85 results found
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Contact automation - add Selling Agent as an option with flexibility to create an email subject
We’d love to set up an automation that allows the selling agent to contact their purchasers, with the flexibility to customise the email subject line within the selected template
1 voteHi Supporters
We are happy to let you know that your Suggestion will be released in version 8.9.0.
Please follow the Release Notes in the Help Center to get notified when this is released.
https://boxdice.zendesk.com/hc/en-au/sections/12764548629135-The-Web-App
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Upload All Button from the Inspections Screen
In the inspections view it would be good to have an upload all button in the top left. So you could upload all your inspections to the connected portals without having to click through to each individual listing.
3 votes -
Set the default as "phone" note for notes
We would love to be able to set a phone note as the default for notes as this is the main type of recorded contact.
1 voteHi Emma
We are happy to let you know that your Suggestion has been released.
Please refer to the Release Notes for more information regarding this feature:https://boxdice.zendesk.com/hc/en-au/articles/12999240845327-8-8-Release-Notes
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Buyer Reports - Agent App
I would like to see all the Buyer reports in the desktop CRM available in the Agent App. Our agency prefers the older, more simple Buyer Reports, and it is time-wasting to have to send them from the desktop when they could be sent from the App
3 votesHi Supporters
We are happy to let you know that your Suggestion has been released.
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Files to be saved in B+D via Media Vendor (RedHQ)
We create and approve Statement of Informations through RedHQ. At the moment we pulling images and campaign items back to B+D via MVI. It would be great to pull back the approved SOI as well and have it saved in the listing files section tagged as "Statement of Information", "Public - can be published on my website" and "show in agent app".
1 voteHi Emma
We are happy to let you know that your Suggestion has been released.
Please refer to the Release Notes for more information regarding this feature: https://boxdice.zendesk.com/hc/en-au/articles/12999240845327-8-8-Release-Notes
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Edit a buyer note on the agent app
It would be great to have the ability to quickly edit a buyer note via the agent app. Sometimes at OFI's when making notes, agents can make little typos, it would be great to edit these on the go instead of waiting to get in front of a laptop or desktop.
4 votesHi Supporters
You can now edit and delete property/listing notes, buyer notes, and contact notes.
https://boxdice.zendesk.com/hc/en-us/articles/360000557836-Agent-App-v3-1-0-Released
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Create Consultant Groups with granular ACLs based on office access.
As an Admin of my company.
I want to create consultant groups with granular Access Control Lists (ACLs), allowing me to specify which offices the ACLs apply to.
So that I can grant users access to certain functionalities while restricting their access to specific offices.
Example:
Consultant 1 is added to Consultant Group A. This group can access Trust Accounting but only within Offices X, Y, and Z.
Consultant 2 is added to Consultant Group B. This group can access Trust Accounting but only within Offices R, S, and T.
Although both consultants have access to Trust Accounting, their ability…1 voteHi Supporters
We are happy to let you know that your Suggestion has been released.
Please refer to the Knowledge Base for more information regarding this feature: https://boxdice.zendesk.com/hc/en-us/articles/10999474120975-Authorised-Offices
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Bulk Update Listing and Appraisal office
As a Franchise Admin user, I would like to be able to update the Listing and Appraisal office if a staff member transfers from one office to another to reflect new office.
This would assist in making the Consultant Move tool much more effective when run as it moves the activity consultant but not the Listing or Appraisal office.
Not having the office activity moved with the consultant activity negatively impacts our reporting, filtering and electronic communication and we'd love to see this fixed. Thanks!
4 votesReleased on 7.24.4
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Staff Access Roles
As the officer in effective control (OIEC) in my company
I want to be able to restrict Admins and Franchise Admins from being able to update other Staff Access Roles
So that I can make sure staff are not providing access to other staff members who should not have it.1 voteHi Supporters
We are happy to let you know that your Suggestion has been released.
Please refer to the Knowledge Base for more information regarding this feature: https://boxdice.zendesk.com/hc/en-us/articles/360000736176-Access-Control-Levels-Detailed
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Tick Boxes In All Scroll Items
Any item that you are required to scroll down needs a tick box alongside each item. For example:- Contact Categories, Property Features, Styles, Building Materials etcetera.
Instead of scrolling down and selecting, then having to scroll down again to select another feature. I think it would be best so that you are scrolling only once and ticking (selecting) each item that you require as you scroll.
Less time consuming!
3 votesHi Supporters
We are happy to let you know that your Suggestion has been released in .1.0
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New ACL created for Timeline Entry – Edit (own office)
We are hoping to have a new ACL created for Timeline Entry – Edit (own office)
Largely the new ACL is to assist in the case of human error.
Some staff are either entering wrong information or including typos and bad grammar when adding notes to the buyer register via their iPad.
