22 results found

1. I would like to be able to filter and sort my contacts by the date they were last contacted

   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

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   0 comments  ·  Contacts, Prospecting & Leads  ·  delete…  ·  Admin →
   Released  ·  AdminBox and Dice (Admin, MRI Software) responded

   This was released in version 5.9.0 please see the release notes => https://boxdice.zendesk.com/hc/en-us/articles/5093789390863-5-9-Release-Notes

   and Help Centre Article => https://boxdice.zendesk.com/hc/en-us/articles/5411502344975-Last-recorded-Contact-Date

2. Property Manager related automation from REA web enquiries

   When a client enters contact data on realestate.com.au there is a field titled "Which best describes you?" with a drop down selection of six options, one option is "Investor".

   Some automation features to be flagged from this would be very helpful for Property managers; for example:

   • when Lead Capture data is fed from REA and this Investor selection has been made, Box and Dice has a recordable and reportable field to capture this contact as Investor.

   • an auto-alert to be sent to a Box and Dice User that can be selected as a separate Staff Member User than the Sales Agent that will be assigned/attached to the contact record.

   • the ability for two separate Task Templates to be auto-enabled, one for the Sales Agent and a separate one for the PM Staff Member.

   When a client enters contact data on realestate.com.au there is a field titled "Which best describes you?" with a drop down selection of six options, one option is "Investor".

   Some automation features to be flagged from this would be very helpful for Property managers; for example:

   • when Lead Capture data is fed from REA and this Investor selection has been made, Box and Dice has a recordable and reportable field to capture this contact as Investor.

   • an auto-alert to be sent to a Box and Dice User that can be selected as a separate Staff Member User than the Sales… more

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   0 comments  ·  Contacts, Prospecting & Leads  ·  delete…  ·  Admin →
   Released  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

   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