385 results found
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Sales Listings - Sort Columns by Comm Drawn/Received Date
Could we please have the Comm Drawn/Received Date added as an option in the Order By field in the Sales Listings search screen? This was previously an option available in the old Listings screen. Thank you.
1 vote -
Auto-Alerts: Add Expected Settlement Date Edited
It seems there are no existing auto-alerts for when the expected settlement date changes or added.
In line with this, would it be possible to add an auto-alert that would inform us if this happens? Tracking the real-time changes in dates is hard as it prompts us to constantly check the dates on Box and Dice. Also, it would help avoid any discrepancies in both the sale admin and sale agent's end.
Adding this feature could dramatically change the way we handle loyalties. We might have diarised the previous settlement date and used it in setting up loyalties without knowing…
1 vote -
NZ Invoice Compliance
Could we please have the CSN field on the invoice template changed to allow us to include our GST number instead. In New Zealand there is a legal requirement to display your GST number on all invoices. We also need the BSB field removed from the accepted payment methods as this is not used in New Zealand.
This change would allow us to create invoices that are in-line with the legal requirements in New Zealand.1 vote -
Auto Alert when Auctioneer is double booked
For example, when an auctioneer has been booked for two or more auctions at the same time, it would be great if an alert could be sent to the appropriate parties.
Currently the calendar allows for them to have two bookings at the same time with no alert or red flag.
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 -
Edit content of a GRAB brochure
As a Director with a GRAB brochure template, I want to be able to select the images from those uploaded to the listing and edit text to make it fit on the Brochure so that my Box+Dice-printed brochures look fresh and professional.
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 -
Apartment Internal & External SQM
It would be great to add on the landing page of a property listing square meters.
Apartment option
Internal sqm
External sqm
Total sqm
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 -
Move Attachment Link from bottom of the email
When emailing an attachment via B+D the attachment is added as a link to the bottom of the email.
People are missing the 'attachments' all the time because they don't expect to see them there.Putting them at the bottom also risks them being overlooked, given that they are not actual attachments (only links) and there will be no paperclip on the message to signify an attachment.
Solution:
Place link at the start of the email, above the salutation, left aligned1 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 -
Allow enabling of media vendor campaign item download for listings outside my own office
As an Advertising Manager, I need to be able to enable the initial items sync on the listing if it is outside my office.
At present a user needs to be associated with a staff profile that matches the listing office to be able to enable campaign items downloading from any media vendor. This is contradictory to the existing functionality that allows a user to send a listing to CT for an office other than their own.
Can we please have the functionality changed to match so that a user can manage CT any media vendor integration for more than…
1 vote
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