7 results found

1. Upload All Button from the Inspections Screen

   In the inspections view it would be good to have an upload all button in the top left. So you could upload all your inspections to the connected portals without having to click through to each individual listing.

   3 votes

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   Released  ·  0 comments  ·  Inspections, Tasks & Appointments  ·  delete…  ·  Admin →

2. Ability to have multiple consultants/contacts on 1 Task

   In the current CRM setup, assigning two consultants/contacts to a task or task template results in the system creating separate tasks for each consultant/contact. This means that if one consultant completes their task for one contact, it doesn't mark the task as completed for the other consultant/contact, even though they are part of the same team/task.

   As an administrator,
   I propose a change where assigning two or more consultants/contacts to a task results in a single shared task for all consultants/contacts involved.
   This way, when one consultant finishes the task, it's marked as completed for all consultants/contacts attached to that task.
   This improvement will greatly enhance team collaboration and provide clear visibility into which tasks have been completed by team members.

   In the current CRM setup, assigning two consultants/contacts to a task or task template results in the system creating separate tasks for each consultant/contact. This means that if one consultant completes their task for one contact, it doesn't mark the task as completed for the other consultant/contact, even though they are part of the same team/task.

   As an administrator,
   I propose a change where assigning two or more consultants/contacts to a task results in a single shared task for all consultants/contacts involved.
   This way, when one consultant finishes the task, it's marked as completed for all consultants/contacts attached to that… more

   6 votes

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   1 comment  ·  Inspections, Tasks & Appointments  ·  delete…  ·  Admin →
   Released  ·  AdminBox and Dice (Admin, MRI Software) responded

   Hi Supporters

   Shared tasks that when completed by one, completes for all. We've created a new 'Shared Task' feature, so you can assign one action to multiple consultants and once one agent marks it as complete, the shared task will be completed for all assignees.

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

3. Email Vendors & Tenants inspection times

   As an Admin user and Sales Agent :
   I would like to be able to easily inform all relevant stakeholders (Vendors, Landlords, Tenants & Prospective Buyers when the upcoming weekly inspections have been added to the listing.

   Business Case:
   Staff users currently add the inspection to the listing but do not have the ability to easily inform all stakeholders. The Calendar sync can used to update an owner, but cannot notify other relevant parties (such as tenants, other sales people assisting with opens, prospective buyers, etc). Having an easy way to notify all interested parties each week as the inspections are set would ensure no communication gaps with the people who need to be kept informed and create a much smoother inspection process for all involved.

   As an Admin user and Sales Agent :
   I would like to be able to easily inform all relevant stakeholders (Vendors, Landlords, Tenants & Prospective Buyers when the upcoming weekly inspections have been added to the listing.

   Business Case:
   Staff users currently add the inspection to the listing but do not have the ability to easily inform all stakeholders. The Calendar sync can used to update an owner, but cannot notify other relevant parties (such as tenants, other sales people assisting with opens, prospective buyers, etc). Having an easy way to notify all interested parties each week as the inspections… more

   4 votes

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   2 comments  ·  Inspections, Tasks & Appointments  ·  delete…  ·  Admin →
   Released  ·  AdminBox and Dice (Admin, 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-us/articles/12021463762831-8-4-Release-Notes

4. Filter tasks by the associated Contact's Category

   As a sales agent I want to filter my tasks by Category/ies so that I can segment a large number of due or overdue tasks and deal with them in priority order for the greatest chance of them being dollar-productive calls.

   For example, I have 176 overdue tasks. Rather than working through them in date order I would like to prioritise those tasks for contacts in the Category 'Vendor Potential A', and once they are complete 'Vendor Potential B' etc.

   Currently, this is often achieved by having to prefix the Task Subject with 'PA -', 'PB -' etc but this is manual and cumbersome so being able to filter by Category would save time on each task created and also allow greater option to segment and prioritise tasks.

   Thanks,
   Kylie

   As a sales agent I want to filter my tasks by Category/ies so that I can segment a large number of due or overdue tasks and deal with them in priority order for the greatest chance of them being dollar-productive calls.

   For example, I have 176 overdue tasks. Rather than working through them in date order I would like to prioritise those tasks for contacts in the Category 'Vendor Potential A', and once they are complete 'Vendor Potential B' etc.

   Currently, this is often achieved by having to prefix the Task Subject with 'PA -', 'PB -' etc but this… more

   2 votes

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   1 comment  ·  Inspections, Tasks & Appointments  ·  delete…  ·  Admin →
   Released  ·  AdminBox and Dice (Admin, MRI Software) responded

   Hi Supporters,

   Tasks can now be filtered by contact category in the Task Manager screen.

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

5. Last task completed warning

   It would be great if B+D had a pop-up warning/prompt to add new tasks/loyalty to a contact when the last task is completed by Nicole Roberts

   1 vote

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   0 comments  ·  Inspections, Tasks & Appointments  ·  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/13996024799247-8-11-Release-notes

   
   

6. Re-assign selected Tasks to other users

   It would be extremely beneficial to be able to transfer a group of specific tasks to a different user, instead of only being able to transfer all ALL incomplete, or ALL overdue, or ALL future tasks.

   Many agents have assistants who work alongside them so transferring certain administration tasks such as follows ups or prospecting duties when needed would really help.

   If a consultant leaves the company we may wish to split their future tasks between several different staff members.

   4 votes

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   0 comments  ·  Inspections, Tasks & Appointments  ·  delete…  ·  Admin →
   Released  ·  AdminBox and Dice (Admin, MRI Software) responded

   Hi Supporter

   This has been released, please see https://boxdice.zendesk.com/hc/en-us/articles/12021463762831-8-4-Release-Notes

7. Inspections Screen for Rentals

   Could the Inspections screen be updated to include rental listings? Perhaps a toggle between sales and rentals?

   2 votes

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   0 comments  ·  Inspections, Tasks & Appointments  ·  delete…  ·  Admin →
   Released  ·  AdminBox and Dice (Admin, 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/12857362017167-8-5-Release-Notes