381 results found
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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 -
View Postcode of Contact address in Contact screen
It would be really handy to show the postcode for contacts in various screens. such as when you have a contact open & also in your tasks letter list. The reason is for when we're writing hand written cards we can't see the PC & causes us to open the contact then open the edit in order to see the PC.
1 vote -
Option to add companies watermark to photos
I would find if very helpful if the companies watermark could be selected to be added to photos from B+D. It will ensure everyone in the company is using the same watermark and it is put in the correct position on the photo. Agent could then also then decide it they require it all photos or just the main photo.
3 votes -
Apartment Internal & External SQM
It would be great to add on the landing page of a property listing square meters.
Apartment option
Internal sqm
External sqm
Total sqm
1 vote -
As a user who works in a team, I want to be able to view my team's dashboard statistics
On the dashboard, users of Manager-level and above are able to view data of other consultants, consultant groups, and offices.
Requesting for a way that users can view data of any consultant group they are a member of.
5 votesHi Supporters
The Product Team are reviewing your suggestion
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Order Buyer Leads by First Name/Last Name
We would like to be able to order the list of Buyer Leads by First Name And Last Name
Presently we can sort by a number of fields but not the name:
Use Cases from agent:
When comparing buyer lists with my colleagues on current interest over the phone for example.
If we order by (for eg) “interest level” (in out maybe) the list on my screen comes up differently to other users’ screens and when we walk through the list discussing buyers and their interest we can’t see the list laid out the same way.
Plus sometimes it is…
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Add new contacts date subfilter "over a year ago from today" as a dynamic date
When filtering in the Contacts screen, are we able to please have a new condition for dates: "over a year ago from today" that would work dynamically, the same way as "last year from today".
For example; I want to create a favourite search for "Last Phone Note/Task Completed was at least 1 year ago".
If today is 2022-01-01 I can use the subfilter: Activity Date is less than 2021-01-01 but tomorrow I need to edit my filter and manually change the selected date.1 voteThank you for your Suggestion!
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