384 results found
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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 -
Default to by inspection as opposed to by interest in the buyer register
It would be great to change the default view in settings so that our agents could filter by last inspection as a opposed to interest level.
2 votes -
More granular access to Dashboard
Now we have an "Authorised Offices" ACL, I would like to see this expanded out to the Dashboard permission settings please.
Currently team members have the option to view only their own dashboard or the entire office group.
I would like to be able to allow team members to view their own office/authorised offices, subject to their sharing permissions.
This would help reduce initial load times for the dashboard and ensure teams can view relevant information while avoiding exposing sensitive GCI target/budget/performance widgets to people who do not need access to it.
Please also see BD-6608. Thanks!
1 vote -
BCC the second agent when sending listing-related emails
I’d love if you could consider adding a ‘Bcc the second agent’ on the send email section.
We constantly have duplication of messages in our agency and this would be helpful in reducing this if they could be bcc’d.
2 votesHi Narenna
Thank you for your Suggestion!
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Add Follow Up Bulk SMS Button to Buyer Leads Screen
We would like to add a "Follow Up SMS" button, similar to that of the "Check-In" button on the buyers list of a property. Once clicked, the bulk SMS template created in the automations section of Box+Dice will send to the buyers, and will also create an sms communication point against their name.
1 vote -
Advertising Copy
We need to add HTML tags to the Adverting Copy section. Labelling tags in the description boosts SEO and thus creates snowball effect for the fed-thru website and listing in the entirety.
1 vote -
Option for Admin Bulk Delete under search Contact
To keep our database clean, we would like the ability for Admin to search contacts, filter them and then bulk delete, rather than delete 1 by 1. There are several instances of "buyer-in" at an OFI and then they are still there months, years later without full details, etc.
2 votes -
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.
2 votesHi
Thank you for your Suggestion!
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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.
3 votesHi
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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
2 votesHi Supporters
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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
1 voteHi
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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 votesHi Supporters
We are pleased to advise that we have started development on this feature. Thank you for your help in making this happen! Look out for it in a future release.
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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!
1 voteHi Supporters
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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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
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