387 results found
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Entering buyers - Key Pad
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 voteHi Emma
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Pin Contact Boards
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 voteHi Emma
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Lead Flow
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 votesHi Pete
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“Permissions” for Marketing Emails & Marketing SMS
Please add a feature to set access so only admin staff are able to edit a contacts “Permissions” for Marketing Emails & Marketing SMS.
2 votesHi Catherine
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App: Tagging properties & people
Would like to be able to tag people/properties in notes with the @ symbol as in the desktop version.
2 votesHi Pete,
The Product Team are reviewing your suggestion
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Define "Owned Properties" in Contact Deduplication modal
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 voteHi
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Mandatory Appraisal Data
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 votesHi Supporters,
The Product Team are reviewing your suggestion
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Total number of future tasks visible across office groups
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 -
App : OFI push to portals
We would love for the app to push OFI times added onto portals.
We really need the flexibility to change this remotely on the mobile app as the team are often creating updates in between opens without access to a computer for the web version.
8 votesHi Supporters,
The Product Team are reviewing your suggestion
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Auto Alerts for Staff Updates
As a Manager
I would like Auto Alerts for Staff Personal Details
So that I can keep track of my staff's milestonesExample:
Category = Staff
Trigger = Birthday Date Reached
Action = Send Email
Subject = [Staff Name]'s birthday is this week
Message = Send them a card, their birthday is on [DOB]
When = 7 days beforeDOB pulls from Staff Personal Details
1 vote -
Auto Assign Contact Category at Check-in for OFI
Automatically add the chosen category to clients who checked-in during inspection
9 votes -
Matching Criteria - Listing type filter
Hi team
We would love to have an option within edit matching criteria that allows us to filter matching listings displayed based on listing types.
For example, adding in a drop-down filter.
It would be great if the filter can include the current listing types:
- Private sale
- Auction
- Expressions of interest
- Off market
2 votesHi
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Additional visibility on staff screen
Would love to see "Authorised Offices" and "Consultant Groups" as column options on the staff search screen.
Would also love to be able to filter by these options please!
2 votes -
Bulk Add & Remove Categories
Currently, the bulk add/remove categories from the contact screen overrides the Contact Categories - Add/Remove categories for other consultants with staff sharing permission ACL and allows access to action both adding and removing.
We would like to see the "Add" and "Remove" actions separated so we can allow agents to add but restrict the remove ability.
We would also like to ensure the remove is governed by the sharing so an admin cannot remove categories in bulk from team members they do not have permission to do so for.
3 votes -
More granular access to Dashboard
Now we have an "Authorised Offices" ACL, I would like to see this expanded out to the Dashboard permission settings please.
Currently team members have the option to view only their own dashboard or the entire office group.
I would like to be able to allow team members to view their own office/authorised offices, subject to their sharing permissions.
This would help reduce initial load times for the dashboard and ensure teams can view relevant information while avoiding exposing sensitive GCI target/budget/performance widgets to people who do not need access to it.
Please also see BD-6608. Thanks!
1 vote -
Add Follow Up Bulk SMS Button to Buyer Leads Screen
We would like to add a "Follow Up SMS" button, similar to that of the "Check-In" button on the buyers list of a property. Once clicked, the bulk SMS template created in the automations section of Box+Dice will send to the buyers, and will also create an sms communication point against their name.
1 vote -
Advertising Copy
We need to add HTML tags to the Adverting Copy section. Labelling tags in the description boosts SEO and thus creates snowball effect for the fed-thru website and listing in the entirety.
1 vote -
Allow category automation based on activity
Allow the automation of category tags based on activities to reduce manual handling and improve data quality.
Examples include:- When a contact gets an appraisal allow me to automate the addition of "potential vendor" tag
- When a contact lists a home allow me to automate the removal of "potential vendor" and change to "current vendor"
- When a home is sold allow automation to change tag to "past vendor"
So much admin and data quality issues could be resolved with automating tags. We have contact automations available already, adding the different triggers and recipients would be great.
3 votesHi Supporters
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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Hover to see number of tasks on any given day
When creating a new task I would like to be able to select a date that has less tasks to even out my workload.
Currently I have to click into the date or have open in a secondary tab. It would be ideal when creating the task that hovering over potential due dates would show me how many tasks I already have on that date.
1 vote -
Remove GST deduction from GCI calculations
Currently the system calculates GCI as NCI because it automatically deducts GST. There is no option to report via the consultant dashboard or in sale details to INCLUDE the GST component in GCI calculations.
The fact that the system uses 'GCI' (Gross Commission Income) and "GCI (Gross Commission Introduced) is misleading and annoying given that Gross Commission Income is a standard industry metric INCLUDING GST.
In any case, Income or Introduction, neither of the figures are 'Gross' if they deduct GST.
1 vote
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