360 results found

1. 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.

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   1 comment  ·  Reporting  ·  delete…  ·  Admin →
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   Ready for Votes  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

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2. An option in B+D app for security / duress alert if a team member requires assistance
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   0 comments  ·  Agent App  ·  delete…  ·  Admin →
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   Ready for Votes  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

   Hi Justine

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3. Integration with aml assured please

   Please integrate with aml assured platform in the same way as you do for other aml platforms

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   1 comment  ·  Integrations  ·  delete…  ·  Admin →
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   Ready for Votes  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

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4. 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.
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   1 comment  ·  Other Feedback  ·  delete…  ·  Admin →
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   Ready for Votes  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

   Hi Sharie

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5. 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.

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   1 comment  ·  Inspections, Tasks & Appointments  ·  delete…  ·  Admin →
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   Ready for Votes  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

   Hi Angela

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6. 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.

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   1 comment  ·  Inspections, Tasks & Appointments  ·  delete…  ·  Admin →
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   Ready for Votes  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

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7. 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.

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   Ready for Votes  ·  AdminEagle CRM (Support, MRI Software) responded

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8. 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, or to an hour for longer inspections.

   We often add more than 100 inspection times in a day, especially on Mondays, so this feature would help save a significant amount of time and reduce the risk of errors when manually entering inspection times.

   Thank you for considering this suggestion! 😊

   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,… more

   3 votes

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   0 comments  ·  Portal Loading  ·  delete…  ·  Admin →
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   Ready for Votes  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

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9. 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 up, we would like to find out who used the majority of the balance. At present, users would need to manually search through each consultant individually to find this information.
   There is currently a view within the SMS page that displays SMS history, including the consultant names associated with each message when you scroll down the page. However, this information cannot be exported, making it difficult to navigate or check the SMS activity across an office.
   It would be beneficial if the SMS report could:
   - Include the consultant name and/or consultant number in the exportable SMS report.
   Or
   - Allow the SMS history data, including consultant names, to be exported.
   And in general
   - Limit the consultant dropdown to consultants within the selected office, rather than showing consultants across the whole company. (Or just make the selected office appear first in the list)

   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… more

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   Ready for Votes  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

   Hi Christie

   Thank you for your Suggestion!

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10. 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.

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    0 comments  ·  Other Feedback  ·  delete…  ·  Admin →
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    Ready for Votes  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

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11. 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 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… more

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    0 comments  ·  Properties, Appraisals & Listings  ·  delete…  ·  Admin →
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    Ready for Votes  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

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12. Enhance the Merge Properties Comparison Modal

    On the property merge, add the activity consultant to the de-dupe sheet .
    Particularly on sale and appraisal transactions

    It would be great if we could add Activity Consultant to the Appendable items on the Modal for visibility.

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13. 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 Leads

    When 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 when contact is ingested

    Automatically create Tenant Lead Capture Enquiry tasks when contact is ingested

    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 Leads

    When 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… more

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    0 comments  ·  Rentals  ·  delete…  ·  Admin →
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    Ready for Votes  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

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14. 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, with the option to change the user where necessary. In most cases, the only people who would need to select another user would be admin staff or members of the marketing team.

    The Legacy Library is another area that could be significantly streamlined. Finding a simple letter template currently requires navigating through company folders by office, then personal folders by office, and finally scrolling through a list of 30+ agents to find the relevant template. This feels unnecessarily time-consuming.

    Ideally, the system could recognise the logged-in agent and take them directly to their relevant templates, or at least provide a much simpler way of filtering and searching the library.

    One other issue that has recently become particularly frustrating is the "Your changes won't be saved. Do you want to navigate away?" warning that appears whenever I try to open a new window. This is happening even when I haven't made any changes. It creates unnecessary confusion and makes the system feel less intuitive.

    Overall, I think there are some relatively simple opportunities to reduce the number of clicks and unnecessary selections throughout the platform. Automatically recognising the logged-in user, improving the Legacy Library search/filtering, and fixing the unnecessary "changes won't be saved" warning would make a noticeable difference to the day-to-day user experience.

    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,… more

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    Ready for Votes  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

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15. 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.

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    Ready for Votes  ·  0 comments  ·  Inspections, Tasks & Appointments  ·  delete…  ·  Admin →
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16. 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.

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    Ready for Votes  ·  AdminBox and Dice (Admin, MRI Software) responded

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17. 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.

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    Ready for Votes  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

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18. Staff Commission Summary Report
    3 votes

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    Ready for Votes  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

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19. 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 the Notification Centre.

    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… more

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    Ready for Votes  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

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20. 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 Listing File Expiry Date Reached
    Rental Listing Marked as Leased
    Rental Listing Note Added
    Rental Listing Note Edited
    Rental Listing Note Removed
    Rental Listing Price Edited
    Rental Listing Bond Edited
    Rental Listing Record Viewed
    Rental Listing Inspection Added
    Rental Listing Inspection Edited
    Rental Listing Type Edited
    Rental Listings Search Records Exported
    Rental Property Search Records Exported
    Rental Listing Owners Edited

    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… more

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    Ready for Votes  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

    Hi Supporters

    Thank you for your Suggestion!

    Your Suggestion will now be shared with the MRI Software Community for votes and comments.