385 results found
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Hover to see number of tasks on any given day
When creating a new task I would like to be able to select a date that has less tasks to even out my workload.
Currently I have to click into the date or have open in a secondary tab. It would be ideal when creating the task that hovering over potential due dates would show me how many tasks I already have on that date.
1 vote -
Remove GST deduction from GCI calculations
Currently the system calculates GCI as NCI because it automatically deducts GST. There is no option to report via the consultant dashboard or in sale details to INCLUDE the GST component in GCI calculations.
The fact that the system uses 'GCI' (Gross Commission Income) and "GCI (Gross Commission Introduced) is misleading and annoying given that Gross Commission Income is a standard industry metric INCLUDING GST.
In any case, Income or Introduction, neither of the figures are 'Gross' if they deduct GST.
1 vote -
Keysafe details in the agent app
There is a section to put the keysafe details on the listing, however, it is not visible to the agents in the app when they are at the property when they actually need the code.
Admin need to double up and add a note as well so the agents can see remotely.2 votes -
Display Contacts Marketing Permissions on the Contact Screen
View the permissions for each contact in the RH navigation column of their record, rather than click the “Edit” button to view.
To avoid marketing emails/SMS being sent to contacts, when they have explicitly requested not to receive them, or they have unsubscribed.4 votes -
My Contact Consultant Column
It would be great if user levels ie Manager, Manager (Open), Admin and Franchise Admin could use the columns in the contact screen to pull through the My Contact consultant that the client is assigned to as opposed to searching per agent to get the result we are after. For example, searching for categories is any of - Physical Mail with letters permitted, we'd love to be able to pull over the My Contact Consultant full name, not initials so we can download and arrange a mail merge for a letter.
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Online Vendor Reports - self serve dashboard
To be able to view live data fed from the CRM to a dynamic Vendor Report, instead of the static Vendor PDF generated at present.
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Move/Remove Mark as Purchaser
Can we please move or remove the mark as purchaser button in the app, sometimes our agents accidently hit this when they are checking people into properties and then they are no longer able to check people in. Alternativley it should be a user rights option as it is not common for agents to be processing the contract details hence not needing to mark as purchaser
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ability to use a Letterhead template for library templates
As a Sales user
I would like the ability to use a Letterhead template for library templates
This will allow me to print library templates directly onto the electronically saved letterhead paper.Under, Settings - Library - Page Setup - + Add Page
Once the parameters are set, allow staff to upload a letterhead template.When creating a library template and selecting the page setup, the template will automatically print, including the letterhead header and footer as outlined in the uploaded letterhead template from the page setup.
4 votesHi,
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Image column available in the table view
We'd like to see an image column available in the table view under the rentals screen. It should operate like the Sales > Listings table view. Thanks
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Full Name Details on Vendor Reports
We would love to had an option to display full name details of buyer leads on the vendor reports.
1 vote -
AI integration for all message channels
MRI needs to start integrate AI into Box and Dice to help agents prospect and send out texts. AI should be integrated into all aspects of a property from listing to uploading documents to prospecting. Copy and marketing material along with suggested replies to enquiries should also be able to be generated from B+D using AI. AI should be able to scan notes made by agents and then suggest means of following up as follow up is one of the most important elements in being able to win business in real estate and is one of the core tenets of…
2 votes -
Display Office ID somewhere easy to view
You can pull office ID from the code, but it would be great to be able to store this info somewhere easy for those with access to view, perhaps on the office page?
As a network, we have many integration partners that need this information and it would be great to have it easily accessible in the same screen as all the other information we need to supply to them.
Thanks!
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Finding properties not under management for BDM
As a BDM I would like to be able to filter for contacts in my system who own a property that is not their residential address and that is not currently under management by my agency, and to be able to also filter/order this by number of properties owned
1 vote -
Auto-alert for cancelled sale
As a system user, I would like my auto-alerts to differentiate between a withdrawn listing and a cancelled sale
The system identifies the Withdrawn and Cancelled as the same thing. When they are different. If you click Cancel Sale on a Not Settled listing, its status is changed to Sale Cancelled but functionally in the system this is the same as Listing Cancelled.
Typically if a sale falls over the listing will stay on the market, so the client expectation is that Cancel Sale should change the status back to Current, and remove all the sale information from the Sales…5 votes -
Attaching files or document in the Rental Appraisal
This feature is available in a sales appraisal. But not in a rental appraisal. Sometimes it can be a year or two between appraisal and listing and it would be good not to have to go back though emails to find what was pitched.
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Make searching and exporting System Logs easier for users with the ACL permission.
As an Admin user I want to be able to search and export the system logs per office To view and analyse the staff activity in a date range for a certain office. Currently, there is an ACL for “View the System Logs” in the UI.
Adding the option “Export the System Logs” to the Global Permissions would be beneficial so users do not need to rely on BD Support Admin to export logs.2 votesHi,
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task templates
On occasion , we change the task templates. It would be good that any modifications would flow through to all existing templates already attached to contacts.
4 votes -
House and Land Packages in portal feeds
As an agent,
I want to upload my house-and-land package listings and new developments to REA-compliant web portals8 votes -
Add a warning to the listing when the Sold button is clicked
As an admin user
I would like a warning to pop up when I click the Sold button on a listing
due to when accidentally selling, it breaks links to online ads.4 votesHi Supporters
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Sold by Other - streamlining
As an administrator, when I mark a property as sold by other I would like the option to remove the property as the residential and postal address of the Owner so that I don't need to do this manually, and risk forgetting.
It's an edge case that the prior owner would stay living there, so I'd suggest a check box which defaults to checked "Remove as Residential/Postal Address".
Thanks
Kylie
3 votesHi Kylie
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