Version 8.13 of the Box and Dice web app has been released to Beta 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
New Task tabs on Contacts, Appraisals and Sales Listings
A new "Tasks" tab has been introduced for Sales Appraisal, Sales Listings, and Contacts, showing a streamlined table view and enabling sales admins and agents to focus on tasks within an expanded screen area.
Apply Task Templates in bulk via Contact Search
We've added the ability for users to apply a task template to multiple contacts at once, which is of particular benefit when you've filtered for all your My Contacts or Hot Prospects who have no future tasks currently assigned. The "Apply Task Template" option can be found in the "More" dropdown on the Contact search screen.
Bulk Emailing Contacts
We’ve introduced a new setting that lets you control how many contacts a consultant with the Bulk Email Contacts permission can email at once from the Contact Search screen. Set this to 0 if you want to completely remove the limit, or up to 99,999. Previously, bulk regular emails were restricted by a fixed limit, which forced users to rely on our legacy 'old' Library mail merge tool or use Blast for large marketing campaigns.
Things We’ve Improved
- We've introduced new ACLs allow you to restrict access to our 'old' Library feature. Previously by default all users could open the Contact Library with up to 500 records selected, and authorised users could access over 500. Now you have the following options:
- Open Contact Library with over 500 records
- Open Contact Library up to 500 records
- Open Library for an individual Contact
- Open non-Contact Libraries
- We've updated our Appraisal Contact Activities ACL to allow authorised users visibility of appraisal activities and listings associated with both their primary and authorised offices, instead of just their own office.
- We've created a new Cancel appraisal from my office or my authorised office(s) ACL, so that users can be granted permission to manage the appraisals they are responsible for but not for the whole group of offices.
- You can now restrict the number of search results displayed per page for different user roles and groups, enhancing data security. Four ACL settings are introduced: viewing 25, 50, 100, or 500 results per page. This applies across contact, property, appraisals, listings, and rentals search screens, and ensures flexible control over data visibility.
- We've improved the Task Manager to include filtering tasks by a particular task template and sorting results by template group.
Things We're Working On
- Anti-Money Laundering (AML) Customer Due Diligence checks for Vendors and Purchasers, with API endpoints to enable 3rd party integrations
- Custom Fields for Listings, Appraisals, Contacts and more, with a self-service settings page, enabling your team to record key business info in a structured format instead of buried in notes
- Notifications Centre, helping users to keep up to date without relying on your email inbox
- A Listing File Approval/Expiry process and File visibility controls, to help maintain SOI Compliance and protect sensitive documents from being inadvertently attached to emails.
- Compliance Listing Workflows, including 'Linked Actions' that can connect an 'Upload Authority' task to actions like 'Add File'.
- A new Drag and Drop email template designer
- Security enhancements and data theft features
Add your Feature Request to UserVoice
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