385 results found
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middle name
Could we add a middle name field in Box and Dice to show up on trust receipts so that the name on the receipts matches other documentation that is provided to vendors and purchasers, while still allowing us to send general marketing using their preferred names
2 votesHi Supporters
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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
2 votesHi Supporters
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Contact boards - Deleting
It would be great if there was an ACL to restrict users from deleting boards created by other users. Similarly to saved filters shared in office groups, if one user creates a board for the group - only they can delete it not others.
1 vote -
Opens appear in calendar once uploaded to portals
If an agent forgets to hit upload to portals for an OFI they do still appear in the calendar, therefore thinking they have loaded them online.
Can we please request that opens only appear in your calendar if they have been actually uploaded.
1 voteHi
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Email Address field on the Mobile App
For the mobile app, please move the email address to the top, secondary to the mobile field, replacing the phone after BH and secondary mobile as they are not necessary anymore.
1 voteHi
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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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Check In SMS Sender Options
As a PA I sometimes help with OFIs, When I do the OFIs I would like the automated check in SMS to come from the main listing agents mobile number instead of mine.
2 votesHi Supporters
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rental enquiries to go into tenant leads via the api
The current 'Website API' has an endpoint for creating sales enquiries, however we would like to be able to create rental enquiries.
At the moment sales enquiries go into the buyers registry, but we also need for rental enquires to go into the tenant leads when using the 'Website API'1 voteHi Supporters
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Sync Discounts and Funders from Multiple Vendors via Media Vendor
As an Admin
I would like when enabling Settings - General - Office - Sync Discounts and Funders from Media Vendor.
That multiple vendors, if they exist, are to be fed from Media Vendor to Box+Dice.2 votesHi Supporters
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Mandatory Appraisal Data
We would like to option (say in Access Settings) to set (or not set) specific Appraisal data fields as mandatory. This will assist with reporting and forecasting.
3 votesHi Supporters,
The Product Team are reviewing your suggestion
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1 vote
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Reasons To Call | New Parameter to be 250m
Reasons To Call | New Parameter to start from 250m, currently cannot be less than 1km
1 voteHi Supporters
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Allow category automation based on activity
Allow the automation of category tags based on activities to reduce manual handling and improve data quality.
Examples include:- When a contact gets an appraisal allow me to automate the addition of "potential vendor" tag
- When a contact lists a home allow me to automate the removal of "potential vendor" and change to "current vendor"
- When a home is sold allow automation to change tag to "past vendor"
So much admin and data quality issues could be resolved with automating tags. We have contact automations available already, adding the different triggers and recipients would be great.
3 votesHi Supporters
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Left Voice Mail/ Contacted Filter or Column in Buyer Leads
We would love to have a feature that shows notes for Left Voice Mail/ Contacted Filter or Column in Buyer Leads as an efficient way to keep track of who has or has not been contacted after OFIs.
1 voteHi Emma
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Adding a "lot" field to addresses for land listings
At the moment I have to add the Lot number into the number field. Ie, Lot 23/4 Test Street, Ballarat.
1 voteHi Supporters
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“Permissions” for Marketing Emails & Marketing SMS
Please add a feature to set access so only admin staff are able to edit a contacts “Permissions” for Marketing Emails & Marketing SMS.
2 votesHi Catherine
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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 -
Bulk Add & Remove Categories
Currently, the bulk add/remove categories from the contact screen overrides the Contact Categories - Add/Remove categories for other consultants with staff sharing permission ACL and allows access to action both adding and removing.
We would like to see the "Add" and "Remove" actions separated so we can allow agents to add but restrict the remove ability.
We would also like to ensure the remove is governed by the sharing so an admin cannot remove categories in bulk from team members they do not have permission to do so for.
3 votes -
App: Tagging properties & people
Would like to be able to tag people/properties in notes with the @ symbol as in the desktop version.
2 votesHi Pete,
The Product Team are reviewing your suggestion
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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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