391 results found
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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…
1 voteThank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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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!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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Residential address filter by project
As a consultant I want to be able to filter for contacts by Residential Building/Project so that I can target residents of a complex.
1 vote -
Sorting buyers by Most Recently Added Note
Prior to Align, buyer leads could be sorted by interest level, last inspection, date added, source, and Most Recently Added Note.
This can no longer be done for source or Most Recently Added Note.
It was of great help to be able to sort the buyer list by how recently they have been updated with notes.1 vote -
Use of QR Code to update contact details
With QR codes getting a bit of traction, I was wondering if you had anything in the works to eventually utilize the technology?
For example, scanning clients QR codes as they enter into an Open For Inspection, ensuring their contact details are up to date etc?
1 vote -
Reporting on files attached to a property
Currently there is no way to report on listings that have a contract or section 32/SOI attached.
Request to be able to search for files attached to a listing. Or run a report to identify if listing has files attached
Categories is any of File Attached
Sub filter
- file is any of Contract
- file is any of SOI2 votes -
Move Attachment Link from bottom of the email
When emailing an attachment via B+D the attachment is added as a link to the bottom of the email.
People are missing the 'attachments' all the time because they don't expect to see them there.Putting them at the bottom also risks them being overlooked, given that they are not actual attachments (only links) and there will be no paperclip on the message to signify an attachment.
Solution:
Place link at the start of the email, above the salutation, left aligned1 vote -
Buyer Lead reports - Source chart
After using many CRM systems in the past, the reports section is really important when we are overlooking at the data we hold. Where we need to understand where our enquiry is coming from is extremely important.
I do think that there needs to be a number next to the source (X came from realestate.com.au, X came from domain.com.au) and a percentage tab.
This looks more professional, and gives more of a story to the pie chart.I do think this should be included and look forward to receiving your feedback.
1 vote -
Allow email/mobile text copy from the buyer detail section of the Buyer Leads screen
When viewing the detail of a buyer in the Buyer Leads screen, I want to copy-paste their email address or mobile from this screen to somewhere else. (For example into Outlook)
However those two lines on this screen cannot be interacted with like virtually all the other text on the screen can. You can neither highlight it nor right-click and copy.
4 votes -
Restore the ability to print an email from the contact history
As an admin user I'd like to be able to print sent emails from the contact history in Box+Dice so I can include them in the file.
This function existed prior to the Align update.
When you go back to the email in the contact card, you can see the date and time it was sent but not the content. When you open the email you can see the content but not the date and time it was sent.
A print button is available when you first send the email, but once you close the modal it is never available…
2 votes -
ActivePipe API - filter contacts by Activity
In Active Pipe I want to be able to exclude or include contacts based on the following Box+Dice activities: Purchaser, Purchased, Vendor, VendorSold, VendorSettled
2 votes
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