392 results found
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Do not include Private Appointments in the Library Merge Fields for Inspections
When sending an email via a Library Template
Merge Fields include
[Listing Inspection Details][Inspection Date Long][Inspection Start Time] - [Inspection End Time][Listing Inspection Details/]These do not respect the Private Appointments
So if an active Private Appointment was on the listing it would be included in the email merge fields.
Private Appointments are not sent to portals or advertised online. Therefore the Library Merge fields should also respect that.
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Trade Me Coming Soon Listings
Trade Me Property has created a new pre-list listing type called Coming Soon which will allow agents to publish a property to Trade Me before it goes to market. A Coming Soon listing:
Runs for a fixed 5 days
Carries no price or sale method
Cannot be edited, extended, relisted or promoted after creation.
Withdrawal is permitted and is unchanged.Please find attached a specification of how you can support agents with the adoption of this new functionality. Note this functionality is specifically for Residential for Sale
Please create a function in the CRM to clients to upload Coming Soon…
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Enhance the Merge Properties Comparison Modal
On the property merge, add the activity consultant to the de-dupe sheet .
Particularly on sale and appraisal transactionsIt would be great if we could add Activity Consultant to the Appendable items on the Modal for visibility.
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Change how the Lead Capture Tasks works
As a property manager
I do not want the Lead Capture Task for Buyer Leads to trigger when a rental enquiry is capture
To allow me to separate my Sales Leads from my Rental LeadsWhen the rental tenant lead is ingested it adds the category of "Web Enquiry" which triggers to add a Buyer Lead capture task.
Currently, we only have the option to enable or disable all tasks
Automatically create Lead Capture Enquiry tasks when a contact is ingested
We require to separate the Lead Capture Task for enquiries as below
Automatically create Buyer Lead Capture Enquiry tasks…
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Make B&D more user friendly
I have a few suggestions that I think would make the Box & Dice interface much more user-friendly and intuitive.
As we all log in individually, it would make sense for the system to automatically select the logged-in user when entering an appraisal, creating an open time, or accessing the Legacy Library letters.
At the moment, we have to use a drop-down menu to select our own name. In an office such as Sandringham, with 35+ agents, this can become quite cumbersome. It seems much more intuitive for the system to default to the agent who is currently logged in,…
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CRM Settings - Sold By Other Management
We want settings similar to CRM > Sources > Source Names to manage agent names added under Sold By Other Listings. This will help correct typos and similar mistakes.
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Display Price Field - Increase Character Limit
We would love to see the character limit increased in the Display Price field. The current limit doesn't allow enough room for common sales method wording used in New Zealand, such as deadline sale dates and conditions.
Increasing the character limit would give agents more flexibility to accurately display important listing information and create consistency across marketing platforms.
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Dashboard Post for 'Other Consultant'
A recent change has removed the ability to create a Dashboard Post for Other Consultant when using the Contacts - Note Added trigger.
Previously, this workflow allowed a dashboard post to be sent directly to the selected consultant's dashboard activity feed. The functionality has now been moved to the Notification Centre only, meaning there is no longer an option to display these updates on the dashboard.
We would like this previous functionality to be restored. Having these updates appear on the dashboard is valuable for visibility and ensures important notes are easily seen during the day without relying solely on…
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Rental Listing Automation Triggers
As a Property Manager, I want to be able to create automations for Rental Listings so that I can configure and view workflows related to rental properties in the same way Sales Listing automations are currently supported.
Currently, the Automation Trigger Category "Listings" only contains Sales Listing triggers. Rental Listing triggers should be added to allow Property Management users to create rental-specific workflows.
Required Rental Listing Triggers:
Holiday Category Added
Holiday Category Edited
Action Date Reached
Action Date Edited
Availability Date Reached
Availability Date Edited
Rental Listing Added
Rental Listing Withdrawn
Rental Listing Consultant Added
Rental Listing Consultant Edited
Rental…1 voteHi Supporters
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Add Office-Based Permissions for Editing Listing Information
Currently, the Edit Listing Information permission allows users to edit any listing regardless of which office it belongs to.
