384 results found
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Auto Assign Contact Category at Check-in for OFI
Automatically add the chosen category to clients who checked-in during inspection
9 votes -
Past Inspections Report
We should be able to report on all sales activities at any given time.
Currently the CRM cannot pull a report on past inspections.
You can view them on the Inspections View tab but you cannot export to CSV.Adding an export to csv function on this view would be beneficial or adding a column for Past Inspections in the Sales Listing View that you can filter on.
1 vote -
Ability to copy task templates to other staff
As a user
I want to duplicate my task templates to another user
So that they do not need to spend time and effort re-creating templates that already exist.2 votes -
App : OFI push to portals
We would love for the app to push OFI times added onto portals.
We really need the flexibility to change this remotely on the mobile app as the team are often creating updates in between opens without access to a computer for the web version.
8 votesHi Supporters,
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Lead Flow
I'd like to access my LeadFlow lists from the agent app, so I can make my calls on the fly without having to be chained to my laptop.
5 votesHi Pete
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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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Email open status display on agent app
As someone who spends most of my day working from my phone, I would like to be able to see whether buyers have opened the emails I send to them (for example contracts) in the agent app, to know who is engaged and should be followed up. Currently I need to log into the web application to see this.
1 vote -
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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Lead Flow- add Matching Criteria
Having the option to add matching criteria in the lead flow section.
2 votesHi Supporters
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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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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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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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