392 results found
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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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File Reference to be a searchable field where only the File Reference searched shows on screen.
File Reference to be a searchable field where only the File Reference searched shows on screen.
At this point in time you can search for a File Reference by using Ctrl+F, but a whole list of properties appear, which then means needing to scroll through the list to find the File Reference required highlighted. Imagine, after years of using Box & Dice how many properties you will need to scroll through to find the highlighted File Reference that you could be searching for. This obviously, is not ideal!
Business Case - all of our keys are coded according to what…
2 votesHi Gail
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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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note tagging between contacts & properties
When cross referencing buyers to a property, when you leave a note against a contact & tag the property in the note eg. @42 Croanna Street Rye <- then it creates a link. When tagging the property can that then place the note in the properties notes & link back to the contact?
2 votes -
Land Size
Please can we have an option to add land size to buyer's matching criteria on the mobile app.
2 votesApologies, this was not in development the option to add Landsize on a property in teh App was delveloped
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Admin or Superadmin control of MFA
Admin or Superadmin control of MFA including
- enforcement of compulsory MFA enrolment for all users at next login
- ability to reset MFA if user loses device2 votesThank you for your Suggestion!
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Please note that Box and Dice Support Staff can disable a users MFA from the backend should they loose their device
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Make accurate notes easier
As a salesperson who likes to use the type of note to filter last contact I would like the system to make it easier for me to select the correct note type - phone, other, etc by putting this on the critical path to making a note on the Contact screen in the CRM. At the moment the note type selection is an afterthought and often forgotten which undermines the effectiveness of the filters based on kind of contact.
A suggestion is to have a series of buttons for the various types (rather than the text box being visible). On…
2 votes -
Ability to manually trigger project stage commission invoices
As an agency who manages projects, we often want to have commission invoices in the system as soon as we have received the full deposit into trust.
The commission stages are triggered by the entering of sale/unconditional/deposit release/settlement dates - none of which apply to the above. It would be great to have a simple button on each commission payment stage to allow the user to manually create the commission invoice.
The current workaround is to manually enter one of the above dates as today's date (to trigger the invoice creation) and then remove it again which is a lot…
2 votes -
View/edit tasks on app on behalf of other consultants
Would be very helpful, especially for PAs, to be able to view/edit tasks on behalf of other sales agents via the agent app
by Lisa Page2 votes -
First Portal Upload Date
I want to be able to pull a report at the end of each week as to what listings have been uploaded for this first time ‘this week’
I can see ‘First published date’ and ‘Last Portal uploaded date’ but nothing about ‘First portal uploaded date’
Can I please get a new filter for the 'First Portal Upload Date' so I can see when a listing has been uploaded to the portals for the first time?
2 votes -
Gender Selections in Box+Dice need to be more fluid and inclusive
As an agent
I would like a new field in B+D for gender
In order to correctly address a contactAt the moment we can only select male and female genders. This is required to be updated as a lot of people do not identify as either.
Having another field available to select, will help the agent to correctly address the contact when they are communicating with them.
2 votes -
Add contact hyperlink or else ID to system alert for 'My Contact'category change due to contact merge
Can a hyperlink or else Contact ID be added to the system email alert triggered when the Consultant for the 'My Contact' category is changed against a Contact, as a result of merging duplicate contacts?
When multiple contacts in the system share the same First and Last name, it’s difficult to determine which merged Contact the auto alert email relates to.
The addition of a Contact hyperlink (or else a Contact ID) to the system email alert would help users to precisely identify which merged Contact the alert relates to.
2 votes -
Re-add ”Keep Informed” note identifier
”Keep Informed” note identifier was removed from V4 in the Notes section of the Contact profile
Request:
Please re-add this back to the Notes Section against the contacts in the Buyer RegisterReason:
You can select all notes in order in a buyer register.
So you can easily select all buyers who wanted to be kept informed and call them.
So if there's a 100 buyers in the register I need to quickly find the 7 of them who asked to be kept Informed.2 votes -
As a user of the Enterprise Importer, I would like my incoming listing to be matched by uniqueID as a priority over property address
When a listing is uploaded to Box+Dice, the current Enterprise Importer logic is as follows:
Find a Property from a XML file by its address (doesn't support lot numbers).
Update the Property information (if something changed, e.g. beds/baths, house/land sizes, etc).
Find a Sales Listing by uniqueID. If not found - try to find it by the Property address (like in step 1).
Update the Sales Listing information (e.g. prices, office, external reference ID, etc).
This can (and has) caused issues in a multi-office/office group system environment.
For example if the Listing was found by address, it may already contain…2 votes -
able to select 'Rental Appraisal Activity Consultant' in Task Templates
Issue
With the increase in support of Property Management in Box+Dice, users are starting to look at setting up alerts and loyalty campaigns which reference consultants on Rental Appraisals and Rental Listings.
Currently, only consultants related to Sales Appraisals & Listings can be used.
The currently available Role 'Appraisal Activity Consultant' refers only to Sales AppraisalsOutcome
Provide functionality to allow use of 'Rental Appraisal Activity Consultant' and 'Rental Listing Activity Consultant' Roles with Loyalty Campaigns.
It would seem logical to do the same for Auto Alerts as well.2 votes
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