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381 results found

  1. Having the ability to move around the pop up screen to see information underneath when sending emails or SMS, as it covers the information underneath.

    1 vote

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  2. Having the option to add matching criteria in the lead flow section.

    2 votes

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  3. As a PA I sometimes help with OFIs, When I do the OFIs I would like the automated check in SMS to come from the main listing agents mobile number instead of mine.

    2 votes

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    0 comments  ·  Agent App  ·  Admin →
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  4. The current 'Website API' has an endpoint for creating sales enquiries, however we would like to be able to create rental enquiries.
    At the moment sales enquiries go into the buyers registry, but we also need for rental enquires to go into the tenant leads when using the 'Website API'

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  5. I would like an easy or automated way to save listing photos against the property for future reference.

    1 vote

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  6. We have always been able to download our Anniversary Letters to word but that feature has been discontinued. Many times the address (or names) needs to be amended which is not possible with PDF.

    1 vote

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  7. Have a Quick filter on the listing screens that you can filter by Office so when a sales admin role is looking after their own office they dont need to see any other listings

    1 vote

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  8. In the Sold By Other modal, you can select an existing agent from the list or crate a new. This has resulted in a huge list of agents and agencies which isn't manageable.

    We need a way to tidy up this list (merging all duplicate agents) and control the creation of new agents/agencies being added to the list.

    Thanks.

    1 vote

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  9. We believe the ability to record call logs in Box+Dice is core functionality for our team. Being able to track calls with our contacts is essential for maintaining a complete communication history and ensuring accountability.

    Ideally, this feature would also allow us to create a follow-up calendar event (integrated with Outlook) directly from the call log. This would streamline our workflow and help ensure timely follow-ups, which are critical to our business.

    Thank you for considering this feature request.

    1 vote

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  10. When users are added to a 'team', it allows them to manage various things for each other. (sms, email, existing tasks, categories)
    It, however, does not allow for a user to see another user's lists (task templates, contact/property saved filters)
    This will need to be manually created if you'd like to see them on your own end.

    We would like saved filters and task templates added to Staff Sharing permissions

    2 votes

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  11. As an Admin
    I would like when enabling Settings - General - Office - Sync Discounts and Funders from Media Vendor.
    That multiple vendors, if they exist, are to be fed from Media Vendor to Box+Dice.

    2 votes

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    0 comments  ·  Accounting  ·  Admin →
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  12. We would love to be able to customise the data displaying on the consultant dashboards. For example - the contacts section we would prefer to display the consultant's "My Contacts".

    3 votes

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  13. When adding a contact as a buyer on the app, if you are searching using numbers e.g. adding the contact by mobile, we would love the for the numeric keyboard to appear like a keypad, similarly to editing a mobile on a contact. This enables a more efficient process for agents and less room for error when entering contacts at opens as the keypad is a larger screen.

    1 vote

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    0 comments  ·  Agent App  ·  Admin →
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  14. We would love to be able to Pin Contact Board templates - e.g. we have created templates for our Sales and Property Management teams and would love for to pin the sales or PM board as required, rather than having to find it each time.

    1 vote

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  15. I'd like to access my LeadFlow lists from the agent app, so I can make my calls on the fly without having to be chained to my laptop.

    5 votes

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    1 comment  ·  Agent App  ·  Admin →
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  16. Please add a feature to set access so only admin staff are able to edit a contacts “Permissions” for Marketing Emails & Marketing SMS.

    2 votes

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  17. Would like to be able to tag people/properties in notes with the @ symbol as in the desktop version.

    2 votes

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    0 comments  ·  Agent App  ·  Admin →
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  18. I'd like to have a contacts Owned Properties listed in the Contact Deduplication modal the same way the Residential and Postal addresses are.

    Thanks.

    1 vote

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  19. We would like to option (say in Access Settings) to set (or not set) specific Appraisal data fields as mandatory. This will assist with reporting and forecasting.

    3 votes

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  20. As a user in an Office-Grouped environment
    I want the total number of future tasks visible on any contact screen to equal the number of tasks that I actually have permission to see
    so that my and others' data privacy is kept intact.

    1 vote

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