387 results found
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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…
2 votesHi Supporters,
The Product Team are reviewing your suggestion
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Sales Listings - Sort Columns by Comm Drawn/Received Date
Could we please have the Comm Drawn/Received Date added as an option in the Order By field in the Sales Listings search screen? This was previously an option available in the old Listings screen. Thank you.
1 vote -
Auto-Alerts: Add Expected Settlement Date Edited
It seems there are no existing auto-alerts for when the expected settlement date changes or added.
In line with this, would it be possible to add an auto-alert that would inform us if this happens? Tracking the real-time changes in dates is hard as it prompts us to constantly check the dates on Box and Dice. Also, it would help avoid any discrepancies in both the sale admin and sale agent's end.
Adding this feature could dramatically change the way we handle loyalties. We might have diarised the previous settlement date and used it in setting up loyalties without knowing…
1 vote -
automatically assign the My Contact category to all contacts imported to the DB
To have contacts automatically pushed across to activepipe they are required to be in a (My contact) category - meaning they are assigned to an agent.
Currently box and dice does not automatically do this when an agent adds a new contact to the system
Therefore we need to manually enter contacts from box & dice to say activepipe.
I suggest this is reviewed as I feel this is a basic feature the CRM should do when gathering data
7 votes -
NZ Invoice Compliance
Could we please have the CSN field on the invoice template changed to allow us to include our GST number instead. In New Zealand there is a legal requirement to display your GST number on all invoices. We also need the BSB field removed from the accepted payment methods as this is not used in New Zealand.
This change would allow us to create invoices that are in-line with the legal requirements in New Zealand.1 vote -
Auto Alert when Auctioneer is double booked
For example, when an auctioneer has been booked for two or more auctions at the same time, it would be great if an alert could be sent to the appropriate parties.
Currently the calendar allows for them to have two bookings at the same time with no alert or red flag.
1 vote -
Salutation to synch to mobile for contacts
Is it possible to have the salutation synch to the mobile for contacts? We put the 'legal' name in as the required first name but may know the contact by another name - this is especially confusing with Chinese contacts - we put their actual name in the first and last name fields but use their 'english' name in salutation.
1 vote -
Web enquiries assigned to both listing agents if there are more than one.
When receiving a lead capture enquiry we would like the option of having it assigned to both listing agents if there are more than one on the listing.
The auto-response email should also include both agent names.
1 vote -
Direct voicemail call
Being able to make bulk calls with a pre-recorded message. This message goes straight to the clients voicemail with recorded message.
Please see attached link: https://www.straight2voicemail.com.au/
1 vote -
Updating the "Actual Unconditional Date" When the portal status changes to sold
The "Actual Unconditional Date" is used as a trigger for some other parts of the system, such as allowing a sold listing to appear in the Sold section of a blast email, or to send through to a media vendor integration partner.
However it is a manual field which is often overlooked, so it would be helpful to see this information auto populated once the Portal status changes to Sold which would confirm that it is in fact Unconditional.2 votes -
Lead Capture available for portals other than REA and Domain
We would like the ability to capture web enquiries for listings from portals other than just REA and Domain. Especially via our own brands website by adding the Lead Capture email address as a secondary address. This would ensure all client details are captured from any source we choose, not just some, saving our agents from needing to remember to add some email enquires to the system and not others.
2 votes -
Update Task Template tasks with a new commencement date
As an agent
I would like the ability to update a Task Template campaign commencement date without needing to manually edit the multiple Tasks created, or delete them and apply the Task Template again.3 votes -
Edit content of a GRAB brochure
As a Director with a GRAB brochure template, I want to be able to select the images from those uploaded to the listing and edit text to make it fit on the Brochure so that my Box+Dice-printed brochures look fresh and professional.
1 vote -
Contact Detailed Report
When pulling a contact detailed report, it will include only the Notes attached to that person's contact card, plus the name (only) of their related contact(s).
Is it possible to have the notes from both the contacts pulled in the report - this way any contact that has been made will be visible? This will help if doing calling - all contact that has been made with both of the contacts will be visible - rather than having to check both sides in the system.1 vote -
Reading Pane in Contacts Screen
When in the Contacts Screen of the UI, please add a Reading Pane like that of the Buyer Leads Screen so I do not have to open new tabs for the contacts
1 vote
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