381 results found
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email reports like blast reports
Currently, a client can only view reports for Blast emails and E-Alerts.
Can we please consider implementing a way for clients to see a report of emails sent to contacts?
Ideally, the report would need to contain:Opens
Not opened
Unsubscribes
Failed emailsThis is similar to the current Blast Reports.
5 votes -
Reporting on Pending Transactions
As a client
I would like to be able to
Export the Pending Transactions to CSVCurrently unable to export to CSV but can export Ledgers, Transfers, Receipts and Payments in the Trust section of Accounting
Reason:
For review by the Directors and our Finance Director
Copying and pasting to Excel is not clean3 votes -
Filter results in Contact Screen by any column
As a client
I would like to be able to filter Contacts by all fields/columnsStandard Columns to filter by include:
Name
Address
Email
Mobile
Phone A.H
Phone B.H
Email 2
5 votes -
Re-add ”Keep Informed” note identifier
”Keep Informed” note identifier was removed from V4 in the Notes section of the Contact profile
Request:
Please re-add this back to the Notes Section against the contacts in the Buyer RegisterReason:
You can select all notes in order in a buyer register.
So you can easily select all buyers who wanted to be kept informed and call them.
So if there's a 100 buyers in the register I need to quickly find the 7 of them who asked to be kept Informed.2 votes -
Update ACL for Max Data Export based on Roles
Issue:
A user can export up to 500 records in the ‘advanced view’ screen, but not in the front end screen, unless access levels with the ability to export more than 500, is given to that role.Request:
Client would like the ability to nominate the number of records an individual Access Level can export.Outcome:
Staff can only export max amount data based on ACL for each role.
Staff Open - 50 records
Manager Open - 100 records
Admin - 500 records
Franchise admin - unlimited5 votes -
As a user of the Enterprise Importer, I would like my incoming listing to be matched by uniqueID as a priority over property address
When a listing is uploaded to Box+Dice, the current Enterprise Importer logic is as follows:
Find a Property from a XML file by its address (doesn't support lot numbers).
Update the Property information (if something changed, e.g. beds/baths, house/land sizes, etc).
Find a Sales Listing by uniqueID. If not found - try to find it by the Property address (like in step 1).
Update the Sales Listing information (e.g. prices, office, external reference ID, etc).
This can (and has) caused issues in a multi-office/office group system environment.
For example if the Listing was found by address, it may already contain…2 votes -
Improve Attachment Name of Advertising Invoices when emailing from B+D
As a send of Advertising Invoices to Vendors via email from B+D I want the attachment name to be meaningful to the recipient so that they are not confused and the communication is more user-friendly.
At the moment, the attachment is named after the template selected, which also means that every attachment to every client from the same template will bear the same name.
If I am sending two different emails to a client with two different invoices attached those attachments are indistinguishable by name and the client has no need to know that I chose the 'without payment options'…
3 votes -
Address Contact by correct name
As a consultant making calls I want to address a client by their correct name when they answer the phone so that they know they are familiar to me.
At the moment the Firstname is the only name visible on the contact screen so I would as to speak to that formal name eg/ Trinh rather than the name they go by, eg/ Rose.
Another example - Nikolaos is his legal name but he goes by Nick. I wouldn't know this unless I clicked Edit Contact Details.
8 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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Better MVI error messages - Realhub
As a Media Vendor Integration user with Realhub I would like to receive meaningful error messages which articulate the issue (eg missing mobile number) and allow me to self-soothe when the Realhub sync fails so that I don't have to waste my time - and Box+Dice Support's - asking why the sync is failing. Support please vote this one up!!! :)
4 votes -
able to select 'Rental Appraisal Activity Consultant' in Task Templates
Issue
With the increase in support of Property Management in Box+Dice, users are starting to look at setting up alerts and loyalty campaigns which reference consultants on Rental Appraisals and Rental Listings.
Currently, only consultants related to Sales Appraisals & Listings can be used.
