Custom Fields & Tags

Sales Process Management

Store your own unique data against records

Rex comes packed with a wide variety of default fields – however, all agencies approach customer service and management differently. You’ll probably require your own unique data to be stored against records. That’s why Rex supports custom fields: tags and data defined by you.

You have complete control over the data your agency requires, allowing you and your staff to input, find and sort the information most relevant to the way you work.

Set up your own custom fields for your records

Custom fields are any fields not already present in Rex. You can create your own custom fields to record extra details your agency uses, to fit your business needs.

Apply tags for richer records

Custom tag functionality exists so you can add any interesting snippets of information to a record. Then, you can filter by a specific tag and send a ‘personalised’ mass email to all contacts you’ve attached the same tag to – making it incredibly easy to send potential buyers with kids approaching school age a list of properties within the local school catchment, for example.

The value of your data is intrinsically linked to the volume that you store – tags allow you to build up a much richer record of your clients. When it comes to property, relationships are everything.

Search for records by tags or custom field values

Filtering contacts, properties and listings makes it easier for sales teams to more effectively and efficiently focus their efforts on a specific segment of customers, and track specialised information.

With Rex you can set custom filters and sort search returns alphabetically, by last added, by date, etc. It’s easy to find whatever you need – no matter how large your database.