Email Colour Coding needs a new colour for either of the 2 red options
As Red can be either of 2 things someone has opted out of receiving any emails from us/we have set it not to contact someone, like for instance a property where we had the tenants email for arranging viewings but once a sale was agreed, we moved their
New Description Layout
The new page is much better but we cannot use the TAB key to enter the measurements for rooms etc anymore... :(
EPC - Exempt
Hi We sometimes sell park homes which are EPC exempt - Please can you add an option to make the property exempt from EPC requirements. thanks Emma
Bouncing email Notification
It would be REALLY beneficial when an email has a bouncing address (which happens often) that we get an immediate notification alert and not have to go into the event reporting to check every time you send something to a new person. Just a large alert
Chain Details Page
Hi, It would be really helpful is we could add more context to the Chain Details Page, there's a lot of key information missing that would be really helpful to have all in one place (I have attached a basic mock up) It would be great if solicitors details
List of transaction by solicitor
Could there be a way to create a list of transactions linked to a specific Solicitor? So you can just click into the record and see what they are dealing with?
Add Residential Property Portfolio as a Property Type
We sell portfolios (as well as single units) and this property type would be a big help.
Update EPC Types as per Government Types
Hi, in the UK Goverment websites there are just two types: 'England, Wales, & Northern Ireland' and 'Scotland' (See image attached. Please, add 'Northern Ireland' to the Rezi EPC Types so it's acording to the Goverment guidance. Thanks.
Create Own Pack Type
In Rezsipost, it would be good if we had the ability to create our own pack types. We can't do that currently so everything that doesn't fit into the already created pack types goes into Ad-hoc, which isn't great.
How many estate agents with rezi use community to vote or ideas
Just wondering as this is the way to suggest idea and is only acted on if other agents with rezi vote and never response from rezi so could every agent who uses community or knows it exist votes to see if ideas are actually looked at.
Salutation Box
A specific box on the group for Salutation - the group name and the first/last name merge fields dont always give enough scope for how you actually address a letter, especially if the primary contact is a different order from the group names? Example
Need to be able to go back to fallen through sales progression screens for information
We are aware of how to go back to a fallen through sales progression page or completed but a little complicated and not just a simple click of the button if there is no new current accepted offer on a property. However if we accept an offer and have a
Call if Fall Through and Note of interest
Maybe everyone can jump on this to give me some suggestions as to how to handle this on Rezi England set up as we havent worked anything else out yet. Example - Mr and Mrs Smith view a property, they are not yet under offer but would like to be kept
Sales Progression stand out note box for putting urgent notes re purchaser on holiday and email only for example
We could do with a separate note box on sales progression page just for things like purchaser on holiday dates email only during this time or things simlar just an important message box that people can see rather than scroll down all the notes, like on
ID Documents
Please can you make the ID document section open so we can place purchasers ID in there as well and not just the vendors in accordance with AML regulations
Attachment to emails
It would be so good if in rezi we good attach documents to emails being sent for example when a tenant is moving in sending them a copy of gas check, electric checks or when these are being renewed when in a tenancy. Would also be helpful in lots of other
Tenancy Start Date
There is no where to have tenancy start date on details of agreement as if there is a renewal tenancy it changes this date to the date of renewal as opposed to leaving the date of start of tenancy. Should have a date field for start of tenancy when initial
Need a filter for service level for tenancys
There is no filter level for let only, rent collection, fully managed tenancy yet there is one for rental intervals is it possible to have this please.
Secondary Email
Hi, there is there any option to add a secondary email field to an applicant/company. It would be helpful to have this in various examples: Solicitors - would be helpful to have main email for solicitor and then a secondary email or CC email for their
DOB Field
Hi Is there anyway we can add a date of birth field to the applicant record somewhere, we do electronic ID checks and need to obtain DOB's but there's nowhere specific to actually record these at the moment in readiness for their ID Checks. Maybe an
Diary Print out
We have viewers that still like a printed diary in their hand as they go to appointments, especially if there is a lot back to back at one property as they dont feel it looks great always checking the phone for the electronic diary entries. When we print
Recurring appointments
It would be really beneficial to have a recurring appointments facility on the diary as some staff work different days which can change. Just an easier visual on the day.
