387 results found
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Prospecting - Add Consultant so can filter
I just recently learnt how to use the Prospecting funtion to map out and add properties in a certain area. However, even if you add your own name as the consultant, the search filters do not work. I explained to the Help Desk I literally just wanted to say add 20 properties, put my name against the propereties and filter by suburb | name. The issue is that unless the property is listed as Appraisal | For Sale etc - it brings up every property in that suburb and every consultant. I don't want to turn them into appraisals as…
1 vote -
Add E-Alert interest as Web Leads
Feature request posted on behalf of client :
A recent E-Alert that went out from our account via B+D to compatible potential buyers for a particular listing had 6 unique people clicked through to view the listing. The feature request then is to set up 'ingestion' of these clicks over to the Buyer Leads section of the listing...
This could be added as something akin to the 'Web Lead' tab that pops up next to XX Buyers when a lead comes in via REA or Domain... or it could be added 'as' Web Lead... with the source being E-Alert (probably…
1 vote -
Rotate main image shown on portals
Create a new feature to enable or disable depending on agent preference.
Business Case:
Rotating the main image on the portal through a few (best) images gains significantly more traffic to the details page of a listing.Details:
B&D would rotate the order of the first (X) photos for a property every (Y) days so that the photo displayed in portal search results (i.e. the first photo) would change. Rather than relying on picking the best photo, the agent would pick perhaps 5 good photos to be rotated through.
It will also create an auto-push to all portals on the…1 vote -
Adding Contact as a Solicitor/Changing Contact to Solicitor
1/ It would be great if, when adding a contact we could also select as a solicitor (not just person or company) - rather than having to go in though settings/genera/sales/etc
2/ Also there are some current contact that are solicitors but not recognised as such - would be great if we could have the ability to change from 'company' to 'solicitor'1 vote -
Clients name in Subject line when using Blast email
Adding the option of automatically including the client's name or greeting in the email blast subject line. This will increase the open rate
1 vote -
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 -
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 -
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 -
Editing Solicitor/Conveyancer Information
As an Admin user
I would like to be able to allow Staff (Open) and Staff (Office) to edit the Solicitor/Conveyancer Information without being able to edit any other information in the listing
Business Case:
Only Admins should be allowed to edit Listing Information, to ensure the Listing Information posted online is compliant.
1 vote -
Realestate.co.nz - Setting up new API functionality for existing portal feed
realestate.co.nz has recently launched the ability for agents to claim their sold listings on the website, and while they can do this manually at present, this sold data can now be sent to them directly via the API.
The new listing status transition endpoint allows to update the listing status while providing additional information to claim the sale for the agent.
Where would this data appear?
The sold listing data will appear on the property valuation pages. They currently display CV data, sales history, and the estimated market value on this page.
Once the sold data comes through from the…1 vote -
Icon to allow viewing of password on login page
Now that password security has been updated to require a minimum of 12 characters, it would be very helpful to have an icon available on the login screen to click so you can see what you are typing, the same way that the mobile app has.
1 vote -
Search for Rental matching price criteria in the Contacts screen
When searching for Matching Criteria for a Rental Contact, the columns available have Price From and Price To.
When wanting to know a contacts Rental price to and from it would be benefical if we can see this in this screen
Solution:
Rename this to Sale Price From & Sale Price To and add two more columns for Rental Price From & Rental Price To?1 vote -
Unprocessed Lead Captures - filter by Office
When you go to More - Lead Capture, you see "There are X Lead Capture enquiries that need attention"
Some clients have multiple offices,
As an agent, it would be beneficial to only see the Leads that are linked to properties in my own office
1 vote -
Mark a buyer as Owner Occupier
Ability to mark a buyer as an Owner Occupier or Investor by ticking boxes when adding their name and contact details rather than scrolling the client category list, a buyer will immediately fall into one of these two categories so would make an agent's life easier at an open.
1 vote -
Individual agent SMS account
As an agent, I would like to have my own individual SMS account independent of the office account.
Some offices restrict or don't allow an SMS account for various reasons, however individual agents still want to use this facility. Being able to have an SMS account for an individual consultant would give them the tool they want, which they can be solely responsible for paying for, while still respecting the restrictions put in place by the office admin.
1 vote -
Automatic selection of second contact relationship
It would be handy if once you added a relationship type to one person, that the other person's relationship be automatically prefilled based on what has been selected. (With the ability to manually override)
For example 'Husband' > prefill 'Wife'; 'Partner' > prefill 'Partner'
1 vote -
Advertising booking report
As an agency which does not use a media vendor application, we would like to be able to produce an advertising booking report so we can easily see what media advertising needs to be booked.
This would contain all campaign items (and related information) with an Action Date within a certain date range.1 vote -
Report - Unallocated Non-Vendor Funded Campaign Expenses
Could we please have a report made available to help users identify which non-vendor funded campaign items (office/company/consultant) have not been deducted from a commission sheet?
1 vote -
Add profile picture to contacts
There should be capacity to upload a photo to a contact's profile (this is 2021 after all!). We should be able to link social media profiles to a contact and communicate with them via social media links.
Please allow the functionality of clicking a contact's name to access their details, rather than just their silhouette!1 vote -
GST on Account Summary
As a user I would like to be able to see the component of GST charged on invoices on the Account Summary statement.
1 vote
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