385 results found
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Create a field field/line for a Supplier's ABN
There should be a field where the supplier's (company's) ABN can be recorded in Box+Dice.
2 votes -
Homepass
Have used this in the past. Amazing for opens. Would be great if info fed through to buyer contacts.
12 votesHi Supporters
The Product Team are reviewing your suggestion
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Create field 'adjustments' in reconciliation screen
As a user completing bank reconciliations
I want to be able to enter an amount into an ‘adjustments’ field when more money has been paid from trust than what is held in the ledger
So that I can reconcile whilst I wait for the funds to be returned to the trust account2 votes -
Including booking package info in NZ portal feeds
As a NZ client,
I want to be able to include package booking info in my RENZ portal feed
in order to modify my standard website booking without having to send a manual email or manage it online outside of Box+Dice.
We may have a standard booking package which applies to any new listings which are created via a feed from Box+Dice. However we want a particular property to be upgraded or downgraded from that standard booking, we’d like it to be included in the feed rather than having to contact the portal separately via email, or managing the booking…4 votesHi Supporters
The Product Team are reviewing your suggestion
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Bulk Print Pipeline Clients, One Contact per A4 Page, Full Note/Timeline History
A top operator who uses another CRM is able to have his pipeline printed in the following format:
Page 1:
Clients Name
Contact information
Properties owned
Full note and timeline historyPage 2
Clients Name
Contact information
Properties owned
Full note and timeline historyHaving one A4 page printed per contact is powerful.
It allows us to write notes onto each page after a phone call, and then we can add the notes into the CRM at a later date.
It also allows us to go somewhere quiet and review each contact properly.
We should be able to print ALL…
1 voteHi Supporters
The Product Team are reviewing your suggestion
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File Reference to be a searchable field where only the File Reference searched shows on screen.
File Reference to be a searchable field where only the File Reference searched shows on screen.
At this point in time you can search for a File Reference by using Ctrl+F, but a whole list of properties appear, which then means needing to scroll through the list to find the File Reference required highlighted. Imagine, after years of using Box & Dice how many properties you will need to scroll through to find the highlighted File Reference that you could be searching for. This obviously, is not ideal!
Business Case - all of our keys are coded according to what…
1 voteHi Gail
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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Rearrange the Check-in and Add as Purchaser Button in Buyer Leads
Can we please move the additional options on the buyer check-in screen down to the bottom (less priority).
Our agents are constantly complaining about accidently hitting these buttons at busy open homes and they either mark the client as a purchaser (allowing no more check-ins and can't revert) or they open a different screen entirely which just creates panic and stress. Sometimes they have had to revert to their notes as an alternative and then checking clients in after the inspection which is not ideal.
4 votesHi Stephanie
Thank you for your Suggestion!
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canned responses for auto responder
Raised by Bek Kerr One Agency Team Kerr
In Vault and My Desktop, there is an option to create automatic buyer lead responses per listing.
This allows you to create listing information that is not currently available online. For example, the client wants the listing to show as current on the portals, but when a contact enquiries they would receive information such as "This property is currently Under Contract"
Having the listing as current online allows for more interaction with the listing than if it was advertised as Under Contract.
Having 'canned responses' per listing that the agents have full…
7 votes -
Would be very helpful to be able to add important notes to the accounting tab of a listing - like a 'trust account warning'.
When receipting funds it would be great to be able to add notes or trust warnings - for example send receipt to a certain person or advise someone when funds received or don't charge advertising when settling. Currently can only add important notes to the listing tab that do not show on accounting tab.
11 votesHi Supporters
The Product Team are reviewing your suggestion
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A basic 'property search' in the Box & Dice mobile app . Not all contacts have had communication. Perfect for agents looking at farming
A basic 'property search' in the Box & Dice mobile app . Not all contacts have had communication. Currently can only search 'Appraised, Listed, Sold. By having a basic property search this would be ideal for agents looking at farming. ie: Door knocking. As an agent walks to a door, to know the owners name is 'warmer' than not using a name. A basic in courtesy - using someones name. After all, isn't this a basic search - a property address?
3 votesHi Cam
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Enable lead capture via Plezzel integration for project listings
Currently the Plezzel integration enables web lead inquiries to be captured in Box+Dice as Buyer Leads for Sales listings, however not for project listings.
Please can this be made possible for project listings too.
2 votesHi Rowen
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Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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Send agent details as contact card to client
As an agent, I would like to send my details to a clients mobile via a button in Box+Dice, that sends them a contact card with the following information:
Name, Position, Mobile, Phone BH, Email Address
1 vote -
Enable Apple Split View for Box+Dice mobile app to use on iPad
Certain iOS mobile apps are compatible with the Apple Split View feature which makes multi-tasking possible when using an iPad device. This feature allows for multiple apps to be open side by side, as outlined in https://www.youtube.com/watch?v=YbaiZS_G2a4.
Please can the Box+Dice mobile app be made compatible with the Apple Split View feature, to allow for better multi-tasking on iPad devices across various apps.
2 votesHi Supporters
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Exclude from ABA Trust Account setting
A setting to be added to the trust account set up to have payments default to 'Exclude from ABA" if the client pays manually.
2 votesHi Supporters
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As a buyer's advocate user, it would be great if there was a way to record a Purchased not just a Sold transaction lifescycle.
As a buyer's advocate user, it would be great if there was a way to record a Purchased transaction journey, rather than just the Sell journey. Instead of loading in listings for sale, we would be loading properties to potentially buy that meet our client’s briefs & also to communicate easily to our agent database.
At the moment Box+Dice seems built for agents listing & selling. We need to be able to track off-market opportunities & properties online & ultimately enter in our client's purchases once bought & have these shown as “PURCHASED” not “SOLD”.
Currently we have to use…
1 vote -
Increase font size in mobile app
Reading the client contact details in the app is difficult when checking in on the mobile. It would be great if we could have an app setting to increase the font size as the phone setting doesn't appear to impact the applications settings.
2 votesHi Stephanie
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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Send automated email reminders to vendors to pay outstanding advertising invoices.
It would be great if Box+Dice could send automated email reminders to vendors reminding them to pay outstanding advertising invoices, triggered by days overdue.
2 votes -
note tagging between contacts & properties
When cross referencing buyers to a property, when you leave a note against a contact & tag the property in the note eg. @42 Croanna Street Rye <- then it creates a link. When tagging the property can that then place the note in the properties notes & link back to the contact?
2 votes -
Emailed Trust Receipts - different templates
Would be good if we could have different template messages when emailing out trust receipts - current one is very vague and we must manually alter every one.
12 votesHi Supporters
The Product Team are reviewing your suggestion
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View Rental Listings via the mobile app
Currently it isn't possible to view or edit rental listings on the mobile app.
It would be nice if this was possible, to be able to make rental listing updates such as price changes and status updates (e.g. changing from Current to Leased) whilst out of the office.
6 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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