendar conflict is being created)? Thank you.
1 vote -
1Form Integration
Could we please have an integration investigated with 1Form to allow all tenancy applicants to be automatically created as Contacts in Box+Dice? Thank you.
1 vote
- Don't see your idea?