Version 7.1 of the Box and Dice web app has been released to all clients.
You can check your version below the 'Help Centre' icon in the bottom left corner of your Box and Dice System.
Things We’ve Made
- We have created a new ACL (Access Control Level) to restrict which users have access to the Contact importer. This was a request raised by a user via User Voice. Only users with the new 'Import Contacts' ACL will be able to click on the 'Import' button on the Contact screen and trigger the process to bulk import external Contacts. Restricting this access could be especially important in the scenario where a new staff member joins and you wish to prevent them uploading Contacts from the previous agency they worked at.
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The 'Email2' field on a Contact has been renamed 'Secondary email'. We have added 'Secondary email' as a column on the Contact Search screen, and a new search filter allows you to identify Contacts that do (or do not) have a secondary email address recorded. This was another request added to User Voice by a manager who encourages her team to collect both personal and work emails of Contacts in their system.
- We have created a new 'Activity Office' sub filter, allowing you to narrow down your filter results to only those activities related to a specific office. For example, you could scope only those Contacts that have an Activity Type of 'Owner' that have been created by users from your office.
- Similar to the above, we have added a 'Category Consultant Office' sub filter for the 'Categories' filter, that allows you to identify all Contacts that have a Category set by a member of your office. This could be used to identify any Contact recorded as a 'Buyer' by one of your office colleagues. The returned results could then be used in a marketing Blast campaign or converted to Appraisal Leads in our soon-to-be released Prospecting module.
Things We’ve Improved
- When selecting an email recipient from a Contact screen, you can now see additional Contact information display in a pop up, to help ensure you have selected the correct recipient.
Things We’ve Fixed
- In some instances, a duplicated email was being sent out when triggered by a Task. This has been fixed.
- We have run a migration so that all users who have the ACL Accounting > Trust > Edit are given the Contacts > Contact Details > Bank Account Details > Edit ACL. This migration will only be run if you have not updated the default roles who have the Bank Account Details > Edit ACL. This is in preparation for the rollout of mandatory two-factor authentication for Accounting users and aligns the users who can view and edit a Contacts bank account details.
Things We’re Working On
- Security enhancements
- The ability to link a Contact filter with a Prospecting Lead List
- Surfacing REA leads in Box and Dice
- PropertyTree integration with Box and Dice
- AI-generated advertising copy
- Displaying a buyers 'Buyer Readiness' rating, as provided by REA
Did you know that you can raise Feature Requests directly to the Box and Dice team through User Voice? You can also vote and comment on requests other users have made if you also think they are a great idea. Access User Voice here: https://mri.uservoice.com/forums/938634-box-dice