35 results found
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sms Merge fields
When sending a bulk SMS out to clients it would be great to have a merge field so that we can address it to the contact and make the SMS sound more personal eg. Hi (First Name) ...
8 votesHi Supporters
Thank you for your Suggestion!We are happy to let you know that this functionality is already available in Box and Dice
For further details, see the Knowledge Base article:https://boxdice.zendesk.com/hc/en-us/articles/204823249-Merge-Fields
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Choice of ledger for Account Summary statement
It would be good if I had the ability to choose which ledger appeared on the Account Summary. For example I just generated an Account Summary for a particular property that I'd created 3 ledgers for as we had 3 offers on the property and all those ledgers appear on the Account Summary. I would just like to be able to show the ledger for the successful purchaser on the Account Summary.
8 votesHi Supporters
Thank you for your Suggestion!
We are happy to let you know that this functionality is already available in Box+Dice.
For further details, see the Knowledge Base article:
https://boxdice.zendesk.com/hc/en-au/articles/12857403274767-Hide-Ledger-from-Trust-Account-Summary
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Attach Files to Accounting related Emails
Could we please have the option made available to attach additional files to emails sent from the Accounting module (e.g. Tax Invoices, Account Sales etc)?
6 votesHi Supporters
Thank you for your Suggestion!We are happy to let you know that this functionality is already available in Box and Dice Email Sync release 7.15.0
With the Email Sync you can easily download the PDF from the Accounting section then email from your mailbox with additional attachments. This will then sync to the contact timeline in Box and Dice
For further details, see the Knowledge Base article: Email Sync - Help Centre article
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Purchasers email auto filled when creating Trust receipts
When issuing receipts the system does not default to the purchasers email coming through you have to copy it from the listing screen, it should feed through automatically once the purchaser is entered and deposit is clicked as the receipt option
5 votesThis was released in version 5.9
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task templates
On occasion , we change the task templates. It would be good that any modifications would flow through to all existing templates already attached to contacts.
4 votesHi Supporters
Thank you for your Suggestion!
We are happy to let you know that this functionality is already available in Box+Dice
To update a Task Template, go to Settings > CRM > Task Templates, select the template, then edit task items (assignee, timing/schedule days-weeks-months, task type, linked action, subject, or task note). Click Save to update the item and Save again to save the template; you’ll be prompted whether to apply changes to existing tasks created from it.
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Email multiple trust receipts to purchaser/s via B+D
Would be good if we can have the option to email multiple trust receipts attachment to the purchaser in one email.
4 votesHi Supporters Thank you for your Suggestion!
We are happy to let you know that this functionality is already available in Box and Dice Email Sync release 7.15.0
With the Email Sync you can easily download the PDF from the Accounting section then email from your mailbox. This will then sync to the contact timeline in Box and Dice
For further details, see the Knowledge Base article: Email Sync - Help Centre article
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Campaigns should give 2 payment option - one with Pay now and other figure with pay later.
With most agent now using VPA payment options we shoulf be able to create a marketing campaign and have option of 2 totlas one with pay now and the other with pat later. Vendor can then tick prefered option and sign campaigns.
Our current metod with B&D is messy...4 votesHi Supporters
This can be done via custom GRAB report. Please contact support for a quote.
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Appraisal date not showing for listed appraisals
After an appraisal has been listed, we can no longer view the original appraisal date, only the date listed.
When a compliance audit is being conducted, the auditor needs to be able to easily verify that – at the time of the appraisal – there was evidence of how the appraisal price was derived. They are looking to prove that there is no underquoting breach. This is not possible without the Appraisal Date being readily visible on a Listing.
Please can the 'Date' field visible in the Appraisals search screen be added to the screen of a listed Appraisal. That…4 votesHi Supporters
If you have listed the Appraisal via the List button in the blue menu, then the Listing will have an Appraisal tab to view the Appraisal date.
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Be able to resend an email sent to a contact
It would be a handy feature to be able to re-send an email to a contact in B&D. Some delete the email, or say they "never received it", even though we can see if they do/do not open it. Also, to be able to forward onto an updated or corrected email, or even cc onto someone else after original has been sent. It would save a lot of time and is also proof that the original email was sent.
3 votesHi Supporters
Thank you for your Suggestion!We are happy to let you know that this functionality is already available in Box and Dice Email Sync release 7.15.0
With the Email Sync you can easily resend the email from your sent items in your mailbox and it will sync to the contact timeline.
