392 results found
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Auto Alert - Expected Deposit Release Date
Could we please have an Auto Alert added in for the Expected Deposit Release Date?
2 votes -
Web Portal & My Website Status
A number of agencies have requested for the My Website Status and Web Portal Loading functions to be positioned in the same section of the system so they do not accidentally forget to change their own website's listing status (currently under the Listing Information screen).
2 votes -
Re-scheduling tasks in bulk
It would be great if there was a function in order to re-schedule tasks in bulk. Generally we have up to 15 tasks for a new listing and if circumstances change with time-frames, at present we have to change the date of each task individually. This would save a lot of time.
2 votes -
Retain Cancelled Sales Data after Listing Reinstated
The current system functionality is such that when a sale is cancelled (i.e. a purchaser has pulled-out of a sale) the Purchaser Activity is changed to Purchaser-Cancelled and the Vendor-Sold Activity is changed to Vendor-Cancelled. All of the sale details remain on the Sales Voucher allowing the cancelled transaction to be viewed again at any time.
If the Listing is placed back on the market immediately, the standard process is to reinstate the same Listing ensuring all campaign details are retained on the same Listing record including any IDs for web portal loading etc.
If the property is then sold…
2 votes -
Appraisal Source - mandatory field
Is it possible to make this a mandatory field on appraisals? It would help with reports etc so that you are able to gain an idea of where your appraisals/listings are coming from so you know where to concentrate your time.
2 votes -
As an Administrator, I would like to have an option to make Appraisal/Listing Source compulsory, or not, as per internal company policy.
Is it possible to make this a compulsory field so that it can be tracked where the agents are getting their appraisals from?
2 votes -
Automated Task List Emailed Daily
As an agent I want my daily tasks emailed to me, I can then click on one and it takes me to the task in B+D to complete.
2 votes -
Accessing Library through App
Would it be possible to increase the functionality of the app by being able to access the library in the agent app?
Understandably, this is a lot of data that needs to be processed in order to open the library up each time, perhaps if the agent only had access to their own folder in the library? Admin teams could set up the SMS template for any agent who chooses to use it.We would find this incredibly helpful when sending out SMSs to buyers. Currently, we are asking Agents to save particular SMS templates in their notes section on…
2 votesHi Supporters,
The Product Team are reviewing your suggestion
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Updating the "Actual Unconditional Date" When the portal status changes to sold
The "Actual Unconditional Date" is used as a trigger for some other parts of the system, such as allowing a sold listing to appear in the Sold section of a blast email, or to send through to a media vendor integration partner.
However it is a manual field which is often overlooked, so it would be helpful to see this information auto populated once the Portal status changes to Sold which would confirm that it is in fact Unconditional.2 votes -
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 -
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 -
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 -
Add Sale Price merge field to the Purchaser Added auto alert
As an admin I'd like to be able to use a [Sale Price] merge field in the Purchaser Added auto alert. This field is available in a couple of the other Sales alerts.
2 votes -
Contact search by email address when CC-ing from the Library
When sending an email via a Library template, if I want to CC other contacts I can only search them by name. Whereas when sending a standard email I can also search by mobile or email address.
Often there are several contacts with the same name which makes it very difficult to know if you are selecting the correct contact or not.
2 votes -
Add new listing type - For Sale Or Lease
Major web portals (REA, Domain, View.com.au) support a listing type of 'For Sale or Lease'.
As an agency that manages commercial property, I want to be able to enter listings into Box+Dice and select this listing type, and upload as such to those portals that support it.2 votes -
I would like to bulk-add owners to properties in a Project
When using the Project Module you have the ability to bulk add properties, and also bulk-list them. However, there is no option to bulk add the owner/vendor at the same time.
Once the properties are created, you must go into each property and add the owner one at a time. This results in a lot of extra admin work for a large project.2 votes -
Could the buyer Source be included in the buyer information on the mobile app?
The buyer source is shown in the web app, but not on the mobile app. This can be very useful for an agent to know if they meet the person at an OFI and they are already a buyer on the listing.
2 votes -
Add activty filter Letter Name to contacts Last recorded contact filter
When filtering for
where Last recorded contact
is equal to YYYY-MM-DD
Contact event type is any of
Letters
Consultant is any of
Consultant NameThis returns X number contacts, but you cannot tell what the name of the Letter Template was. That capability is not possible in the UI
Under filter Last Recorded Conact
Add subfilter Template Name is any ofThis will allow agents to filter for contacts sent communications that where from a Library Template, allowing them to clearly identify which contacts received what information.
1 vote -
Export either the SMS history or an SMS report with all Consultant Names
Currently, the exportable SMS report only includes the recipient number, message preview, date/time sent, and cost. It does not include the name or number of the consultant who sent the SMS. To identify the sender, users must manually filter by individual consultants, which can be a time-consuming process.
The consultant filter is only useful if you already know which consultant you want to check. In most cases, users are trying to determine who has used the different amounts of SMS credit across their office.
For example, if an office tops up its SMS balance and the funds are quickly used…1 voteHi Christie
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