The currently available Role 'Appraisal Activity Consultant' refers only to Sales AppraisalsOutcome
Provide functionality to allow use of 'Rental Appraisal Activity Consultant' and 'Rental Listing Activity Consultant' Roles with Loyalty Campaigns.
It would seem logical to do the same for Auto Alerts as well.2 votes -
As a Sales Manager, I would like the ability to set a default task type to improve my reporting accuracy
Client has a problem with reporting on task type and believes that if they were able to change the default Task Type to Phone (instead of generic 'Task') this would go a long way to helping behaviour change in their business.
The largest proportion of entered tasks are to be phone calls, so they would like to be able to set this as a default task type when a new task is created. Many admin staff will fail to set the correct task type when doing so, and most agents will not change the task type when completing the task.
…
2 votes -
As a database manager, I would like to be able to search for past communications with contacts by agent, date range, communication type, and
As an agent or database manager, I would like to be able to search for contacts who have had certain previous communications, for example to check whether the correct people had it sent to them, follow up, etc.
Desirable filters would include:
which agent(s) sent the communication
the type of communication (Letter, SMS, Email, Blast Email, history note)
a date range for the communication
text matching for the title/content of the communication
2 votes -
As a user of multiple complex advertising templates, I would like to be able to enter a template name of longer than 30 characters
So that these can be entered accurately and quickly, they enter these as advertising campaign templates, which need to describe both the contents and the office. The advice that the current limit of 30 characters makes this very difficult, and the resulting names hard to understand.
Suppliers and Items can both have very long names (>60 characters)
1 vote -
As a fanatical database manager, I would like to be able to search for properties based on property details filters, even if it has never be
Examples of use cases
The client has imported or inherited data, and wants to tidy it up. He wants to clean up the list of available custom Property Features, but cannot remove any which are already applied to properties. He has no way to find those properties to remove those unwanted features except by checking them all individually.
The client wants to prospect his Owned properties (which may not actually be listed) for certain criteria as he has a very keen buyer looking for something specific.
Please onsider a way to provide this search functionality
2 votes -
Task Manager Feedback - As a user of the Task Manager, I would like related contacts or properties to be suggested when creating a task
When creating a new task, the property drop down menu shows random properties, not related to the contact, you have to search for the property, it would be ideal if the properties related to the contact showed in the drop down (and vice-versa).
2 votes -
As an Admin user, I want my Deposit Balance Date Reached auto alert to let me include the details of the Purchaser who must be contacted reg
'Deposit Balance Day Reached' however there are no 'fields available' for the Purchaser - only the Vendor.
As payment must be obtained from the Purchaser, and these details are available for other triggers, I would like these to be added:[Purchaser Address]
[Purchaser Contact Details]
[Purchaser Name(s)]
[Purchaser Postal Address]2 votesHi Supporters
The Product Team are reviewing your suggestion
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Automated SMS at checkin
One of the agents within our office has asked, if the same buyer attends multiple inspections at the one property is there a way to only send the automated SMS at the time they attend the first inspection only and have the SMS turned off if they attend multiple inspections after the first one at the same property?
3 votes -
GCI report
It would be great if we could access a report that shows the GCI per agent for a certain time period. In Qld our agents must meet a certain level annually.
1 vote -
Active Pipe Integration - Just listed automation trigger
I think that the correct date to trigger this feature should be the campaign start date. Currently, the trigger is the listing date (as per the listing authority) which can be weeks before the property goes online. If this date is used, then the automation does not work.
The date used to enable the automation needs to be the same day as the property is uploaded to re.com and domain. The campaign start date would work well. I am told Box and Dice cannot change this?
I understood the benefit of having Active Pipe integrated with Box and Dice is…4 votes -
Cancelled Auction Toggle
Given that we are expecting a slight downturn in the market – we thought it would be beneficial to have a ‘Cancelled Auction’ Toggle – similar to the ‘Pass in Toggle’ where we could mark an auction as cancelled before changing it to a private sale.
This would assist with reporting and tracking Auction Results.
1 vote
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