381 results found
-
Auto Alert for Inspection Added to Listing
As an Admin user
I would like to be able to have an Auto Alert for inspections added to the listing
Business Case:
Staff users currently add the inspection to the listing but do not have the ability to portal load the listing. Once they have loaded the inspections to the listings they need to send that information manually to an Admin for the Admin to load the listing to the portals.
Having an Auto Alert that does this automatically would be beneficial to the staff users and Admins, as they would be alerted as soon as it happens
2 votes -
Pest and building
oz-combined-realty.boxdice.com.au
James Holt
As a client
given the very popular and regular practice of agents providing Links to Pest and building Reports in much the same way as we do contracts of sale I suggest it is time Box N Dice added this option and functionality on the system.
So we can simply click a “SEND P and B” button and it will send the link and record that they have been sent a Pest and Building. In this way you can also search buyers who have Purchased a Pest and building report.
2 votes -
Including 'Property Areas' filter into the ‘Matching Contacts’ modal
The ‘Matching Criteria’ modal and filtering currently does not include the ability to filter results by Property Area.
Having the additional option to exclude or include contacts based off a 'property area' filter in the ‘Matching Criteria’ seems like a worthwhile enhancement.
To be able to correctly use this feature when Property Area(s) have been added with buyer matching criteria, there could be an additional option added to enable filtering by ‘Property Areas’ (to function the same way as the ‘Suburb’ option).
2 votes -
Would like the ability to add or change recipients on vendor report from App
When creating an email report to send to the vendor, you cannot add any other recipients besides the preset vendor(s). Agents want to do this to keep each other updated when working in a team. This can be done when sending any other email from the App. (and add in any other reasons or arguments, etc)
2 votes -
ABA payment reference field
At present the payment reference generated when using ABA files uses the Solicitor Reference field for the details.
Whilst this works well for payments to Solicitors, it results in the same reference number being used for payments to other parties (including the agency) which can be confusing to the recipient as the Solicitor's reference number is often a not easily identifiable set of numbers and/or letters.
It also means the user has to go back to the Listing Information screen to keep changing the Solicitor Reference every time an ABA file is generated for the property if they want the…
2 votes -
Multiple Funders for Advertising Campaign Items
As a user I would like to be able to add multiple funders to a campaign item so I can handle all of the possible splits that my agency may need to allocate.
E.g. Vendor is paying $500, Office is paying $30 and two Consultants are paying $15 each.
These splits should all filter through to the commission sheet so they can be allocated against the various funding parties accordingly.
2 votes -
Entering sales receipt amount
As a user I'd like to be able to enter an amount to be allocated against items when creating a sales receipt rather than having to manipulate individual items to make up an amount being paid by a client (e.g. where a client has paid $1,000 and they are not using trust accounting but the advertising campaign costs $5,000).
2 votes -
Sold By Other date
When adding a Sold By Other transaction, we are prompted to enter the Settlement Date. We may not know this information, and would prefer to enter the Sold Date instead. Could an additional field be made available for this, and then the transaction date on the property show whichever is latest?
2 votes -
Rental Advertising Campaign Management
Could we please have the same Advertising Campaign management function that is available for sales listings to be made available for rentals listings? This would be a big step forward for agencies when have rent rolls as there are few other options available for reconciling advertising invoices for rental listings (to keep track of this agency expenditure).
2 votes -
Additional building/project details
Can we please have an option to be able to enter building/project details that are applied across all properties are linked to a building?
For example:
- Body Corp Details/Manager
- Amenities
- # of apartments
- Known issues
- Year built
- # of storeys
- Car park style/entrance instructions (e.g. stacker or need swipe to enter)
- Title details (e.g. apartments and car parks/storage on same title or not and also if parking is under a lease arrangement, company title etc etc)
2 votes -
New Payment method Online Payment to be displayed on Invoices
We would like to be able to add a new method to the payment section in Office settings (Settings->General->Office) called something like 'online payment', which includes a field for the payment URL.
2 votes -
Support bulk adding addresses with letters in the unit field
Being able to add a large number of apartments or units at the same street address is great, however if the apartment number contains a letter this function doesn't work.
For example: "101-105" works to create 101, 102, 103, 104, 105.
but there is no way to bulk create G101, G102, G103, G104, G105 all at once.2 votes -
Customise Campaign Item Types
We'd love to be able to customise item types rather than just using Sundries for anything that doesn't fit the existing options, and/or rename the existing options to better suit our preferred category names.
2 votes -
Option to enter Solicitor Reference when processing a Stakeholder Payout
The Solicitor Reference field is inserted into each transaction when creating an ABA file for upload to the bank, and will then appear on the recipient's bank statement.
It would be great to be able to enter this field when processing a Stakeholder Payout (at the point they are entering the solicitor's bank account details); saving time not having to go back to the Listing Information screen if a solicitor reference number is provided.2 votes -
Solicitor Ref field in ABA files
The Solicitor Reference field is inserted into each transaction when creating an ABA file for upload to the bank, and will then appear on the recipient's bank statement.
Could this field label be changed to 'Bank/Solicitor Reference' or perhaps a tooltip added to make it clear how this field interacts with an ABA file?2 votes -
Integration with Facebook
Can an integration be set up with Facebook to be able to post both listings and agent profiles?
2 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.
2 votes -
Option to hide SMS messages from vendor reports
I often send sms messages to my buyers after open home inspections. Currently, these SMS messages are showing as events on my vendor reports. That is to say, the vendors are seeing them which I prefer they do not. For me to hide the event on the reports I have to go into each contact that viewed the property and hide the message from the vendor. If you have 50 inspections on open homes this becomes way too time-consuming. I believe the solution and the default should be that SMS messages are automatically hidden from vendors unless the agent wants…
2 votes -
Align property types with NZ portals
As a New Zealand user, I would like the option to have the Property Types in my system restricted to just those that can be pushed through to all NZ portals.
There are currently a huge number of options in B+D and the majority of them can't be pushed through to all portals leading to confusion for users when loading listings and pushing to portals.
TradeMe has the most restrictive list of property types so I would suggest using this as the list to restrict the NZ property types to. This would really clean things up and improve the user…
2 votes -
Entering contacts who are couples
The current process of entering two contacts who are a couple (or some other relationship) is cumbersome. They have to both be created independently and then linked by adding a relationship between them. Could this be streamlined?
2 votes
- Don't see your idea?