392 results found
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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 -
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
Thank you for your Suggestion!
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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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Sync Discounts and Funders from Multiple Vendors via Media Vendor
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 votesHi Supporters
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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 votesHi Supporters
We are pleased to advise that we have started development on this feature. Thank you for your help in making this happen! Look out for it in a future release.
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