360 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 -
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.
6 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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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 -
Auto Alert for receipt added
If an auto alert could go to our marketing team when advertising is receipted, they will know straight away when money has come in and can move forward with the marketing campaign.
6 votes -
I would like to be able to add the time due on task templates.
I would like to be able to add the time due on task templates. With no time in the task, if doesn't come through on the email notification on the agent.
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 -
Better MVI error messages - Realhub
As a Media Vendor Integration user with Realhub I would like to receive meaningful error messages which articulate the issue (eg missing mobile number) and allow me to self-soothe when the Realhub sync fails so that I don't have to waste my time - and Box+Dice Support's - asking why the sync is failing. Support please vote this one up!!! :)
5 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 -
View contact filtering on pending blast emails
As a marketing or database manager, our agents must seek approval when sending a blast email to a larger group of contacts, to ensure they are sending appropriate messaging to the right recipients, and not accidentally spamming our entire database.
It would be extremely helpful to be able to view what contact filtering the agent used while I am viewing the pending blast email, so that I can easily identify whether they have done so correctly. Just knowing the total number of recipients will only help me so much.
5 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?
5 votes -
absentee owner
Add "absentee owner" as a search filter in contacts. You should be able to locate clients who own property but do not reside in it. This would be helpful to contact out of area investors, or clean up data as clients may be marked as absentee owners but actually reside in the property.
4 votesHi Supporters
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