392 results found
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SMS Vendor Summary via App
Can we please have the ability to send a short summary report via text to a Vendor after an open home?
This is similar to the email version which is currently available via the app but just in SMS format.
3 votes -
Appraisal cancellation date for reports
When using the Whiteboard missed appraisals report, or using the Sales Appraisals tab to create a custom search report, it is not possible to include the appraisal cancellation date. Could this please be added?
Could it also be possible to filter Appraisals by appraisal cancellation date also?
3 votes -
Pending Transactions - Multiple Payees
Can we please have an option made available to nominate multiple payees in a pending transaction for a Commission Invoice? This would apply for Conjunctional Sale and/or a Referral scenario where the agency wants to be able to pay the other office/referrer directly from the sales trust account (rather than transferring the full payment to the general account and then paying the conjunctional agent/referrer from their general account).
Similar functionality is currently available when processing the 'pending payment to client' transaction.
3 votes -
Increase character limit of ledger name
Our auditor has requested that we name our ledgers to include the address and vendor name, but when they are an Estate of *** or Power of Attorney these can be very long and will not fit in the current 50 character limit.
3 votes -
Easily see repeat inspection attendance
Would it be possible to implement a way to easily identify buyers who have attended more than one inspection at a property?
Currently you can only filter to see those buyers who have attended at least one of any selection of past OFI dates.
3 votes -
Mailchimp Integration
We would like to have created a Mailchimp integration so new contacts that are added into box and dice automatically flow through to our Mailchimp database.
Also receive information to have it recorded that the email was sent, replies, capture the data, set audiences, manage and view unsubscribes.
3 votes -
Allow blast emails to use second email address
As an agent who has a second email address entered for some of my contacts, I would like to be able to include those in my recipient list when sending a blast email campaign.
3 votes -
Sales Statements Screen Improvements
Could we please have the following improvements made to the Sales Statements Screen (Accounting > Sales> Statements)?
- A checkbox to hide Zero Balance Outstanding statements
- An option to sort ascending/descending by all column headings
- A column for Total Un-invoiced (being the total of campaign items that have not yet been added to a Vendor invoice)
- Ability to re-order the columns so the layout is easier to follow (as per the user's preferences)
3 votes -
Contact Timeline in App
Make the app so you can view full history and notes of contacts
3 votes -
SMS Character length restriction
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 -
Update Task Template tasks with a new commencement date
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 -
Option to add companies watermark to photos
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 -
As a database manager, I would like to be able to link a Contact to multiple Businesses
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 -
Using Agent App to show recent sales to prospective vendors
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 -
Allow Email Designer Emails to Be Sent Directly to Matching Contacts
Currently, users who want to email contacts displayed in the Matching Contacts list need to recreate a similar audience manually using Contact filters. There is currently no filter that can exactly replicate the contacts shown in this list.
It would be helpful to allow users to send Email Designer emails directly to contacts displayed in the Matching Contacts list.
This would streamline the workflow, reduce the need to manually recreate contact lists, and make it easier for users to communicate with the relevant contacts directly from the matching contacts' screen.
2 votesHi Supporters
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Ability to change colors of appointments added on box and dice to be able to color code e.g. appraisals, sit downs, tasks open homes etc.
Ability to change colors of appointments added on box and dice to be able to color code e.g. appraisals, sit downs, tasks open homes etc.
2 votesHi Angela
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Choosing a specific user to assign task templates and workflows in automations
It would help if there was an option to select a specific user to automatically assign a task template or workflow to as part of the automations.
Currently you can only choose the listing consultant, Advertising consultant, Activity/Trigger Consultant or My Contact Category Consultant.
We have centralised teams that help with some of the tasks and it would be helpful to auto assign the tasks to the relevant user.2 votesHi Supporters
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Receive seller and buyer leads from Facebook ads/Meta
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 -
Alert trigger based on "Campaign Start Date"
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 -
Schedule Web Portal Uploads
As an: Agent or Admin
I would like to: schedule in advance the date a listing becomes Active and automatically uploads to all web portals configured for that listing, based on the Campaign Start Date field.
To accomplish: allow listings to be prepared, reviewed, and approved ahead of time so that they can automatically go live on the correct date — even when the responsible agent is on leave, away during weekends, or over holiday periods — ensuring marketing timelines are met without requiring manual intervention.2 votesHi Marina
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