381 results found
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“Permissions” for Marketing Emails & Marketing SMS
Please add a feature to set access so only admin staff are able to edit a contacts “Permissions” for Marketing Emails & Marketing SMS.
2 votesHi Catherine
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App: Tagging properties & people
Would like to be able to tag people/properties in notes with the @ symbol as in the desktop version.
2 votesHi Pete,
The Product Team are reviewing your suggestion
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Matching Criteria - Listing type filter
Hi team
We would love to have an option within edit matching criteria that allows us to filter matching listings displayed based on listing types.
For example, adding in a drop-down filter.
It would be great if the filter can include the current listing types:
- Private sale
- Auction
- Expressions of interest
- Off market
2 votesHi
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Additional visibility on staff screen
Would love to see "Authorised Offices" and "Consultant Groups" as column options on the staff search screen.
Would also love to be able to filter by these options please!
2 votes -
Ability to save files on a Contact Card
We think it would be beneficial for Box+Dice to have a contact card page, similar to the Vault Filing Cabinet options. See example below:
https://support.vaultre.com.au/hc/en-au/articles/36000429953
This way agents can save Documents and IDs against the contact card, rather than the only place documents can be saved being a property page.
2 votes -
BCC the second agent when sending listing-related emails
I’d love if you could consider adding a ‘Bcc the second agent’ on the send email section.
We constantly have duplication of messages in our agency and this would be helpful in reducing this if they could be bcc’d.
2 votesHi Narenna
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Option for Admin Bulk Delete under search Contact
To keep our database clean, we would like the ability for Admin to search contacts, filter them and then bulk delete, rather than delete 1 by 1. There are several instances of "buyer-in" at an OFI and then they are still there months, years later without full details, etc.
2 votes -
Keysafe details in the agent app
There is a section to put the keysafe details on the listing, however, it is not visible to the agents in the app when they are at the property when they actually need the code.
Admin need to double up and add a note as well so the agents can see remotely.2 votes -
My Contact Consultant Column
It would be great if user levels ie Manager, Manager (Open), Admin and Franchise Admin could use the columns in the contact screen to pull through the My Contact consultant that the client is assigned to as opposed to searching per agent to get the result we are after. For example, searching for categories is any of - Physical Mail with letters permitted, we'd love to be able to pull over the My Contact Consultant full name, not initials so we can download and arrange a mail merge for a letter.
2 votesHi
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Default to by inspection as opposed to by interest in the buyer register
It would be great to change the default view in settings so that our agents could filter by last inspection as a opposed to interest level.
2 votes -
Move/Remove Mark as Purchaser
Can we please move or remove the mark as purchaser button in the app, sometimes our agents accidently hit this when they are checking people into properties and then they are no longer able to check people in. Alternativley it should be a user rights option as it is not common for agents to be processing the contract details hence not needing to mark as purchaser
2 votesHi Supporters
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AI integration for all message channels
MRI needs to start integrate AI into Box and Dice to help agents prospect and send out texts. AI should be integrated into all aspects of a property from listing to uploading documents to prospecting. Copy and marketing material along with suggested replies to enquiries should also be able to be generated from B+D using AI. AI should be able to scan notes made by agents and then suggest means of following up as follow up is one of the most important elements in being able to win business in real estate and is one of the core tenets of…
2 votes -
Make searching and exporting System Logs easier for users with the ACL permission.
As an Admin user I want to be able to search and export the system logs per office To view and analyse the staff activity in a date range for a certain office. Currently, there is an ACL for “View the System Logs” in the UI.
Adding the option “Export the System Logs” to the Global Permissions would be beneficial so users do not need to rely on BD Support Admin to export logs.2 votesHi,
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Create a field field/line for a Supplier's ABN
There should be a field where the supplier's (company's) ABN can be recorded in Box+Dice.
2 votes -
Create field 'adjustments' in reconciliation screen
As a user completing bank reconciliations
I want to be able to enter an amount into an ‘adjustments’ field when more money has been paid from trust than what is held in the ledger
So that I can reconcile whilst I wait for the funds to be returned to the trust account2 votes -
Enable lead capture via Plezzel integration for project listings
Currently the Plezzel integration enables web lead inquiries to be captured in Box+Dice as Buyer Leads for Sales listings, however not for project listings.
Please can this be made possible for project listings too.
2 votesHi Rowen
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Enable Apple Split View for Box+Dice mobile app to use on iPad
Certain iOS mobile apps are compatible with the Apple Split View feature which makes multi-tasking possible when using an iPad device. This feature allows for multiple apps to be open side by side, as outlined in https://www.youtube.com/watch?v=YbaiZS_G2a4.
Please can the Box+Dice mobile app be made compatible with the Apple Split View feature, to allow for better multi-tasking on iPad devices across various apps.
2 votesHi Supporters
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Exclude from ABA Trust Account setting
A setting to be added to the trust account set up to have payments default to 'Exclude from ABA" if the client pays manually.
2 votesHi Supporters
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Increase font size in mobile app
Reading the client contact details in the app is difficult when checking in on the mobile. It would be great if we could have an app setting to increase the font size as the phone setting doesn't appear to impact the applications settings.
2 votesHi Stephanie
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Send automated email reminders to vendors to pay outstanding advertising invoices.
It would be great if Box+Dice could send automated email reminders to vendors reminding them to pay outstanding advertising invoices, triggered by days overdue.
2 votes
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