56 results found
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Ability to copy Library Templates between Company and Personal
I want the ability to convert or transfer templates between Personal and Company libraries,
so that templates created by individual users can be preserved, shared, and centrally managed without requiring manual recreation when staff leave or business requirements change.This would allow organisations to:
- Transfer personal templates to Company libraries when templates need to be shared with other users.
- Retain valuable templates when staff leave the business.
- Reduce administrative effort and eliminate the need to manually recreate existing templates.
- Improve template management and continuity across the organisation.
1 voteHi Sharie
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Choosing a specific user to assign task templates and workflows in automations
It would help if there was an option to select a specific user to automatically assign a task template or workflow to as part of the automations.
Currently you can only choose the listing consultant, Advertising consultant, Activity/Trigger Consultant or My Contact Category Consultant.
We have centralised teams that help with some of the tasks and it would be helpful to auto assign the tasks to the relevant user.1 voteHi Supporters
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Dashboard Post for 'Other Consultant'
A recent change has removed the ability to create a Dashboard Post for Other Consultant when using the Contacts - Note Added trigger.
Previously, this workflow allowed a dashboard post to be sent directly to the selected consultant's dashboard activity feed. The functionality has now been moved to the Notification Centre only, meaning there is no longer an option to display these updates on the dashboard.
We would like this previous functionality to be restored. Having these updates appear on the dashboard is valuable for visibility and ensures important notes are easily seen during the day without relying solely on…
1 voteHi Supporters
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2 votes
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2 votes
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Update Staff Sharing Permissions to include Task Templates and Saved Filters
When users are added to a 'team', it allows them to manage various things for each other. (sms, email, existing tasks, categories)
It, however, does not allow for a user to see another user's lists (task templates, contact/property saved filters)
This will need to be manually created if you'd like to see them on your own end.We would like saved filters and task templates added to Staff Sharing permissions
3 votesHi Supporters
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Ability to save CMA reports in the files as "CMA" rather than "other"
As we can do with SOI's, listing authorities and contracts, it would be handy to have a "CMA" option rather than dropping the report in as "other"
3 votesHi Supporters
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Customise Consultant Dashboard
We would love to be able to customise the data displaying on the consultant dashboards. For example - the contacts section we would prefer to display the consultant's "My Contacts".
3 votesHi Emma,
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Additional visibility on staff screen
Would love to see "Authorised Offices" and "Consultant Groups" as column options on the staff search screen.
Would also love to be able to filter by these options please!
2 votes -
Having the ability to move around the pop up screen
Having the ability to move around the pop up screen to see information underneath when sending emails or SMS, as it covers the information underneath.
1 voteHi Supporters
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Auto Alerts for Staff Updates
As a Manager
I would like Auto Alerts for Staff Personal Details
So that I can keep track of my staff's milestonesExample:
Category = Staff
Trigger = Birthday Date Reached
Action = Send Email
Subject = [Staff Name]'s birthday is this week
Message = Send them a card, their birthday is on [DOB]
When = 7 days beforeDOB pulls from Staff Personal Details
1 vote -
As a buyer's advocate user, it would be great if there was a way to record a Purchased not just a Sold transaction lifescycle.
As a buyer's advocate user, it would be great if there was a way to record a Purchased transaction journey, rather than just the Sell journey. Instead of loading in listings for sale, we would be loading properties to potentially buy that meet our client’s briefs & also to communicate easily to our agent database.
At the moment Box+Dice seems built for agents listing & selling. We need to be able to track off-market opportunities & properties online & ultimately enter in our client's purchases once bought & have these shown as “PURCHASED” not “SOLD”.
Currently we have to use…
1 vote -
Admin or Superadmin control of MFA
Admin or Superadmin control of MFA including
- enforcement of compulsory MFA enrolment for all users at next login
- ability to reset MFA if user loses device2 votesThank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
Please note that Box and Dice Support Staff can disable a users MFA from the backend should they loose their device
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Better MVI error messages - Realhub
As a Media Vendor Integration user with Realhub I would like to receive meaningful error messages which articulate the issue (eg missing mobile number) and allow me to self-soothe when the Realhub sync fails so that I don't have to waste my time - and Box+Dice Support's - asking why the sync is failing. Support please vote this one up!!! :)
5 votes -
Automated SMS at checkin
One of the agents within our office has asked, if the same buyer attends multiple inspections at the one property is there a way to only send the automated SMS at the time they attend the first inspection only and have the SMS turned off if they attend multiple inspections after the first one at the same property?
3 votes -
Unsubscribe options for blast emails
It would be useful to be able to present contacts with the ability to unsubscribe from different types of blast campaigns.
For example to unsub from a newsletter, but retain subscription to auction reminders and OFI reminders.Currently users can only unsubscribe from ALL blast emails.
6 votes -
Library functionality for Rentals
Would very much like Library merge letter/email & reporting functions for Rentals eg; print off rental appraisals same as can be done for Residential & Commercial properties.
4 votes -
Allow email/mobile text copy from the buyer detail section of the Buyer Leads screen
When viewing the detail of a buyer in the Buyer Leads screen, I want to copy-paste their email address or mobile from this screen to somewhere else. (For example into Outlook)
However those two lines on this screen cannot be interacted with like virtually all the other text on the screen can. You can neither highlight it nor right-click and copy.
4 votes -
Auto Alert for receipt added
If an auto alert could go to our marketing team when advertising is receipted, they will know straight away when money has come in and can move forward with the marketing campaign.
6 votes -
As a user of multiple complex advertising templates, I would like to be able to enter a template name of longer than 30 characters
So that these can be entered accurately and quickly, they enter these as advertising campaign templates, which need to describe both the contents and the office. The advice that the current limit of 30 characters makes this very difficult, and the resulting names hard to understand.
Suppliers and Items can both have very long names (>60 characters)
1 vote
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