87 results found
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Buyer lead residential suburb
Are we able to just enter a buyer's residential Suburb rather than having to enter their full address (which 99% of them do not like to give out). It's an important tool for agents to know where buyers are coming from.
1 vote -
ACL for access to Bulk Contact Import function
We would like the ability to manage access to the "Import" function under More on the Contact screen.
Ideally this could be controlled via user permission levels, as to who has access to bulk import.
We would like this because we have found some agents have imported 'messy' contact data into our database and we would like only specific user levels to manage ANY bulk importing of data.
1 vote -
Remove owners residential address after they have been set as a past owner
I think it would be better if when an owner has been set as a 'past owner' or you use 'sold by other' it removes their residential and postal address too, so it doesn't have to be done manually.
1 vote -
Ability to create relationship from the "add contact" window
When creating a new contact via the desktop, in the New Contact screen add the ability to create a relationship/new contact for the contact you are creating
1 vote -
Automated SMS Loyalty Campaigns
Would be good if you can automate sms within the loyalty campaigns - ie for properties that have sold - have an automated text sent the purchasers two weeks after settlement advising hope you're happy settling into your new home.
1 vote -
Surname for Contacts is not a mandatory field
We have found that you are unable to save a contact in the system if you are entering an enquiry for example, without having anything entered in the surname field.
Often when people enquire, it is rare that they input their surname and therefore typing "Unknown" or putting a small comma or dot in the surname field at present is the only solution.
It would be appreciated if Box and Dice could consider changing the program so that a surname is not an essential field required in order to be able to add a new contact.
1 vote -
Add address to contact in app
We would like the functionality to add addresses in the buyer register to contacts from the app
1 vote -
Link Social Media Profiles to Contact Records
A few agents have asked if clients' social media profiles (e.g. Facebook, LinkedIn etc) can be linked to their contact record in Box+Dice.
Sales consultants have expressed that this would be beneficial to them by being able to see the contact's photo in their Box+Dice record to jog their memory.
Thank you.
1 vote -
Salutation to synch to mobile for contacts
Is it possible to have the salutation synch to the mobile for contacts? We put the 'legal' name in as the required first name but may know the contact by another name - this is especially confusing with Chinese contacts - we put their actual name in the first and last name fields but use their 'english' name in salutation.
1 vote -
Web enquiries assigned to both listing agents if there are more than one.
When receiving a lead capture enquiry we would like the option of having it assigned to both listing agents if there are more than one on the listing.
The auto-response email should also include both agent names.
1 vote -
Direct voicemail call
Being able to make bulk calls with a pre-recorded message. This message goes straight to the clients voicemail with recorded message.
Please see attached link: https://www.straight2voicemail.com.au/
1 vote -
Contact Detailed Report
When pulling a contact detailed report, it will include only the Notes attached to that person's contact card, plus the name (only) of their related contact(s).
Is it possible to have the notes from both the contacts pulled in the report - this way any contact that has been made will be visible? This will help if doing calling - all contact that has been made with both of the contacts will be visible - rather than having to check both sides in the system.1 vote -
Reading Pane in Contacts Screen
When in the Contacts Screen of the UI, please add a Reading Pane like that of the Buyer Leads Screen so I do not have to open new tabs for the contacts
1 vote -
View Postcode of Contact address in Contact screen
It would be really handy to show the postcode for contacts in various screens. such as when you have a contact open & also in your tasks letter list. The reason is for when we're writing hand written cards we can't see the PC & causes us to open the contact then open the edit in order to see the PC.
1 vote -
Order Buyer Leads by First Name/Last Name
We would like to be able to order the list of Buyer Leads by First Name And Last Name
Presently we can sort by a number of fields but not the name:
Use Cases from agent:
When comparing buyer lists with my colleagues on current interest over the phone for example.
If we order by (for eg) “interest level” (in out maybe) the list on my screen comes up differently to other users’ screens and when we walk through the list discussing buyers and their interest we can’t see the list laid out the same way.
Plus sometimes it is…
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Add new contacts date subfilter "over a year ago from today" as a dynamic date
When filtering in the Contacts screen, are we able to please have a new condition for dates: "over a year ago from today" that would work dynamically, the same way as "last year from today".
For example; I want to create a favourite search for "Last Phone Note/Task Completed was at least 1 year ago".
If today is 2022-01-01 I can use the subfilter: Activity Date is less than 2021-01-01 but tomorrow I need to edit my filter and manually change the selected date.1 voteThank you for your Suggestion!
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Residential address filter by project
As a consultant I want to be able to filter for contacts by Residential Building/Project so that I can target residents of a complex.
1 vote -
Sorting buyers by Most Recently Added Note
Prior to Align, buyer leads could be sorted by interest level, last inspection, date added, source, and Most Recently Added Note.
This can no longer be done for source or Most Recently Added Note.
It was of great help to be able to sort the buyer list by how recently they have been updated with notes.1 vote -
Use of QR Code to update contact details
With QR codes getting a bit of traction, I was wondering if you had anything in the works to eventually utilize the technology?
For example, scanning clients QR codes as they enter into an Open For Inspection, ensuring their contact details are up to date etc?
1 vote -
Buyer Lead reports - Source chart
After using many CRM systems in the past, the reports section is really important when we are overlooking at the data we hold. Where we need to understand where our enquiry is coming from is extremely important.
I do think that there needs to be a number next to the source (X came from realestate.com.au, X came from domain.com.au) and a percentage tab.
This looks more professional, and gives more of a story to the pie chart.I do think this should be included and look forward to receiving your feedback.
1 vote
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