87 results found
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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 votes -
Feature Request: Linked Contacts / Couple Management
CURRENT PROBLEM
In real estate, it's common for couples to attend inspections and be managed together through the sales process. The current system doesn't handle this well, and agents are forced to choose between two bad options:
Option A — Single contact (e.g. "Jane and Bob Smith")
The contact record is messily formatted and doesn't reflect two real individuals. This creates problems downstream for personalised communication and accurate data.Option B — Two separate contacts (e.g. "Jane Smith" and "Bob Smith")
Each person appears as a distinct lead, which causes:
- Vendor reports showing 2 separate viewings, 2 sets of…3 votesHi Rhys
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Library Template Folders
This is a request to add a Company folder and sub-folders when selecting a template to use for generating emails and letters.
5 votes -
Receive seller and buyer leads from Facebook ads/Meta
I just wanted to check in to see if there have been any updates to feed through seller and buyer leads from Facebook ads/Meta?
Is it possible to forward leads by any of the below means?
- forward email with lead details to Box + Dice lead inbox
- Zapier integration so I can automatically push them through and trigger comms
- API to automatically feed in details, and apply tag/source. I can see that I can manually import leads, however I want to reply to them within 5 minutes of them submitting their details.2 votes -
Lead Flow- add Matching Criteria
Having the option to add matching criteria in the lead flow section.
2 votesHi Supporters
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middle name
Could we add a middle name field in Box and Dice to show up on trust receipts so that the name on the receipts matches other documentation that is provided to vendors and purchasers, while still allowing us to send general marketing using their preferred names
2 votesHi Supporters
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Contact boards - Deleting
It would be great if there was an ACL to restrict users from deleting boards created by other users. Similarly to saved filters shared in office groups, if one user creates a board for the group - only they can delete it not others.
1 vote -
1 vote
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Reasons To Call | New Parameter to be 250m
Reasons To Call | New Parameter to start from 250m, currently cannot be less than 1km
1 voteHi Supporters
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Allow category automation based on activity
Allow the automation of category tags based on activities to reduce manual handling and improve data quality.
Examples include:- When a contact gets an appraisal allow me to automate the addition of "potential vendor" tag
- When a contact lists a home allow me to automate the removal of "potential vendor" and change to "current vendor"
- When a home is sold allow automation to change tag to "past vendor"
So much admin and data quality issues could be resolved with automating tags. We have contact automations available already, adding the different triggers and recipients would be great.
3 votesHi Supporters
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Left Voice Mail/ Contacted Filter or Column in Buyer Leads
We would love to have a feature that shows notes for Left Voice Mail/ Contacted Filter or Column in Buyer Leads as an efficient way to keep track of who has or has not been contacted after OFIs.
1 voteHi Emma
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“Permissions” for Marketing Emails & Marketing SMS
Please add a feature to set access so only admin staff are able to edit a contacts “Permissions” for Marketing Emails & Marketing SMS.
2 votesHi Catherine
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Bulk Add & Remove Categories
Currently, the bulk add/remove categories from the contact screen overrides the Contact Categories - Add/Remove categories for other consultants with staff sharing permission ACL and allows access to action both adding and removing.
We would like to see the "Add" and "Remove" actions separated so we can allow agents to add but restrict the remove ability.
We would also like to ensure the remove is governed by the sharing so an admin cannot remove categories in bulk from team members they do not have permission to do so for.
3 votes -
Record Call Logs
We believe the ability to record call logs in Box+Dice is core functionality for our team. Being able to track calls with our contacts is essential for maintaining a complete communication history and ensuring accountability.
Ideally, this feature would also allow us to create a follow-up calendar event (integrated with Outlook) directly from the call log. This would streamline our workflow and help ensure timely follow-ups, which are critical to our business.
Thank you for considering this feature request.
1 voteHi Supporters
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Matching Criteria - Listing type filter
Hi team
We would love to have an option within edit matching criteria that allows us to filter matching listings displayed based on listing types.
For example, adding in a drop-down filter.
It would be great if the filter can include the current listing types:
- Private sale
- Auction
- Expressions of interest
- Off market
2 votesHi
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Pin Contact Boards
We would love to be able to Pin Contact Board templates - e.g. we have created templates for our Sales and Property Management teams and would love for to pin the sales or PM board as required, rather than having to find it each time.
1 voteHi Emma
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Define "Owned Properties" in Contact Deduplication modal
I'd like to have a contacts Owned Properties listed in the Contact Deduplication modal the same way the Residential and Postal addresses are.
Thanks.
1 voteHi
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Add property information to buyer reports
Buyer reports - please adjust these reports to show us whether we have an property address for these OFI buyers it’s literally the most important thing to be able to see and know eg where they’re moving from and whether they have a house to sell or not…crazy we can’t print a report with that on there.
3 votes -
Ability to save files on a Contact Card
We think it would be beneficial for Box+Dice to have a contact card page, similar to the Vault Filing Cabinet options. See example below:
https://support.vaultre.com.au/hc/en-au/articles/36000429953
This way agents can save Documents and IDs against the contact card, rather than the only place documents can be saved being a property page.
2 votes -
Option for Admin Bulk Delete under search Contact
To keep our database clean, we would like the ability for Admin to search contacts, filter them and then bulk delete, rather than delete 1 by 1. There are several instances of "buyer-in" at an OFI and then they are still there months, years later without full details, etc.
2 votes
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