Unlike many other permissions in Box+Dice, this ACL does not provide office-based permission levels such as:
Edit only their office
Edit their authorised office(s)This creates inconsistent permission behaviour and makes it difficult for agencies with multiple offices to restrict users to editing listings that belong only to the offices they are responsible for.
It also allows users to change a listing's office, which can unintentionally enable other office-restricted actions that rely on the listing's office assignment.
Requested Enhancement:
Introduce office-scoped…
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Office-wide Buyer Lead Sharing with Restricted Vendor Access
It would be extremely helpful to have the function to share all buyer leads and purchaser records across the entire office, regardless of which agent created them. This would allow agents to collaborate more effectively, match buyers with suitable properties, and provide better service to clients.
At the same time, vendor information should remain restricted to protect client privacy and business relationships. Vendor details should only be accessible to:
- The listing agent(s)
- Managers & Office administrators (or users with admin permissions)This permission structure would enable office-wide collaboration on buyers while ensuring vendor information remains secure and confidential.
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On our rental page that people can book an inspection here on the individual rentals but it is using a third party called tenant app. What
On our rental page we would like people to book in an inspection from the dates available rather than using a third party called tenant app. If we cancel the inspection then they would automatically be notified that the inspection is cancelled.
We don’t want a third party. We just want it to work through box and dice.
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Automatic Website Status Updates from Listing Status Changes
It would be great if Box + Dice could automatically update a listing's website status when the listing is marked as Settled or Cancelled.
At the moment, our team needs to update both the listing status and website status separately, which creates an extra manual step and can sometimes result in outdated listings remaining on our website.
Having these statuses update automatically would save time and help ensure our website always displays current listings.
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Vendor & Buyer Portal
We would love to have Vendor and Buyer Portals that allow clients to access relevant information throughout the sales process.
Potential features could include:
- Access to campaign updates and vendor reports
- Inspection and enquiry feedback
- Open for inspection attendance statistics
- Viewing scheduled appointments
- Document sharing and signing
- Property updates and communication history
- Buyer access to contracts, property documents and transaction updates
- Automated notifications when new information is available
- Integration with Realestate.com.au to display campaign performance metrics such as views, saves and enquiries, giving vendors a single place to monitor their property's performance
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New Type
Now that there is a mandatory AML/CTF check Australiawide and in QLD a mandatory Form 2 Seller Disclousure for all sales, it would be ideal if there was a Type "mandatory fees" or similar so that our clients dont want to "remove" those costs from their marketing schedules
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Default sort order of uploaded listing files
Since the update to B+D I have noticed the Approved Files in the Listing page is no longer in Date Added order. Is there any way I can default this back to dated added, so I don't have to keep clicking on the ⬆️Date Added heading?
I would like to be able to set a default to have files saved in 'Approved Files' be sorted in Date Order not by File Type.1 voteHi Supporters
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Auto Alerts
We would like to be able to select the listing status in Auto Alerts filters so they only alert when relevant to the status selected
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Contact Screen - Select Page
It would be great to have the ability to Select Page on the Contacts screen, in addition to the Select All function.
This will make it easier to spilt a My Contact database across multiple agents when someone leaves the company.
For example: Being able to Select Page of 100 contacts, instead of selecting the bulk 4,000 contacts.Thanks!
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Hide Buyer contact details from Lead Capture by default
At present, when a lead is captured from a portal, buyer details are automatically added to the note generated against that buyer. That note is visible by default, which means the information then flows through to vendor reports.
To prevent this, agents currently have to hide each Lead Capture buyer note individually.
A simple solution would be to either remove the contact details from the lead capture note altogether, or have the note generated as hidden by default.
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Past Inspections Report
We should be able to report on all sales activities at any given time.
Currently the CRM cannot pull a report on past inspections.
You can view them on the Inspections View tab but you cannot export to CSV.Adding an export to csv function on this view would be beneficial or adding a column for Past Inspections in the Sales Listing View that you can filter on.
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