381 results found
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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 -
Task Note Type - Meeting
Could an additional Note Type be made available for an in-person Meeting as the current options (phone/email/sms/other etc) do not quite cater for this type of client interaction.
1 vote -
Printing accounting emails
As an agency that prefers to keep a physical file folder for our sales, we would like an option to print a copy of each accounting-related email that we send out of the system (For example when sending an invoice to a vendor, receipt to a purchaser, account summary to a solicitor).
1 vote -
Show Leased/Sold Price history on the property page
It would be really helpful if the property screen could show what it was previously actually leased out at or sold for. ie pull the combined figures from all transactions into the one place. That way you get a running track of the sale and rental figures over a time period.
1 vote -
Take Photos & Upload from App
At present, a user can upload photos to a property from the web browser version of B+D; which they would generally do when appraising a property so they have a visual record of the property to refer to later. Now that an agent can appraise a property from the app, it makes sense for them to be able to take a photo via the app and upload it directly to the property; rather than taking photos, downloading them to their computer and then uploading them to the web browser version.
This functionality will be critical for property management in future…
1 vote -
Batch print Task letters
As a PA who needs to produce dozens of letters each week for completing sales (amongst other things), I would like to be able to select all such Letter Tasks within a certain timeframe, and bulk print them all at once.
1 vote -
Configurable Common Notes
As an agent who regularly contacts my client database and adds notes to their timelines, I find I am often entering the same note text over and over again for similar scenarios.
I would like to be able to configure my own custom list of common Notes so I can choose one from a drop-down list rather than have to type it out in full.
Similar in function to how I can select the note type from a drop-down list, however I want to be able to configure the list myself as I can for Sources.
1 vote -
Allow office-specific categories
Could it be considered to allow a user with the necessary access permissions to select which offices a Category should be made visible to?
In databases where there are multiple offices linked to the same database, it is a common issue to find either:
a) a large number of categories in use as the different offices want/need different categories to be able to group their clients effectively
b) a number 'X' categories that need to be used to keep the total number of categories down (for example, one office will use a category called X-1 to indicate their Bayside Newsletter…
1 vote -
Show sale price undisclosed status in the Listings tab
In the Properties tab, there is a tag to show when a sale price has been marked as Undisclosed. This is also present when viewing the main listing screen.
This should also show when including the SALE PRICE column in the Sales Listings tab, so that users will not unknowingly reveal an undisclosed sale price to a client.
1 vote
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