381 results found
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Surname for Contacts is not a mandatory field
We have found that you are unable to save a contact in the system if you are entering an enquiry for example, without having anything entered in the surname field.
Often when people enquire, it is rare that they input their surname and therefore typing "Unknown" or putting a small comma or dot in the surname field at present is the only solution.
It would be appreciated if Box and Dice could consider changing the program so that a surname is not an essential field required in order to be able to add a new contact.
1 vote -
Re-scheduling tasks in bulk
It would be great if there was a function in order to re-schedule tasks in bulk. Generally we have up to 15 tasks for a new listing and if circumstances change with time-frames, at present we have to change the date of each task individually. This would save a lot of time.
1 vote -
SMS Character length restriction
Settings>General>SMS>An option here to be able to restrict the characters/length of an SMS sent. eg 160, 320, 480, unlimited.
Even though there is the counter showing number of characters used, you cannot restrict this is anyway. It would be great to have a settings option whereby admin access staff can set a character limit so we can control the size of SMS's.
Reason: To keep SMS size uniform throughout the company and also cost cutting/no wasted SMSs going out.
3 votes -
Property Other Features
At present Property Other Features are shared across all offices in systems with office groups set up.
For brands with offices in a variety of areas (e.g. city and rural), this is resulting in a large list of Property Other Features being created that can be a little cumbersome to work with as the list is long and many of the features are irrelevant for other offices.
At present, a number of the other configurable Property features are unique for office groups (e.g. Buildings/Projects, Property Styles and Property Zones).
Could Property Other Features be changed so that they can be…
1 vote -
Retain Cancelled Sales Data after Listing Reinstated
The current system functionality is such that when a sale is cancelled (i.e. a purchaser has pulled-out of a sale) the Purchaser Activity is changed to Purchaser-Cancelled and the Vendor-Sold Activity is changed to Vendor-Cancelled. All of the sale details remain on the Sales Voucher allowing the cancelled transaction to be viewed again at any time.
If the Listing is placed back on the market immediately, the standard process is to reinstate the same Listing ensuring all campaign details are retained on the same Listing record including any IDs for web portal loading etc.
If the property is then sold…
2 votes -
Colour Code calendar appointments
Request:
I would like to be able to further colour code my appointments.Details:
At the moment auctions, appraisal and inspections are colour coded in my calendar. I would love to be able to colour code ALL of my appointment types so they do not blur into one (and I would like control over the colours).So I can assign different tasks/appointment types different colours. For example, accounting tasks to be a different colour to sales tasks etc.
This feature will improve all of our staff's time and diary management.
Thanks.
1 vote -
On-screen Identification of Web Portal Loading Fields
A number of offices have recently requested the inclusion of a more intuitive identification system to be used for fields which can be sent through to the web portals (if using web portal loading). At present, it is not immediately clear which fields will/will not be sent to the various web portals. The suggestion has generally been for a colour coding system or something similar to be used.
1 vote -
Add address to contact in app
We would like the functionality to add addresses in the buyer register to contacts from the app
1 vote -
Link Social Media Profiles to Contact Records
A few agents have asked if clients' social media profiles (e.g. Facebook, LinkedIn etc) can be linked to their contact record in Box+Dice.
Sales consultants have expressed that this would be beneficial to them by being able to see the contact's photo in their Box+Dice record to jog their memory.
Thank you.
1 vote -
Auto alert notifications hyperlinked to contacts or listings
Please can we request that an auto alert set up with a contact name or property could be click-able and take you to the contact or property in Box + Dice.
2 votes -
SMS Report Update
Can we please request the following amendments to the current SMS Reports:
To be able to download 1 full report for all users, rather than one-by-one by user
To be able to export this report to Excel
For the exported report to show which mobile number the SMS was sent from
To be able to see the total number of SMSs sent (rather than seeing the sub-total at the bottom of each page)This would need to be similar to the Blast reports we provide that have
Selected contacts
Dropped
Failed
Bounced
Deliveries
Opened
Not Opened
Spammed
Unsubscribed1 vote -
Appraisal Source - mandatory field
Is it possible to make this a mandatory field on appraisals? It would help with reports etc so that you are able to gain an idea of where your appraisals/listings are coming from so you know where to concentrate your time.
2 votes -
Make Blast viewable online
Enable blast emails to be viewed online so a link can be sent via SMS to those who we don't have email addresses for.
1 vote -
As an Administrator, I would like to have an option to make Appraisal/Listing Source compulsory, or not, as per internal company policy.
Is it possible to make this a compulsory field so that it can be tracked where the agents are getting their appraisals from?
2 votes -
Automated Task List Emailed Daily
As an agent I want my daily tasks emailed to me, I can then click on one and it takes me to the task in B+D to complete.
2 votes -
Appraisal Listing Types
At the moment there are only two listing types (Auction/Private Sale) in the Appraisal form. Can we please add all the selections so it matches the Listing Information page of a sale property as these show on the Advertising Campaign - and it looks unprofessional when you are talking about an advertising campaign that you are selling by EOI - but it says Auction or Private Sale at the top of the page!!
1 vote -
Default Deposit Paid of 10%
I would like to suggest that when the sale price is entered, the deposit NOT automatically default to 10% being paid.
The 10% amount is fair enough, but the fact that it automatically defaults to it being paid is concerning because it often is not. If it is not picked up immediately I have staff giving out the incorrect information and letters advising the wrong info – its caused a few issues.
1 vote -
Files for Project listings
Upload a Contract of Sale once into a Project instead of into each unit within the project that has not sold/settled.
1 vote -
Private Inspections Functionality
Currently, when you add an inspection… ie Open Home… you set date/time etc… and once added… B+D sends the attached agents an email with the iCal invite (to add to the Calendar).
When you do the above, and check Private Inspection on the pull down menu, it does the same (as above)… sends an iCal etc… but doesn’t allow for the user to add any details (ie Buyer via Contacts).
What we do currently is add the Inspection… Private Inspection… then add an Appointment for the same property at the same time.
Would be great if when selecting Private Inspection…
1 vote -
Accessing Library through App
Would it be possible to increase the functionality of the app by being able to access the library in the agent app?
Understandably, this is a lot of data that needs to be processed in order to open the library up each time, perhaps if the agent only had access to their own folder in the library? Admin teams could set up the SMS template for any agent who chooses to use it.We would find this incredibly helpful when sending out SMSs to buyers. Currently, we are asking Agents to save particular SMS templates in their notes section on…
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