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21 results found

  1. We’d love to set up an automation that allows the selling agent to contact their purchasers, with the flexibility to customise the email subject line within the selected template

    1 vote

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    Hi Supporters

    We are happy to let you know that your Suggestion will be released in version 8.9.0.

    Please follow the Release Notes in the Help Center to get notified when this is released.

    https://boxdice.zendesk.com/hc/en-au/sections/12764548629135-The-Web-App

  2. We would love to be able to set a phone note as the default for notes as this is the main type of recorded contact.

    1 vote

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    Hi Emma

    We are happy to let you know that your Suggestion has been released.

    Please refer to the Release Notes for more information regarding this feature:https://boxdice.zendesk.com/hc/en-au/articles/12999240845327-8-8-Release-Notes

  3. We are hoping to have a new ACL created for Timeline Entry – Edit (own office)

    Largely the new ACL is to assist in the case of human error.
    Some staff are either entering wrong information or including typos and bad grammar when adding notes to the buyer register via their iPad.
    Our goal is to have members of the same sales team, or select members of the office, be able to edit these incorrect notes before they are sent to the vendor in a report.
    The currently available ACL would allow the staff to edit all notes, which is…

    2 votes

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    This feature has been released in version 8.3. Staff can now be restricted to edit or delete contact timeline events within their own office, or authorised group of offices.

  4. Currently, all activities are shown on a contact timeline, which can be very long if a contact has a large amount of activity.

    As an admin user,
    I would like, the option to change the display of the contact timeline, similar to how Outlook and other software allow for the view to be either
    1. Standard - View remains as it currently is, showing all activity
    2. Compact - 2 lines with an option to drop down the rest of the information
    This will prevent the timeline from being too long and difficult to search.

    2 votes

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    Hi Supporters,

    TImeline events containing a large amount of text will now be minimised by default, with the option to 'Show More' when you want to read the full message.

    https://boxdice.zendesk.com/hc/en-us/articles/12630316320527-8-6-Release-Notes

  5. I would like to be able to set a default view for columns in the table view on the contacts screen.
    It would be great to not have to re-set this to my preferences every time I want to start a new filter from scratch.

    2 votes

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    Hi Supporters

    We are happy to let you know that your Suggestion has been released.

    Please refer to the Knowledge Base for more information regarding this feature: https://boxdice.zendesk.com/hc/en-au/articles/12999240845327-8-8-Release-Notes


  6. As an Admin user and Sales Agent :
    I would like to be able to integrate my email (outlook/gmail) with Box and Dice.

    Business Case:
    Emails can be sent directly from Box and Dice however the responses and subsequent replies need to be manually copied into the system from the staff members email provider. It is time consuming to do this and the step often gets missed, resulting in entire conversations with clients that are not recorded in Box and Dice and reducing it’s effectiveness as the “single source of truth” for a business.
    A way to easily record/automatically import…

    11 votes

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  7. As a selling agent
    I want a “Send later” option for my transactional and marketing emails
    So that I can schedule my ‘regular’ emails to be sent at a later time, same as I can for SMS and Blast

    Requirements

    In the “Send email” modal, add the ability for a user to schedule an email to be sent at a later date/time, to match the functionality available to SMS and Blast.

    In the contact timeline, for emails scheduled to be sent in future, show the email event as:

    “An Email message will be sent,

    From: [sender]

    Subject: [subject]

    [consultant] [time…

    3 votes

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  8. As a sales consultant trying to segment buyers using the buyer Activities I want to be able:
    a. Filter by ‘last inspection date’ in the contacts filter screen for all properties and consultants (nice to have would be subfilters for property and consultant), and
    b. Add a ‘last inspection date’ for all properties and consultants column to the contact filter screen

    So that I can a) isolate only recent inspectors (vs enquiries and unqualified referrals) and b) prioritise that segment based on the recency of their inspection activity.

    3 votes

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  9. Recent changes mean that leads captured through REA and Domain are no longer added to Box+Dice in real time.

    Statistically, the faster a lead is contacted, the better the rate of connection and conversion.

    Please bring back real time lead ingestion, this is a massive inconvenience.

    3 votes

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  10. When viewing sent SMS details on a Contact's timeline , it’s not possible to determine if the SMS was flagged as marketing or non-marketing/transactional.

    Can this please be included as part of the SMS details showing on the timeline?

    3 votes

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  11. For best functionality, please can Box+Dice have contact activities for rental listings like we do for sales listings.

    1 vote

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  12. It is currently possible to have a buyer receive a message from a sender name - it would also be good to do this for bulk messaging to contacts so the brand can be enforced rather than the individual. Especially if an agent leaves, a brand text can be sent to their contacts

    1 vote

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  13. The previous filters had the option of being able to search contacts that had no updated notes within a date range - it would be good to still be able to do the search to find "orphan data" to allow potential follow up

    1 vote

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  14. When sending one email to multiple buyers on the buyers leads screen it is hard to tell who it has already been sent to. If an icon could be added next to the thumbs to say who has received an email ( the email icon or a tick) that would help to avoid double up of emails. The only way to see if the email has been sent is if you click on the buyers name and it opens there profile to the normal section with the notes, you have to click on their name again and go behind for…

    4 votes

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  15. While detailed searches can be performed based on Categories (for Contacts) and Tags (for Listings/Appraisals), it would be helpful for prospecting if we could also see these in the search results.

    ie, in Contacts screen add a new column for Categories which includes all assigned categories (and the linked consultant),
    and in Listings/Appraisals screen add a new column for Tags which include all assigned tags.

    2 votes

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  16. Please add functionality of being able to search the Email2 option in the contact edit modal

    Our agents have many clients with two email addresses listed therefore it is frustrating that it does not appear when searching.

    2 votes

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  17. The deceased function alerts the user in most places on the system.
    It would be useful if it showed in the relationships field on related clients
    eg: Mary is the mother (deceased) and Eddie is the son
    On Eddie's record where Mary is listed as a relationship it does not currently show deceased
    Somebody might not look at Mary's record and when speaking with Eddie mention Mary (not knowing she is deceased).

    2 votes

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  18. We have many clients with more than one email address and mobile number (e.g. work and personal). Could provision be made for another mobile field to be included in the contact's details, please?

    1 vote

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    Hi Supporters

    We are happy to let you know that your Suggestion has been released.

    Please refer to the Release Notes for more information regarding this feature:https://boxdice.zendesk.com/hc/en-au/articles/12857397270671-7-20-Release-Notes

  19. Currently syncing contacts only works for IOS devices.

    Could you look at getting this working on android devices as well please for both contacts and calendar entries?

    Thanks!

    1 vote

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  20. Currently it is possible to filter only by the date of the Last Phone Note or Completed task.
    I'd also like this to take into account things like letter history, email history, sms history, appointment history, task history, buyer notes

    1 vote

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