387 results found
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Record Call Logs
We believe the ability to record call logs in Box+Dice is core functionality for our team. Being able to track calls with our contacts is essential for maintaining a complete communication history and ensuring accountability.
Ideally, this feature would also allow us to create a follow-up calendar event (integrated with Outlook) directly from the call log. This would streamline our workflow and help ensure timely follow-ups, which are critical to our business.
Thank you for considering this feature request.
1 voteHi Supporters
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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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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.
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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 -
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 -
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 -
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 -
Image column available in the table view
We'd like to see an image column available in the table view under the rentals screen. It should operate like the Sales > Listings table view. Thanks
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Full Name Details on Vendor Reports
We would love to had an option to display full name details of buyer leads on the vendor reports.
1 vote -
Display Office ID somewhere easy to view
You can pull office ID from the code, but it would be great to be able to store this info somewhere easy for those with access to view, perhaps on the office page?
As a network, we have many integration partners that need this information and it would be great to have it easily accessible in the same screen as all the other information we need to supply to them.
Thanks!
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Finding properties not under management for BDM
As a BDM I would like to be able to filter for contacts in my system who own a property that is not their residential address and that is not currently under management by my agency, and to be able to also filter/order this by number of properties owned
1 vote -
File Reference to be a searchable field where only the File Reference searched shows on screen.
File Reference to be a searchable field where only the File Reference searched shows on screen.
At this point in time you can search for a File Reference by using Ctrl+F, but a whole list of properties appear, which then means needing to scroll through the list to find the File Reference required highlighted. Imagine, after years of using Box & Dice how many properties you will need to scroll through to find the highlighted File Reference that you could be searching for. This obviously, is not ideal!
Business Case - all of our keys are coded according to what…
1 voteHi Gail
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Send agent details as contact card to client
As an agent, I would like to send my details to a clients mobile via a button in Box+Dice, that sends them a contact card with the following information:
Name, Position, Mobile, Phone BH, Email Address
1 vote -
Bulk Print Pipeline Clients, One Contact per A4 Page, Full Note/Timeline History
A top operator who uses another CRM is able to have his pipeline printed in the following format:
Page 1:
Clients Name
Contact information
Properties owned
Full note and timeline historyPage 2
Clients Name
Contact information
Properties owned
Full note and timeline historyHaving one A4 page printed per contact is powerful.
It allows us to write notes onto each page after a phone call, and then we can add the notes into the CRM at a later date.
It also allows us to go somewhere quiet and review each contact properly.
We should be able to print ALL…
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As a buyer's advocate user, it would be great if there was a way to record a Purchased not just a Sold transaction lifescycle.
As a buyer's advocate user, it would be great if there was a way to record a Purchased transaction journey, rather than just the Sell journey. Instead of loading in listings for sale, we would be loading properties to potentially buy that meet our client’s briefs & also to communicate easily to our agent database.
At the moment Box+Dice seems built for agents listing & selling. We need to be able to track off-market opportunities & properties online & ultimately enter in our client's purchases once bought & have these shown as “PURCHASED” not “SOLD”.
Currently we have to use…
1 vote -
Show recipients per Listing on E-Alert screen/reports
As a sales agent I want to see how many buyers received my Listing in an E-Alert send and the listing's clickthrough rate so that I can provide this feedback to my Vendors and use it as a selling point for prospective Vendors. It will also help me measure the effectiveness of this marketing channel at a listing level.
At the moment there is visibility of:
- total recipients for the night's send, total clicks etc
- total clicks for each listingOn the screen where clicks per listing are shown and on the Summary report where clicks per listing…
1 voteHi Kylie
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