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EagleCRM

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20 results found

  1. Advertising to be Arrange via Alphabetical

    Under the advertising on the admin section client mentioned the advertising is not showing alphabetical order and want to have that feature added on the list of arrangement to easily find the items

    4 votes

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  2. Adding New Address under "Add Ownership" option in Contact Profile

    When clicking on "Add Ownership" and typing in an address on the Addresses drop down field that is not added yet, Clicking on new address should add the address typed on the drop down field. Also when the Add New Address Window appears and clicked outside the box, even if the window disappears, it should not delete anything typed in on the fields on this window.

    3 votes

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  3. Implement a Key Register

    Implement a Key Register within Eagle CRM to track the collection and return of property keys by tradespeople, owners, agents, and other authorised parties. This feature would provide a clear record of who has possession of keys at any given time, when they were checked out, and when they were returned. Similar to the functionality used in property management, a key register would improve accountability, enhance security, and ensure accurate records are maintained for all key movements.

    3 votes

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  4. Include email to purchase on the Account Sale field

    Email to purchaser and email to purchaser's solicitor is not visible on the list on the contract section page

    3 votes

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  5. Vendor Report Feedback

    I am writing to request a feature enhancement for our vendor reports to better track lead management. Could you please add a "status" or "actioned" indicator to the REA and Domain email enquiries extracted in these reports?

    Currently, the report shows when enquiries are received but does not indicate if an agent has followed up. This prevents us from seeing the true status of our information and agent activity. Adding a feature to show that enquiries have been actioned would be much appreciated.

    2 votes

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  6. Being able to manually add dates within date fields, Ownership date - Sidebar

    Hi,

    I wanted to suggest a potential improvement to the ownership date section when adding properties.

    Currently, the field requires selecting a date via the inbuilt calendar. It would be really helpful if users could also manually type in the date instead. The current process can be quite slow and fiddly, especially when switching between other tools or websites like PriceFinder.

    Allowing direct input would make the workflow much more efficient and user-friendly.

    Thanks for considering this enhancement.

    2 votes

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  7. Adding Date/Time to Notes & Email Manually

    Adding Time and date on the email & other notes to the listing.
    This will make the process of saving correspondence easier to read and working out of eagle will be easier to maintain.

    3 votes

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  8. CSV type in in downloading Reports

    In Admin > Reports, reports should have csv type of file that can be downloaded aside from pdf.

    3 votes

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  9. Listing Expiry Date

    Client emailed us regarding the listing expiry date which has only have 120 days inside our Eagle CRM Specifically found on "listing details tab " client would like to increase more than the time line available their

    2 votes

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  10. More Information on Audit Log - Add Listing Information for Inspection Changes in Audit Log

    When checking Audit Log for Inspections, it does not indicated which property the inspection is related to. Having visibility with either the Property ID where it is created or at least details which property its created/updated or deleted will help us keep track of any changes done.

    2 votes

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  11. Interest Level Not Interested would automatically unsubscribe a contact to a property or add automation triggers for inspection interest

    Can you please make it that when an inspectee is 'Not interested' they are automatically unsubscribed from that property
    Or add a way to add this as an 'IF' in automations.

    2 votes

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  12. To be able to save manual input for Contact Source within Contacts

    Client has an issue within Eagle when he added a contact source to his contact it does not show the added source example "Paid Lead" to the next contact on the source dropdown list. Client would like to add the contact source on the dropdown so he don't need to manually input the source again to the next contact he wish to add the source they created

    2 votes

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  13. Add Multiple contact as Vendor when creating a Ledger For Trust accounting

    3 votes

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  14. Regarding the Unsubscribe Link

    We have a query with how people unsubscribe to receiving newsletters etc. from us.

    We have noticed that when we send out newsletters, we seem to get quite a few people unsubscribing from bulk communications - some of whom we know didn't want to totally unsubscribe from information being sent.

    Our boss receives copies of our emails/newsletters and had a look at the Unsubscribe button.

    He thought it was quite confusing to have to 'untick' instead of 'ticking' what they want to unsubscribe to. We think that people sometimes only want to unsubscribe to a particular newsletter we send out…

    2 votes

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  15. Including a column for Days On Market via Contacts > Download Excel

    Feedback was received from Steven Jeffery from AWN

    As per Steven:
    ”Via Contacts > Download Excel

    Please include a column for Days On Market

    This will pull the days on market data that is held on the listing and bring it into the contracts Excel spreadsheet.”

    2 votes

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  16. Allow Reports to be downloaded on Portrait/Landscape

    For invoices/documents on Eagle to be downloaded on landscape as an additional option

    1 vote

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  17. Adding a registration screen before users can access the listing document sharing link/documents

    I am wondering if it's possible to create a registration screen when we share the property files via an online link? At the moment, buyers get instant access. Can we collect details before unlocking the files? Ideally, we can then track buyer activity i,.e, what files they click on and the number of times (post registering to access the files).

    1 vote

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  18. Generating a QR Code to redirect potential buyers to a listing in Eagle

    Feedback received from Paul

    1 vote

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  19. Add supplier invoices to the advertising items on a property

    This is to record which invoice the item was in, paid/awaiting payment on'

    1 vote

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  20. Pipeline should show the following Probability of Conversion (%) Estimated Commission

    1 vote

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