87 results found
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Display Contacts Marketing Permissions on the Contact Screen
View the permissions for each contact in the RH navigation column of their record, rather than click the “Edit” button to view.
To avoid marketing emails/SMS being sent to contacts, when they have explicitly requested not to receive them, or they have unsubscribed.4 votes -
My Contact Consultant Column
It would be great if user levels ie Manager, Manager (Open), Admin and Franchise Admin could use the columns in the contact screen to pull through the My Contact consultant that the client is assigned to as opposed to searching per agent to get the result we are after. For example, searching for categories is any of - Physical Mail with letters permitted, we'd love to be able to pull over the My Contact Consultant full name, not initials so we can download and arrange a mail merge for a letter.
2 votesHi
Thank you for your Suggestion!
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Finding properties not under management for BDM
As a BDM I would like to be able to filter for contacts in my system who own a property that is not their residential address and that is not currently under management by my agency, and to be able to also filter/order this by number of properties owned
1 vote -
task templates
On occasion , we change the task templates. It would be good that any modifications would flow through to all existing templates already attached to contacts.
4 votes -
Bulk Print Pipeline Clients, One Contact per A4 Page, Full Note/Timeline History
A top operator who uses another CRM is able to have his pipeline printed in the following format:
Page 1:
Clients Name
Contact information
Properties owned
Full note and timeline historyPage 2
Clients Name
Contact information
Properties owned
Full note and timeline historyHaving one A4 page printed per contact is powerful.
It allows us to write notes onto each page after a phone call, and then we can add the notes into the CRM at a later date.
It also allows us to go somewhere quiet and review each contact properly.
We should be able to print ALL…
1 voteHi Supporters
The Product Team are reviewing your suggestion
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canned responses for auto responder
Raised by Bek Kerr One Agency Team Kerr
In Vault and My Desktop, there is an option to create automatic buyer lead responses per listing.
This allows you to create listing information that is not currently available online. For example, the client wants the listing to show as current on the portals, but when a contact enquiries they would receive information such as "This property is currently Under Contract"
Having the listing as current online allows for more interaction with the listing than if it was advertised as Under Contract.
Having 'canned responses' per listing that the agents have full…
7 votes -
Enable lead capture via Plezzel integration for project listings
Currently the Plezzel integration enables web lead inquiries to be captured in Box+Dice as Buyer Leads for Sales listings, however not for project listings.
Please can this be made possible for project listings too.
2 votesHi Rowen
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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Send agent details as contact card to client
As an agent, I would like to send my details to a clients mobile via a button in Box+Dice, that sends them a contact card with the following information:
Name, Position, Mobile, Phone BH, Email Address
1 vote -
Send automated email reminders to vendors to pay outstanding advertising invoices.
It would be great if Box+Dice could send automated email reminders to vendors reminding them to pay outstanding advertising invoices, triggered by days overdue.
2 votes -
Address Contact by correct name
As a consultant making calls I want to address a client by their correct name when they answer the phone so that they know they are familiar to me.
At the moment the Firstname is the only name visible on the contact screen so I would as to speak to that formal name eg/ Trinh rather than the name they go by, eg/ Rose.
Another example - Nikolaos is his legal name but he goes by Nick. I wouldn't know this unless I clicked Edit Contact Details.
8 votesHi Supporters
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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Make accurate notes easier
As a salesperson who likes to use the type of note to filter last contact I would like the system to make it easier for me to select the correct note type - phone, other, etc by putting this on the critical path to making a note on the Contact screen in the CRM. At the moment the note type selection is an afterthought and often forgotten which undermines the effectiveness of the filters based on kind of contact.
A suggestion is to have a series of buttons for the various types (rather than the text box being visible). On…
2 votes -
Add E-Alert interest as Web Leads
Feature request posted on behalf of client :
A recent E-Alert that went out from our account via B+D to compatible potential buyers for a particular listing had 6 unique people clicked through to view the listing. The feature request then is to set up 'ingestion' of these clicks over to the Buyer Leads section of the listing...
This could be added as something akin to the 'Web Lead' tab that pops up next to XX Buyers when a lead comes in via REA or Domain... or it could be added 'as' Web Lead... with the source being E-Alert (probably…
1 vote -
Tick/untick by page when sending bulk SMS
In situations where I need to send a bulk SMS to a large number of recipients (over the system cap) I would like to be able to sort my on-screen filtered list of contacts to display 100 at a time, and then select each page-full in turn and SMS them.
5 votes -
Filter results in Contact Screen by any column
As a client
I would like to be able to filter Contacts by all fields/columnsStandard Columns to filter by include:
Name
Address
Email
Mobile
Phone A.H
Phone B.H
Email 2
5 votes -
Add more filters to Buyer Leads
At the moment there is only the ability to filter Buyer Leads by contract requested and offer made as per below.
It would be good to be able to add additional filters like:
Requested or Sent Building and Pest Inspection Report
Requested or Sent Due Diligence Information
Registered for Auction
Requested or Sent EOI/Tender Offer Form
5 votes -
Gender Selections in Box+Dice need to be more fluid and inclusive
As an agent
I would like a new field in B+D for gender
In order to correctly address a contactAt the moment we can only select male and female genders. This is required to be updated as a lot of people do not identify as either.
Having another field available to select, will help the agent to correctly address the contact when they are communicating with them.
2 votes -
Improve Attachment Name of Advertising Invoices when emailing from B+D
As a send of Advertising Invoices to Vendors via email from B+D I want the attachment name to be meaningful to the recipient so that they are not confused and the communication is more user-friendly.
At the moment, the attachment is named after the template selected, which also means that every attachment to every client from the same template will bear the same name.
If I am sending two different emails to a client with two different invoices attached those attachments are indistinguishable by name and the client has no need to know that I chose the 'without payment options'…
3 votes -
Add contact hyperlink or else ID to system alert for 'My Contact'category change due to contact merge
Can a hyperlink or else Contact ID be added to the system email alert triggered when the Consultant for the 'My Contact' category is changed against a Contact, as a result of merging duplicate contacts?
When multiple contacts in the system share the same First and Last name, it’s difficult to determine which merged Contact the auto alert email relates to.
The addition of a Contact hyperlink (or else a Contact ID) to the system email alert would help users to precisely identify which merged Contact the alert relates to.
2 votes -
Adding Contact as a Solicitor/Changing Contact to Solicitor
1/ It would be great if, when adding a contact we could also select as a solicitor (not just person or company) - rather than having to go in though settings/genera/sales/etc
2/ Also there are some current contact that are solicitors but not recognised as such - would be great if we could have the ability to change from 'company' to 'solicitor'1 vote -
Legal name field
Would it be possible to have the legal name of a contact pull through as the name listed on all documents generated - ie account sale reports, instead of just the general letters.
Otherwise just the client 'name' appears which may not be sufficient for accounting / legal purposes on all documents.
You do not always need to input a legal name, however when you do it is often because it is required. And you would want this legal name to pull through to all documents relating to this client/sale.
ie; If a Legal Name is available, use the Legal…7 votes
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