22 results found
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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 -
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 -
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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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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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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App: Tagging properties & people
Would like to be able to tag people/properties in notes with the @ symbol as in the desktop version.
2 votesHi Pete,
The Product Team are reviewing your suggestion
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Total number of future tasks visible across office groups
As a user in an Office-Grouped environment
I want the total number of future tasks visible on any contact screen to equal the number of tasks that I actually have permission to see
so that my and others' data privacy is kept intact.1 vote -
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 -
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 -
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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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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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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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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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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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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As an Admin user, I want my Deposit Balance Date Reached auto alert to let me include the details of the Purchaser who must be contacted reg
'Deposit Balance Day Reached' however there are no 'fields available' for the Purchaser - only the Vendor.
As payment must be obtained from the Purchaser, and these details are available for other triggers, I would like these to be added:[Purchaser Address]
[Purchaser Contact Details]
[Purchaser Name(s)]
[Purchaser Postal Address]2 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 -
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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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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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.
6 votesHi Supporters
The Product Team are reviewing your suggestion, as part of an improvement to the Blast function.
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