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9 results found

  1. Emails synced from Outlook can't be seen by others so nurturing activity is hidden

    When the Outlook email sync is active, emails sent from outlook aren’t visible to others, for the purpose of visually maintaining communication with the contact. This means manual notes have to be added to verify to others that they are being nurtured.
    At the least, I want to be able to let others see the date, time, subject of these emails.

    1 vote

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    Existing Feature  ·  0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →

  2. Email blast approval notification

    It would be great if admin (or the blast creator) is notified when an agent has approved their blast, currently we draft for their approval and have to keep refreshing the page throughout the day (sometimes forgetting to send).

    1 vote

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    0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →

  3. sms Merge fields

    When sending a bulk SMS out to clients it would be great to have a merge field so that we can address it to the contact and make the SMS sound more personal eg. Hi (First Name) ...

    8 votes

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    3 comments  ·  Contacts, Prospecting & Leads  ·  Admin →

  4. Being able to manually change the Base Matching Criteria of listings

    When you go to add a criteria to a contact that is a lead on a property, it asks if you would like to 'Base Matching Criteria on this listing?'. It would be a very useful tool if you could manually change the Base Matching Criteria as it is generally not appropriately defined. This way you could set extra suburbs, use the areas function and/or amend the price range ect... At this stage each contact has to be amended individually. With this function, when asked if you would like to 'Base Matching Criteria on this listing?', hitting yes would make…

    1 vote

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    0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →

  5. Auto generate email to client upon adding a category

    Could we please have the option to set up an automatically generated email when adding a particular category to a client. Specifically we are wanting to generate an email from our BDM when the Investor category is added to a client, as a way of introducing the PM team.

    1 vote

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    1 comment  ·  Contacts, Prospecting & Leads  ·  Admin →

  6. As a user i'd like to see 'Never' in stead of 'Jan 1 1970' whenever i have never seen a contact record before so that i am not confused and

    As a user, if I enter Contacts into the system via an import, Ingesta, or some other method besides standard manual entry, the 'Last Viewed' timestamp appears to default to null or Jan 1 1970.
    When I then view contacts in the search screen, these show up as last viewed 'Over a Year Ago'. This is confusing and counter-intuitive.

    1 vote

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    0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →

  7. Be able to resend an email sent to a contact

    It would be a handy feature to be able to re-send an email to a contact in B&D. Some delete the email, or say they "never received it", even though we can see if they do/do not open it. Also, to be able to forward onto an updated or corrected email, or even cc onto someone else after original has been sent. It would save a lot of time and is also proof that the original email was sent.

    Similar to https://rockendideas.uservoice.com/forums/938634-box-dice/suggestions/44492382-restore-the-ability-to-print-an-email-from-the-con

    3 votes

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    0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
    Existing Feature  ·  AdminBox and Dice (Admin, MRI Software) responded

    Hi Supporters
    Thank you for your Suggestion!

    We are happy to let you know that this functionality is already available in Box and Dice Email Sync release 7.15.0

    With the Email Sync you can easily resend the email from your sent items in your mailbox and it will sync to the contact timeline.

    For further details, see the Knowledge Base article: Email Sync - Help Centre article

  8. Auto Alerts for Contact Activity Updates

    Can we please have an auto alert made available that allows a consultant to be informed when a contact has a new activity created against their record by another agent. (eg: Buyer Activity when they have inspected another agents property or a Purchaser Activity when they have bought a property through another office)

    1 vote

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    0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →

  9. Contact Merge Screen - show Category consultant for all Unique Categories

    As an admin user I want to see the Category Consultant for ALL Unique Categories so I can easily make decisions about deduping without having to leave the screen and go and look at the individual contact records saving me time and improving accuracy.

    Currently, the consultant for My Contact shows - but not other unique categories.

    1 vote

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    0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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