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EagleCRM

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65 results found

  1. When sending the email campaign only email once if there are duplicated email address for multiple entries

    When sending the email campaign only email once if there are duplicated email address for multiple entries. Do not send the same email address twice.

    3 votes

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    0 comments  ·  EMarketing  ·  Admin →
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  2. 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.

    4 votes

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    0 comments  ·  Other Feedback  ·  Admin →
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  3. 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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    0 comments  ·  Other Feedback  ·  Admin →
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  4. 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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  5. Contract - Commissions Tab Summary Report

    On a Contract Under the Commissions Tab, Summary only shows Ex GST and would like to be able to have the summary to shows Incl GST as well as an option.

    6 votes

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    0 comments  ·  Accounts  ·  Admin →
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  6. 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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  7. Tag users on notes, calls etc

    Have the ability to Tag another team member/ user on Eagle when leaving a note or comment against a contact, property or deal so they get an email or alert that a note or comment has been created that they need to know about.

    6 votes

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    0 comments  ·  Users  ·  Admin →
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  8. 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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    0 comments  ·  Other Feedback  ·  Admin →
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  9. Add a Default Form under REI Forms/Live Realworks for Appraisals

    Client was wanting to have the template that they use to be the first one to come up when they are sending the form (specifically Form 6) on Eagle this way. There is currently 7 Form 6's to select from and would be convenient to have the template that they always use come up as the first form on the options.

    3 votes

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    1 comment  ·  Appraisals  ·  Admin →
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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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    0 comments  ·  Other Feedback  ·  Admin →
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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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    Ready for Votes  ·  0 comments  ·  Sales  ·  Admin →
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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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    0 comments  ·  Other Feedback  ·  Admin →
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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. 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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  15. 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

    1 vote

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    0 comments  ·  Mobile App  ·  Admin →
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  16. Add Multiple contact as Vendor when creating a Ledger For Trust accounting

    3 votes

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  17. 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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  18. 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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  19. 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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    0 comments  ·  Automations  ·  Admin →
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  20. Generating a QR Code to redirect potential buyers to a listing in Eagle

    Feedback received from Paul

    2 votes

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