Version 9.2 of the Box and Dice web app has been released to 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
Filter contacts by Reasons to Call
We’ve made it easier to find the contacts who have a genuine reason for follow-up right now. On the Contact screen, there’s a new Reason to call (RTC) notification filter under the General category, giving users a more reliable way to narrow their contact list based on active Reasons to Call.
Users can filter for contacts with any current RTC notification, or narrow the results to a specific trigger, such as a contact being added as a buyer to a listing, attending an inspection, or being linked to relevant sales activity. This makes it much easier to build a focused call list instead of scanning through a broader database and trying to work out who needs attention.
AML Checks for Sales Appraisals
We're making it easier to complete required checks earlier in the sales process before the listing authority is signed or the appraisal is converted into a sales listing. In the AML Check modal, sales appraisals can now be selected alongside current and unsettled sales listings, and on individual Sales Appraisal pages, AML buttons will appear next to each Appraisal Contact, matching the experience already available on Sales Listings. For teams who need AML completed before a property moves further through the listing journey, this gives them a more natural place to start the check, reduces the need to wait until listing stage, and helps support a cleaner, more compliant workflow from appraisal through to listing.
Column view of Tasks
We’ve introduced a new Column view for tasks on Appraisals, Contacts, and Listings, giving users a clearer way to work through task-based workflows from start to finish. Instead of viewing every task in a single table, tasks can now be grouped by Task Template, making it easier to see what belongs together and move through each stage of the process in a more organised way.
Users can switch between the new Column view and the existing Table view, depending on how they prefer to work. In Column view, each task group appears as its own column, with individual scrolling and the Task Group name shown in the header. Tasks that don’t belong to a group appear in the first unnamed column, while newly applied Task Templates are added to the end by default. If the order needs adjusting, users can drag and drop task groups into the right position, making it easy to place new templates exactly where they belong.
To make progress easier to understand at a glance, each column also includes a progress bar showing the percentage of completed tasks in that group. Hovering over the bar shows a quick summary of how many tasks have been completed out of the total. Key actions like Show/Hide Completed Tasks, Add Task, and Apply Task Template remain close at hand, so users can keep managing tasks without switching context.
For teams using Task Templates to manage listing, appraisal, or contact workflows, this gives everyone a more visual and structured way to stay on top of what has been done, what still needs attention, and where each task fits in the broader journey.
Auto Alerts now appear in Notification Centre
We’ve brought Auto Alerts into the Box+Dice Notification Centre, giving users another way to stay across important updates without relying only on their email inbox. Auto Alert actions can now create an in-app notification alongside the existing delivery options, with updated choices including Notification + Email, Notification + SMS, and In-App Notification.
This is especially helpful for users who receive Auto Alert emails but don’t have permission to manage the alert themselves. Previously, if those emails were no longer useful, they usually had to ask an Admin to make changes or take the easier but more damaging route of marking the emails as spam. To give recipients more control, Auto Alert emails now include a “Stop sending me emails like this” link. Selecting it will switch that notification type to in-app only, so the user can still stay informed in Box+Dice without continuing to receive the email.
If they change their mind, Notification Centre will show a prompt to “Resume emails for this notification”. Selecting it will restart the email alerts and remove the prompt.
This gives users a cleaner, more flexible way to manage how they hear from Box+Dice: fewer unwanted emails, less inbox noise, and a better path for staying informed through the channels that suit them best
Things We've Improved
- Connect Task Template item to a listing contact. We’ve made Task Templates more reliable for Sales Listing and Sales Appraisal workflows that generate an Email, SMS, or Letter from a Library Template. When setting up these Task Template Items, users will now be asked to select a required Task Contact, so Box+Dice knows who the communication should relate to. For Sales Listings, this can be a listing role such as Vendor, Purchaser, or Solicitor, or a specific contact selected from a searchable dropdown. For Sales Appraisals, users can choose Appraisal Contacts or a specific contact. This helps linked Library Templates generate more smoothly when Task Templates are applied to listings or appraisals. We’ve also renamed Description to Task Subject, and added an optional Task Note field for extra instructions or context.
- Assign Task Template item to a Consultant Group. We’ve made Task Templates more flexible by allowing task template items to be assigned to a Consultant Group, rather than a single person or role. This is useful when responsibility sits with a team, such as admin, marketing, or compliance, and it doesn’t matter who completes the task, as long as someone does. When a group is selected, the task will appear in each group member’s Task Manager, and membership changes will automatically update who can see and action the task. Once completed, the task is cleared for the rest of the group and recorded against the consultant who completed it, helping teams share responsibility while still keeping accountability clear.
- New ACLs for Tasks Workflows and Company Task Templates. We are giving offices more control over who can edit shared workflow setup. Personal task templates remain available to all users, but company-wide templates and workflows can now be restricted to authorised users only. Users without the required permissions will still be able to see where these options live, but edit actions will be greyed out with a hover message explaining they are not authorised. These permissions will be granted to all roles initially, so existing access is preserved at release. From there, offices can tighten access as needed, helping prevent accidental changes to shared templates and keeping company-wide workflow management in the hands of the right people.
Things We're Working On
- Lead Flow Prospecting enhancements, including adding market insights into our Call Sheet.
- Integrating our AML module with MRI's 3rd party AML Provider partners, including configurable safeguard options like "Prevent entering Unconditional date if Vendor and Purchaser AML is incomplete."
- 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.
- Enhancing 'Email Designer', our new drag and drop email template builder, including supporting older versions of Outlook.
- Natural Language filtering on the Contact Search screen
- A new feature to identify the Active Buyers in your database
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