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EagleCRM

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EagleCRM

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3 results found

  1. Log unanswered calls without mandatory notes

    When calling from the Eagle app or logging a call, selecting “Did Not Answer” or “Left Voicemail” should allow us to save without entering additional text.

    If a note is required by the system, Eagle should automatically insert “Did not answer” or “Left voicemail” based on the selected outcome.

    Additional notes should be optional. This would make logging call attempts quicker while still recording the outcome against the contact.

    1 vote

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    0 comments  ·  Mobile App  ·  Admin →
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  2. Quick appointment booking from any screen

    We’d like a “Book Appointment” button accessible from any screen in the Eagle app, making it easy to add an appointment while on a phone call.

    Clicking it should open the calendar so we can drag and drop the appointment into the preferred day and time and save it with minimal details.

    The contact, property address and appointment type—such as Private Inspection or Appraisal—could be added immediately or later. These details shouldn’t be required to save the booking.

    If opened from a contact’s profile, that contact should be automatically linked. The priority is to capture the appointment quickly, then fill…

    1 vote

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  3. Mobile App Feedback

    Mobile App > Inspections Tab > Please can we make it more clear you can toggle between Upcoming Inspections and Past Inspections

    Mobile App > Listing > Add 'Matching Contacts' tab onto the listings like we have on Appraisals

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