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381 results found

  1. Make the app so you can view full history and notes of contacts

    3 votes

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    0 comments  ·  Agent App  ·  Admin →
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  2. Settings>General>SMS>An option here to be able to restrict the characters/length of an SMS sent. eg 160, 320, 480, unlimited.

    Even though there is the counter showing number of characters used, you cannot restrict this is anyway. It would be great to have a settings option whereby admin access staff can set a character limit so we can control the size of SMS's.

    Reason: To keep SMS size uniform throughout the company and also cost cutting/no wasted SMSs going out.

    3 votes

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  3. As an agent
    I would like the ability to update a Task Template campaign commencement date without needing to manually edit the multiple Tasks created, or delete them and apply the Task Template again.

    3 votes

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  4. I would find if very helpful if the companies watermark could be selected to be added to photos from B+D. It will ensure everyone in the company is using the same watermark and it is put in the correct position on the photo. Agent could then also then decide it they require it all photos or just the main photo.

    3 votes

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  5. If a particular contact in the database is a director of 2 companies, I want to enter both those companies into the system and mark my contact as related to both of them.

    Currently, once a contact is related to one Business (Company contact), you cannot add another Business.

    If you add the related contact via the Company contact screen, it will remove that contact from any previous Business (Company contact).

    3 votes

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  6. As a sales agent I want to be able to show our recent sales to prospective vendors via the Agent App so that I can impress them with our track record in the area and leverage comparable sales to have a price discussion.

    This kind-of works at the moment, because you can filter to display past sales, BUT

    • Sales are not returned in sale date descending order, and there is no way to sort by this - only Inspection, Distance and Last Viewed. eg/ for Eltham the first result is a 2012 sale.

    • The sale date is not visible, so…

    3 votes

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    0 comments  ·  Agent App  ·  Admin →
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  7. 2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  8. I just wanted to check in to see if there have been any updates to feed through seller and buyer leads from Facebook ads/Meta?

    Is it possible to forward leads by any of the below means?
    - forward email with lead details to Box + Dice lead inbox
    - Zapier integration so I can automatically push them through and trigger comms
    - API to automatically feed in details, and apply tag/source. I can see that I can manually import leads, however I want to reply to them within 5 minutes of them submitting their details.

    2 votes

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  9. I would like to be able to configure alerts based on the campaign start date / when a listing goes online; for example:

    • notify a staff member when a listing goes online and include certain information such as the vendor details.

    • notify a staff member to call a vendor when their listing has been on the market for more than X days.

    2 votes

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  10. Currently the Template Library has a single dropdown for all templates, showing the category above the template name. This is annoying to navigate when you're not sure of the name of the template you need and have to scroll through hundreds. If you search for the category name, it does not show you everything under it, only those with the category name in the template title.

    I'd like a drop down with the categories, and then a dropdown with the templates within the selected category. E.g. Select the 'Sold' category and then be able to select the sold emails. (This…

    2 votes

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  11. 2 votes

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  12. 2 votes

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  13. I'd like Lead Flow triggers added to Auto Alerts.

    I'd like to enable our agents to be alerted the moment a lead hits their B&D CRM from any source so they can action it immediately.

    Triggers should include :
    Reason to Call alerts
    Email events such as opening emails sent from B&D and Active Pipe (where the integration is active)
    Lead Scope tags added
    Any other integrated lead source systems

    Thanks!

    2 votes

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  14. I've previously used MRI Vault before and it had the capability to input a client's first name (with a entry field "$$firstname$$") in a message. This would go from the MRI vault app, to my phones messaging app, so that I could send the personalised SMS directly from my phone.

    This was extremely useful for a number of reasons:

    1) when I received a reply message I could see what message I sent them and who they are, and what they are replying to.

    2) I could use my own phone which has unlimited SMS and send longer messages.

    3)…

    2 votes

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  15. As a user
    I want to duplicate my task templates to another user
    So that they do not need to spend time and effort re-creating templates that already exist.

    2 votes

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  16. Could we add a middle name field in Box and Dice to show up on trust receipts so that the name on the receipts matches other documentation that is provided to vendors and purchasers, while still allowing us to send general marketing using their preferred names

    2 votes

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  17. Having the option to add matching criteria in the lead flow section.

    2 votes

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  18. As a PA I sometimes help with OFIs, When I do the OFIs I would like the automated check in SMS to come from the main listing agents mobile number instead of mine.

    2 votes

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    0 comments  ·  Agent App  ·  Admin →
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  19. When users are added to a 'team', it allows them to manage various things for each other. (sms, email, existing tasks, categories)
    It, however, does not allow for a user to see another user's lists (task templates, contact/property saved filters)
    This will need to be manually created if you'd like to see them on your own end.

    We would like saved filters and task templates added to Staff Sharing permissions

    2 votes

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  20. As an Admin
    I would like when enabling Settings - General - Office - Sync Discounts and Funders from Media Vendor.
    That multiple vendors, if they exist, are to be fed from Media Vendor to Box+Dice.

    2 votes

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    0 comments  ·  Accounting  ·  Admin →
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