Linking tasks to show on applicant, vendor, offer, tenancy records
Is there a way we can link task with the actual applicants, vendors, offers so on these records shows that there is a task for these. We are really struggling on rezi with no available real next contact system, we have made up our own but if we are busy
Edit exclude
A feature on DezRez which has not transferred to rezi was edit/exclude. This allowed you to stop an applicant from receiving a particular property in mail outs. This was useful to prevent vendors receiving their own home or people receiving homes they
Vendor as a Company Type
Hi there. A lot of vendors, that we deal with, own the property in a business name. It would be good to have this classification added.
Applicant Property Search Matches
When matching applicants to a new instruction and sending out, it would be really helpful to have an additional filter where you can add additional price ranges. For example, if a house is marketed at £1.2m but requires work it may appeal to applicants
Non-binary
Hello, We have had a call from a person who identifies as non-binary and found it offensive that there were no options on Rezi for MX or to leave the title blank. Please can this be looked in to and MX be added to avoid any further upset with people who
Messaging System
Morning The messaging system is very rudimentary - there is no date attached so just appears as 'Monday at 4.15pm' but that could have been Monday 3 weeks ago! Can you look to add a date as to when the message was sent? Also you cannot seem to delete
Default settings for Notes & Activity
Morning Suggestion from a colleague - could the notes and activity page on each property have a default setting to just show the notes rather then include all the actives and milestones? Then you can opt to include the other bits? Thanks Emma
Widget Fields
Hi Could the estimated exchange/completion fields be used for a specific widget at all? its ok appearing on the pipeline widget that you can set up but there is a lot of info on those screens so a widget specifically for that would be very handy. thanks
Price display on property
When you accept an offer on the system, the advertised price disappears and is replaced with the accepted offer price. To find the original market price, you have to go to actions, price, and find the latest price there, or rely on the Market Appraisal
Status Filtering Options
Hi, Rezi doesn't currently allow you to filter between Fully Managed and Tenant Find. I would be useful to be able to do so. Fully Managed are properties that we deal with on a daily basis but Tenant Finds only on renewals. It would just be great to
Left Voicemail
Hi there, We all leave a lot of VMs :) I wonder if there can be a tick box to say Left voicemail? In general contact and all other record a contact options. Cheers Chris
Sales Tab
It would be HUGELY helpful if we could have a Sales tab in addition to the Viewings/Offers tabs etc. Currently if a sale completes/falls through, that sale just vanishes and if we wish to locate information/previous sales info then we have to trawl back
Diary Entry Options
In the type for the diary entry where it has viewings, appointment etc it would be good to be able to customise this and be able to include property inspection.
Sending emails on behalf of colleagues
It would be really helpful to be able to send emails on behalf of a colleague - and when you select the option for the email to be signed off from your colleague it would be amazing if the email could be sent from their email address so that the recipient
Merge Field on Rezi - Property Status
Hi, me again :) Our previous system used to allow us to print a list of properties showing their status online - so if they appear on Rightmove/OTM as 'Under Offer' or 'Sold' - as this is something the system does anyway, could the marketing status become
Offers - Revised Offer
Sometimes we have situations where the initial offer hasn't been declined technically by the Vendors but the buyer comes back to increase their offer. At the moment, all we can do with offers is leave pending, accept, withdraw or decline. In the scenarios
Cancelled viewings filter?
can there be a cancelled viewings filter for setting up widgets? its something we could do with keeping an eye on
Additional Free Notes on Property Search
would it be possible to have some kind of freehand notes box on the property search - not for something to be searchable but to keep a record of any other comments made while discussing with clients what they want.
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