For further details, see the Knowledge Base article: Email Sync - Help Centre article
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Allow Multiple Ad Copy sections for Window Cards
As an Admin
I would like the option to have multiple Ad Copy
To be available for my Window Cards that are printed from the CRM.Currently, there is only one space for Ad Copy. I would like it to show below
Master Advertising Copy
Heading
Body TextREA (option 1)Advertising Copy
Heading
Body TextDomain (option2) Advertising Copy
Heading
Body TextThis will allow me to add Advertising Copy for all portals in the Master Advertising Copy and then allow me to select which Ad Copy I would like to print when printing Window Cards for each listing.
2 votes -
As a database manager I would like more options available for data export limits
As a database manager of a larger organisation, I would like more options available than the current ones which are
- no permission
- up to 500 records
- unlimitedFor example, I would like to be able to set my own custom limits for each different access level or even individual staff member.
2 votes -
Internal buyer notes added via web app don't appear as such on the mobile app
When adding a buyer note to via the Agent App, you have the option to select the note as an 'internal note'. This displays a red tag to show which notes you have marked as internal.
This does not happen when adding a 'hide from owners' note via the buyer leads screen in the desktop/web application.Internal/private notes should be marked consistently across both platforms no matter which was used to enter them. This will provide assurance that they, when tagged correctly, will not appear when generating a vendor report.
2 votes -
Add Hyperlink to Ignite Application on Rental Listings
Our Property Management team would love the ability to add a clickable "Apply Now" button or hyperlink to each rental listing that directs prospective tenants straight to the property's Ignite application.
This would:
- Make it quicker and easier for prospective renters to apply.
- Reduce the number of enquiries asking how to apply.
- Create a smoother application process and improve the applicant experience.
- Eliminate the need for applicants to search for the property again within Ignite.
Ideally, this could be configured as an Ignite URL field within the listing, with the website automatically displaying an Apply Now button whenever a link…
1 vote -
Emails synced from Outlook can't be seen by others so nurturing activity is hidden
When the Outlook email sync is active, emails sent from outlook aren’t visible to others, for the purpose of visually maintaining communication with the contact. This means manual notes have to be added to verify to others that they are being nurtured.
At the least, I want to be able to let others see the date, time, subject of these emails.1 vote -
Rental apprasial appointments
Please add the funcationality to add appointments to rental appraisal after its been created.
1 voteHi Catherine
This feature already exists. When you create a Rental Appraisal there is a button called Save and Create Appointment.
This allows you to create the appraisal appointment for the contact.
Please see this article on Rental Appraisals - https://boxdice.zendesk.com/hc/en-au/articles/12857450476303-Rental-Appraisals
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rental enquiries to go into tenant leads via the api
The current 'Website API' has an endpoint for creating sales enquiries, however we would like to be able to create rental enquiries.
At the moment sales enquiries go into the buyers registry, but we also need for rental enquires to go into the tenant leads when using the 'Website API'1 voteHi Supporters
Thank you for your Suggestion!
We are happy to let you know that this functionality is already available in Box+Dice via the GraphQL
For further details, please reach out to partner.connect@mrisoftware.com
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Campaign Advertising Tax Invoice without Suppliers
I would like to be able to provide Vendors with a Tax Invoice without the name of the Supplier, sometimes suppliers aren't available and we change them to another option as a one-off. We also have some specialist suppliers that we don't want anyone else going directly to, particularly with larger development projects. It would be good to have the option to only have Item, Cost, Discount & Amount.
1 voteHi Louise
Thank you for your Suggestion!
We are happy to let you know that this functionality is already available in Box+Dice.
You can request a custom tax invoice to be created. Please reach out to the support team on cs.boxdice@mrisoftware.com
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Make Days on Market count from original portal upload date
Days on market is currently counted from listed date when it should be days on the actual market. DOM count should begin from portal upload date, not listed date as properties are often listed weeks before they hit the market.
1 vote -
Display feature for entering in phone numbers on app
We are wondering if when checking people in on the B&D app that when it comes to entering in the buyers phone numbers there is a display of the numbers being in a key pad format (like it is on a phone) rather than having to enter the numbers in from the strip numbers (like on a keyboard) as we are finding this is leaving lots more room for error when entering in the numbers.
1 voteHi Olivia
Thank you for your Suggestion!We are happy to inform you that this functionality is already available in the Box + Dice Agent App.
If your Agent App is not displaying a number pad when entering a number for a contact, please make sure you are on the latest version 3.2.27 (247)
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Email blast approval notification
It would be great if admin (or the blast creator) is notified when an agent has approved their blast, currently we draft for their approval and have to keep refreshing the page throughout the day (sometimes forgetting to send).
1 voteHi Supporters
Existing Feature: The notification email is sent to consultant who created the campaign and not the one that approved the campaign
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