349 results found
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Auto Assign Contact Category at Check-in for OFI
Automatically add the chosen category to clients who checked-in during inspection
9 votes -
Auto Responder Custom Template - Editable Subject Line
While we can now create a new custom template for Auto Responder emails, the subject line is hardcoded.
It would be nice if we could edit this Subject line the same way we can with Blast to make it more personable.
8 votes -
Address Contact by correct name
As a consultant making calls I want to address a client by their correct name when they answer the phone so that they know they are familiar to me.
At the moment the Firstname is the only name visible on the contact screen so I would as to speak to that formal name eg/ Trinh rather than the name they go by, eg/ Rose.
Another example - Nikolaos is his legal name but he goes by Nick. I wouldn't know this unless I clicked Edit Contact Details.
8 votesHi Supporters
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canned responses for auto responder
Raised by Bek Kerr One Agency Team Kerr
In Vault and My Desktop, there is an option to create automatic buyer lead responses per listing.
This allows you to create listing information that is not currently available online. For example, the client wants the listing to show as current on the portals, but when a contact enquiries they would receive information such as "This property is currently Under Contract"
Having the listing as current online allows for more interaction with the listing than if it was advertised as Under Contract.
Having 'canned responses' per listing that the agents have full…
7 votes -
Legal name field
Would it be possible to have the legal name of a contact pull through as the name listed on all documents generated - ie account sale reports, instead of just the general letters.
Otherwise just the client 'name' appears which may not be sufficient for accounting / legal purposes on all documents.
You do not always need to input a legal name, however when you do it is often because it is required. And you would want this legal name to pull through to all documents relating to this client/sale.
ie; If a Legal Name is available, use the Legal…7 votes -
Recording off market sales
I've been told that B+D has 4 options for type of sale:
Sold before auction
Sold after auction
Sold at auction
Private Sale.
For our record keeping purposes it would be a massive help if off market sales could be recorded. Currently we have to measure this metric manually instead of running a report. Is this something that could be accommodated.
While those are Sale Types, within that you can filter for Listing Type Off Market and run the report from there, however there are instances where the listing type would be Auction or EOI, or PS, and a property…6 votesHi Meredith
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Unsubscribe options for blast emails
It would be useful to be able to present contacts with the ability to unsubscribe from different types of blast campaigns.
For example to unsub from a newsletter, but retain subscription to auction reminders and OFI reminders.Currently users can only unsubscribe from ALL blast emails.
6 votes -
Conjunctional Agent's commission
When receiving commission for a conjunctional listing, we add the conjunctional agent's commission as a deduction so that our agents/office will be paid the correct amount.
On multiple occasions the full balance of deposit has accidentally been released to our General Account. It would be good not to have to manually check if a sale requires a conjunctional commission share payment before releasing deposit.
Perhaps via a 'defacto' invoice, or some method of creating a Pending Payment.
6 votes -
Library Template Folders
This is a request to add a Company folder and sub-folders when selecting a template to use for generating emails and letters.
5 votes -
Add Interest Price information to the Agent App.
Add Interest Price information to the Agent App.
I can see where to add the interest price via the desktop but is there also an option via the app? I am wanting the information to appear in the advanced vendor report price feedback chart.5 votesHi Supporters
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Lead Flow
I'd like to access my LeadFlow lists from the agent app, so I can make my calls on the fly without having to be chained to my laptop.
5 votesHi Pete
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Option to upload files/documents IN BULK to multiple Box & Dice Listing/Property Files
Like most businesses, we have a number of forms – Privacy statements, fillable offer forms, trust account detail forms etc that need to be in each file section of our listing for administration purposes and also available to the sales agents (through the agents app).
These are generic forms which need updating from time to time and also need to be added to or changed regularly.
Wouldn't it be great to be able to add these files to all current listings in a bulk upload?
It's currently extremely time consuming to search and open each individual listing file and drag…
5 votes -
For Rentals, be able to sign potential tenants in like what we can do with Sales
For Rentals, be able to sign potential tenants in like what we can do with Sales so we can see who has viewed the property and then all their contact details are there too
5 votes -
Rental Appraisal Fields in Library Templates
Being able to create a rental appraisal letter or any other letter the same way you do a Sales letter would be greatly beneficial. Seeing we use Box N Dice to upload properties to realestate.com.au and domain, having this function makes it easy to keep track of rental appraisals as well as a easy way to produce letters to owners and to potential purchasers as well.
5 votes -
Tick/untick by page when sending bulk SMS
In situations where I need to send a bulk SMS to a large number of recipients (over the system cap) I would like to be able to sort my on-screen filtered list of contacts to display 100 at a time, and then select each page-full in turn and SMS them.
5 votes -
email reports like blast reports
Currently, a client can only view reports for Blast emails and E-Alerts.
Can we please consider implementing a way for clients to see a report of emails sent to contacts?
Ideally, the report would need to contain:Opens
Not opened
Unsubscribes
Failed emailsThis is similar to the current Blast Reports.
5 votes -
Filter results in Contact Screen by any column
As a client
I would like to be able to filter Contacts by all fields/columnsStandard Columns to filter by include:
Name
Address
Email
Mobile
Phone A.H
Phone B.H
Email 2
5 votes -
Update ACL for Max Data Export based on Roles
Issue:
A user can export up to 500 records in the ‘advanced view’ screen, but not in the front end screen, unless access levels with the ability to export more than 500, is given to that role.Request:
Client would like the ability to nominate the number of records an individual Access Level can export.Outcome:
Staff can only export max amount data based on ACL for each role.
Staff Open - 50 records
Manager Open - 100 records
Admin - 500 records
Franchise admin - unlimited5 votes -
Add more filters to Buyer Leads
At the moment there is only the ability to filter Buyer Leads by contract requested and offer made as per below.
It would be good to be able to add additional filters like:
Requested or Sent Building and Pest Inspection Report
Requested or Sent Due Diligence Information
Registered for Auction
Requested or Sent EOI/Tender Offer Form
5 votes -
Display Contacts Marketing Permissions on the Contact Screen
View the permissions for each contact in the RH navigation column of their record, rather than click the “Edit” button to view.
To avoid marketing emails/SMS being sent to contacts, when they have explicitly requested not to receive them, or they have unsubscribed.4 votes
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