26 results found
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Homepass
Have used this in the past. Amazing for opens. Would be great if info fed through to buyer contacts.
12 votesHi Supporters
The Product Team are reviewing your suggestion
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Emailed Trust Receipts - different templates
Would be good if we could have different template messages when emailing out trust receipts - current one is very vague and we must manually alter every one.
12 votesHi Supporters
The Product Team are reviewing your suggestion
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Would be very helpful to be able to add important notes to the accounting tab of a listing - like a 'trust account warning'.
When receipting funds it would be great to be able to add notes or trust warnings - for example send receipt to a certain person or advise someone when funds received or don't charge advertising when settling. Currently can only add important notes to the listing tab that do not show on accounting tab.
11 votesHi Supporters
The Product Team are reviewing your suggestion
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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 votesHi Supporters,
The Product Team are reviewing your suggestion
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App : OFI push to portals
We would love for the app to push OFI times added onto portals.
We really need the flexibility to change this remotely on the mobile app as the team are often creating updates in between opens without access to a computer for the web version.
8 votesHi Supporters,
The Product Team are reviewing your suggestion
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House and Land Packages in portal feeds
As an agent,
I want to upload my house-and-land package listings and new developments to REA-compliant web portals8 votes -
Box+Dice could host a PDF as a link.
It would be great if box+dice could host a PDF as a link.
What we mean by this, for example, is if we had a contract of sale PDF that we wanted to send via text message link to a client, we could do so by sending them the link that they click that takes them to the PDF hosted by the box+dice website.
8 votesHi Supporters
The Product Team are reviewing your suggestion
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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 votesHi Supporters,
The Product Team are reviewing your suggestion
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Check In SMS
We have recently turned on the automatic check in SMS to buyers and would like to be able to view the following stats:
1. Click through rates
2. Number of unsubscribes.
It would be great if these reports could be available to us in the future so we can assess the effectiveness of the message.7 votesHi Supporters
The Product Team are reviewing your suggestion
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automatically assign the My Contact category to all contacts imported to the DB
To have contacts automatically pushed across to activepipe they are required to be in a (My contact) category - meaning they are assigned to an agent.
Currently box and dice does not automatically do this when an agent adds a new contact to the system
Therefore we need to manually enter contacts from box & dice to say activepipe.
I suggest this is reviewed as I feel this is a basic feature the CRM should do when gathering data
7 votes -
Send attachments on blast emails
As a consultant I want to be able to attach files to a Blast Campaign the same way I can attach files to a normal email from Box+Dice so that I can include relevant documents like Contracts, SOIs or Brochures and get engagement data about them.
7 votesHi Supporters
The Product Team are reviewing your suggestion, as part of an improvement to the Blast function.
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Auto-alert for cancelled sale
As a system user, I would like my auto-alerts to differentiate between a withdrawn listing and a cancelled sale
The system identifies the Withdrawn and Cancelled as the same thing. When they are different. If you click Cancel Sale on a Not Settled listing, its status is changed to Sale Cancelled but functionally in the system this is the same as Listing Cancelled.
Typically if a sale falls over the listing will stay on the market, so the client expectation is that Cancel Sale should change the status back to Current, and remove all the sale information from the Sales…5 votes -
As a user who works in a team, I want to be able to view my team's dashboard statistics
On the dashboard, users of Manager-level and above are able to view data of other consultants, consultant groups, and offices.
Requesting for a way that users can view data of any consultant group they are a member of.
5 votesHi Supporters
The Product Team are reviewing your suggestion
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Including booking package info in NZ portal feeds
As a NZ client,
I want to be able to include package booking info in my RENZ portal feed
in order to modify my standard website booking without having to send a manual email or manage it online outside of Box+Dice.
We may have a standard booking package which applies to any new listings which are created via a feed from Box+Dice. However we want a particular property to be upgraded or downgraded from that standard booking, we’d like it to be included in the feed rather than having to contact the portal separately via email, or managing the booking…4 votesHi Supporters
The Product Team are reviewing your suggestion
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Custom bulk SMS limit
Would it be possible to add a configuration setting to allow our office to choose our preferred maximum acceptable number of contacts in a bulk SMS?
4 votesHi Supporters
The Product Team are reviewing your suggestion
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Make Task Consultant Available in GRAB Reporting
Summary
As a Box+Dice user, I want the Task Consultant (Task Assignee) field to be available within GRAB reporting so that I can generate accurate reports showing who each task has been assigned to.
Problem
The current Task Reports available from the Task Manager can only be generated per consultant within the Task Manager itself.
Although every task stores an assigned Task Consultant, this field is not exposed to the GRAB reporting engine. Instead, GRAB only has access to the following task fields:
Subject
Due Date
Type
Category
Property Address
Contacts
NotesBecause the Task Consultant field is unavailable, users…
3 votesHi Marina,
The Product Team are reviewing your suggestion
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Mandatory Appraisal Data
We would like to option (say in Access Settings) to set (or not set) specific Appraisal data fields as mandatory. This will assist with reporting and forecasting.
3 votesHi Supporters,
The Product Team are reviewing your suggestion
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Lead Flow Auto Alerts
I'd like Lead Flow triggers added to Auto Alerts.
I'd like to enable our agents to be alerted the moment a lead hits their B&D CRM from any source so they can action it immediately.
Triggers should include :
Reason to Call alerts
Email events such as opening emails sent from B&D and Active Pipe (where the integration is active)
Lead Scope tags added
Any other integrated lead source systemsThanks!
2 votes -
Send SMS from personal SIM
I've previously used MRI Vault before and it had the capability to input a client's first name (with a entry field "$$firstname$$") in a message. This would go from the MRI vault app, to my phones messaging app, so that I could send the personalised SMS directly from my phone.
This was extremely useful for a number of reasons:
1) when I received a reply message I could see what message I sent them and who they are, and what they are replying to.
2) I could use my own phone which has unlimited SMS and send longer messages.
3)…
2 votesHi Dennis,
The Product Team are reviewing your suggestion
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Ability to copy task templates to other staff
As a user
I want to duplicate my task templates to another user
So that they do not need to spend time and effort re-creating templates that already exist.2 votes
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