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EagleCRM

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65 results found

  1. Two Way Sync with Property Tree

    Listings created manually in Eagle:
    1. Cannot be retrospectively tagged as PT listings
    2. May re-import as drafts if corresponding PT listing exists.

    Would be great if a listing was created in Eagle, we could sync back to PT and have it link with the existing listing in PT to then pull back across all the data without the need to push from PT or manually add the data in Eagle.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Invoices

    When looking at a property invoice, unless you access it via a property, you cannot see what property it relates too. So would be good if on the invoice when viewing on the side tab or somewhere the property that it sits under / is related to was tagged.

    1 vote

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  3. Visibility over listings

    We’d like each agent’s EA to have access to the agent's specific contracts, without visibility over the wider team’s contracts.

    At the moment, because EAs are not listed on properties as an agent, the “view your own contracts” setting doesn’t meet this requirement and the other option allows them to view all contracts which we dont want. So option to be able to add staff / team members to view their teams contracts

    1 vote

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  4. Automation for deleted Listings

    An automation that if a property is deleted, we are emailed regarding it with the address and who deleted it

    1 vote

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  5. Not importing all vacant properties into eagle

    It would be good to have a button in Property Tree when you dont want properties importing into Eagle, example - new file you are collecting from another agent - we don't want to have this in eagle as we dont want to enter the tenant via Eagle and then have to go and cancel letting fees etc etc

    1 vote

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  6. Only showing listed properties in Listings

    It would be good for a way to show Active/Listed properties only, not all the 'vacant' pulled over properties. Or a way to filter as such.

    1 vote

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    0 comments  ·  Leasing  ·  Admin →
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  7. archive tasks when property Let

    Having Tasks automatically archive once a property is let i.e. follow up references etc - will be no longer required if the property is now Let

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  8. EDM

    Would be nice for EDMs to be auto generated from a listing. If we can provide a template and AI to generate an entire EDM that would be great.

    1 vote

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    0 comments  ·  EMarketing  ·  Admin →
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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. Agents drop-down on Listing Details

    It would be nice if the list of agents in the drop-down were limited to only show agents in that office.
    Currently it shows all agents in all offices making it difficult to know which agent is the correct one, when we have agents in Multiple Offices

    2 votes

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  12. 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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  13. 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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  14. Add Multiple contact as Vendor when creating a Ledger For Trust accounting

    3 votes

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  15. 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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    1 comment  ·  Other Feedback  ·  Admin →
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  16. Archive (rather than Delete) Users

    When users are deleted, all the notes and previous history for that user looses any relationship to this user, e.g a Note would be assigned to someone else OR would not be attached to any user.

    This causes issues when legal matters arise, and agencies need to show what a particular deleted user did in the past. If they keep the user, they are charged for them.

    Box & Dice handles this by marking users as Active or Inactive, and they are charged based on Active users. This enables all the data to still be assigned to the Inactive user,…

    4 votes

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  17. Excluding Vendors/Contacts on Automation based on property status

    When the trigger "Schedule an Automation" is used, add an "If" step or any additional trigger/option on the automation to set it to automatically exclude contacts/vendors based on the property status, etc.

    2 votes

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

    Feedback received from Paul

    2 votes

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  19. 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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  20. 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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