Our goal is to have members of the same sales team, or select members of the office, be able to edit these incorrect notes before they are sent to the vendor in a report.
The currently available ACL would allow the staff to edit all notes, which is…2 votesThis feature has been released in version 8.3. Staff can now be restricted to edit or delete contact timeline events within their own office, or authorised group of offices.
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Update the System Logs to be able to show longer comments
As an Admin user I want the system logs to have a "Show More" option on logs with longer text than currently displayed. This will allow agents with the ACL for View System logs to see all entries in full from the logs.
2 votesThis enhancement was released in version 8.1. Release notes can be viewed here: https://boxdice.zendesk.com/hc/en-us/articles/11426148749199-8-1-Release-Notes
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Contact Timeline activity Compact View
Currently, all activities are shown on a contact timeline, which can be very long if a contact has a large amount of activity.
As an admin user,
I would like, the option to change the display of the contact timeline, similar to how Outlook and other software allow for the view to be either
1. Standard - View remains as it currently is, showing all activity
2. Compact - 2 lines with an option to drop down the rest of the information
This will prevent the timeline from being too long and difficult to search.2 votesHi Supporters,
TImeline events containing a large amount of text will now be minimised by default, with the option to 'Show More' when you want to read the full message.
https://boxdice.zendesk.com/hc/en-us/articles/12630316320527-8-6-Release-Notes
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Ability to have multiple consultants/contacts on 1 Task
In the current CRM setup, assigning two consultants/contacts to a task or task template results in the system creating separate tasks for each consultant/contact. This means that if one consultant completes their task for one contact, it doesn't mark the task as completed for the other consultant/contact, even though they are part of the same team/task.
As an administrator,
I propose a change where assigning two or more consultants/contacts to a task results in a single shared task for all consultants/contacts involved.
This way, when one consultant finishes the task, it's marked as completed for all consultants/contacts attached to that…6 votesHi Supporters
Shared tasks that when completed by one, completes for all. We've created a new 'Shared Task' feature, so you can assign one action to multiple consultants and once one agent marks it as complete, the shared task will be completed for all assignees.
https://boxdice.zendesk.com/hc/en-us/articles/12630316320527-8-6-Release-Notes
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Default columns for table view in contact screen
I would like to be able to set a default view for columns in the table view on the contacts screen.
It would be great to not have to re-set this to my preferences every time I want to start a new filter from scratch.2 votesHi Supporters
We are happy to let you know that your Suggestion has been released.
Please refer to the Knowledge Base for more information regarding this feature: https://boxdice.zendesk.com/hc/en-au/articles/12999240845327-8-8-Release-Notes
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The ability to search by property style/building material
When trying to find matching properties for a new buyer, to have the ability to search the properties screen by suburb, number of beds, material etc would be a huge benefit. Eg show me all the 4 bed weatherboard properties in Surrey Hills.
It would help immensely with prospecting1 voteHi Supporters
We are happy to let you know that your Suggestion has been released.
Please refer to the Knowledge Base for more information
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Send low SMS credit alerts less frequently
As an Office Manager, I would like low SMS credit alerts to be sent less frequently so I am not spammed
When the SMS credit amount goes below the threshold defined in Settings > General > SMS > select office > Notification Amount, an email is sent to the email address defined in Settings > General > SMS > select office > Notification Email.
Business Reason: This happens whenever any user sends another SMS and the SMS credit is still below the threshold.
If there are 20 agents sending SMS over a weekend during Property Inspections, there may be dozens…6 votesHi Supporters,
This enhancement has been released in version 8.8.
Once a "low SMS credit" notification has been triggered, another will not be sent for 24 hours.
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Auto Alert for Auction Date edited
As a Listing Consultant
I would like an Auto Alert for Auction Date Edited
This would help with dealing with multiple changes to auction dates and conversions of private sales to auctions as we head into our busiest seasonMaree Cecchin Jas Stephens.
2 votesHi
We are happy to let you know that your Suggestion has been released 7.11.0
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Character Count on Ad Copy for Window Brochures
As an Admin
I would like to have a character count on the Ad Copy
To have a standard character length per listingBusiness Case: when Ad copy is added to the Master Ad Copy from getting cut off on window cards due to the character limit.
2 votesHi Supporters
We are happy to let you know that your Suggestion has been released.
Please refer to the Knowledge Base for more information regarding this feature:
https://boxdice.zendesk.com/hc/en-us/articles/8565336165903-7-9-Release-Notes
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key numbers
Able to view key numbers and alarm code on the property screen allow agent to access that on the run when doing open on the agent app
5 votesHi Supporters
We are happy to let you know that your Suggestion has been released in Agent App Release 3.2.23.
You can add a private note on the listing or property that can be viewed via the app
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