387 results found
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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 -
2 votes
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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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2 votes
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2 votes
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Lead Flow Auto Alerts
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 systemsThanks!
2 votes -
Send SMS from personal SIM
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 votesHi Dennis,
The Product Team are reviewing your suggestion
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Ability to copy task templates to other staff
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 -
middle name
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 votesHi Supporters
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Lead Flow- add Matching Criteria
Having the option to add matching criteria in the lead flow section.
2 votesHi Supporters
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Check In SMS Sender Options
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 votesHi Supporters
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