360 results found
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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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4 votes
Hi Justine
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Integration with aml assured please
Please integrate with aml assured platform in the same way as you do for other aml platforms
4 votesHi Supporters
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Ability to copy Library Templates between Company and Personal
I want the ability to convert or transfer templates between Personal and Company libraries,
so that templates created by individual users can be preserved, shared, and centrally managed without requiring manual recreation when staff leave or business requirements change.This would allow organisations to:
- Transfer personal templates to Company libraries when templates need to be shared with other users.
- Retain valuable templates when staff leave the business.
- Reduce administrative effort and eliminate the need to manually recreate existing templates.
- Improve template management and continuity across the organisation.
3 votesHi Sharie
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Ability to change colors of appointments added on box and dice to be able to color code e.g. appraisals, sit downs, tasks open homes etc.
Ability to change colors of appointments added on box and dice to be able to color code e.g. appraisals, sit downs, tasks open homes etc.
2 votesHi Angela
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Do not include Private Appointments in the Library Merge Fields for Inspections
When sending an email via a Library Template
Merge Fields include
[Listing Inspection Details][Inspection Date Long][Inspection Start Time] - [Inspection End Time][Listing Inspection Details/]These do not respect the Private Appointments
So if an active Private Appointment was on the listing it would be included in the email merge fields.
Private Appointments are not sent to portals or advertised online. Therefore the Library Merge fields should also respect that.
1 voteHi Supporters
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Allow Email Designer Emails to Be Sent Directly to Matching Contacts
Currently, users who want to email contacts displayed in the Matching Contacts list need to recreate a similar audience manually using Contact filters. There is currently no filter that can exactly replicate the contacts shown in this list.
It would be helpful to allow users to send Email Designer emails directly to contacts displayed in the Matching Contacts list.
This would streamline the workflow, reduce the need to manually recreate contact lists, and make it easier for users to communicate with the relevant contacts directly from the matching contacts' screen.
2 votesHi Supporters
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Automatically Set Inspection End Time to 30 Minutes
Hi everyone,
I’d like to suggest a feature that could help make adding inspection times quicker and more efficient.
Would it be possible for the inspection end time to automatically populate as 30 minutes after the “From” time is entered?
For example, if I enter 9:00 AM as the “From” time, the “End” time would automatically populate as 9:30 AM, similar to how calendar events automatically set a default duration.
Ideally, the end time would still remain editable, allowing us to manually adjust it when needed—for example, to 15 minutes if the inspection is only open for a shorter period,…
3 votesHi Supporters
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Export either the SMS history or an SMS report with all Consultant Names
Currently, the exportable SMS report only includes the recipient number, message preview, date/time sent, and cost. It does not include the name or number of the consultant who sent the SMS. To identify the sender, users must manually filter by individual consultants, which can be a time-consuming process.
The consultant filter is only useful if you already know which consultant you want to check. In most cases, users are trying to determine who has used the different amounts of SMS credit across their office.
For example, if an office tops up its SMS balance and the funds are quickly used…1 voteHi Christie
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Choosing a specific user to assign task templates and workflows in automations
It would help if there was an option to select a specific user to automatically assign a task template or workflow to as part of the automations.
Currently you can only choose the listing consultant, Advertising consultant, Activity/Trigger Consultant or My Contact Category Consultant.
We have centralised teams that help with some of the tasks and it would be helpful to auto assign the tasks to the relevant user.2 votesHi Supporters
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Trade Me Coming Soon Listings
Trade Me Property has created a new pre-list listing type called Coming Soon which will allow agents to publish a property to Trade Me before it goes to market. A Coming Soon listing:
Runs for a fixed 5 days
Carries no price or sale method
Cannot be edited, extended, relisted or promoted after creation.
Withdrawal is permitted and is unchanged.Please find attached a specification of how you can support agents with the adoption of this new functionality. Note this functionality is specifically for Residential for Sale
Please create a function in the CRM to clients to upload Coming Soon…
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Enhance the Merge Properties Comparison Modal
On the property merge, add the activity consultant to the de-dupe sheet .
Particularly on sale and appraisal transactionsIt would be great if we could add Activity Consultant to the Appendable items on the Modal for visibility.
1 voteHi
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Change how the Lead Capture Tasks works
As a property manager
I do not want the Lead Capture Task for Buyer Leads to trigger when a rental enquiry is capture
To allow me to separate my Sales Leads from my Rental LeadsWhen the rental tenant lead is ingested it adds the category of "Web Enquiry" which triggers to add a Buyer Lead capture task.
Currently, we only have the option to enable or disable all tasks
Automatically create Lead Capture Enquiry tasks when a contact is ingested
We require to separate the Lead Capture Task for enquiries as below
Automatically create Buyer Lead Capture Enquiry tasks…
1 voteHi
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Make B&D more user friendly
I have a few suggestions that I think would make the Box & Dice interface much more user-friendly and intuitive.
As we all log in individually, it would make sense for the system to automatically select the logged-in user when entering an appraisal, creating an open time, or accessing the Legacy Library letters.
At the moment, we have to use a drop-down menu to select our own name. In an office such as Sandringham, with 35+ agents, this can become quite cumbersome. It seems much more intuitive for the system to default to the agent who is currently logged in,…
1 voteHi
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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 -
CRM Settings - Sold By Other Management
We want settings similar to CRM > Sources > Source Names to manage agent names added under Sold By Other Listings. This will help correct typos and similar mistakes.
1 voteHi Supporters
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Display Price Field - Increase Character Limit
We would love to see the character limit increased in the Display Price field. The current limit doesn't allow enough room for common sales method wording used in New Zealand, such as deadline sale dates and conditions.
Increasing the character limit would give agents more flexibility to accurately display important listing information and create consistency across marketing platforms.
1 voteHi Lauren
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3 votes
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Dashboard Post for 'Other Consultant'
A recent change has removed the ability to create a Dashboard Post for Other Consultant when using the Contacts - Note Added trigger.
Previously, this workflow allowed a dashboard post to be sent directly to the selected consultant's dashboard activity feed. The functionality has now been moved to the Notification Centre only, meaning there is no longer an option to display these updates on the dashboard.
We would like this previous functionality to be restored. Having these updates appear on the dashboard is valuable for visibility and ensures important notes are easily seen during the day without relying solely on…
1 voteHi Supporters
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Rental Listing Automation Triggers
As a Property Manager, I want to be able to create automations for Rental Listings so that I can configure and view workflows related to rental properties in the same way Sales Listing automations are currently supported.
Currently, the Automation Trigger Category "Listings" only contains Sales Listing triggers. Rental Listing triggers should be added to allow Property Management users to create rental-specific workflows.
Required Rental Listing Triggers:
Holiday Category Added
Holiday Category Edited
Action Date Reached
Action Date Edited
Availability Date Reached
Availability Date Edited
Rental Listing Added
Rental Listing Withdrawn
Rental Listing Consultant Added
Rental Listing Consultant Edited
Rental…1 voteHi Supporters
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