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EagleCRM

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11 results found

  1. Trade Me Web Portal Status Coming Soon

    Trade Me Property has created a new pre-list listing type called Coming Soon which will allow agents to publish a property to Trade Me before it goes to market. A Coming Soon listing:
    Runs for a fixed 5 days
    Carries no price or sale method
    Cannot be edited, extended, relisted or promoted after creation.
    Withdrawal is permitted and is unchanged.

    Please find attached a specification of how you can support agents with the adoption of this new functionality.  Note this functionality is specifically for Residential for Sale

    Please create a function in the CRM to clients to upload Coming Soon…

    1 vote

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    0 comments  ·  Sales  ·  Admin →
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  2. Important Contract Dates to Automatically Feed Through to Agent Calendars

    We would like important contract and compliance dates to automatically feed through to the relevant Agent/s’ Eagle calendars, similar to Open Inspection dates.
    Important key dates could include contract acceptance dates, finance due dates, building and pest due dates, settlement due dates, listing expiry dates, real estate license expiry dates, staff/team birthdays, other key contract or compliance dates.
    Agents generally plan their days using their phone calendars, so having key dates automatically scheduled in their Eagle calendar (which connects to their phone calendar) would make it much easier to track upcoming deadlines and plan accordingly. Currently, Agents can use automated…

    7 votes

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    1 comment  ·  Sales  ·  Admin →
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  3. SMS Suitable Property Alert

    Just like the suitable property alert automatically goes out to buyers that have suitable preference via email, have it automatically sent out via SMS also.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Property Alert emails - Create your own template

    For Property alert emails that go out, be able to have these go out on a custom template for your office. At present is generic and not best formatting. Would like the option to be able to create your own custom Property alert template

    2 votes

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    0 comments  ·  EMarketing  ·  Admin →
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  5. 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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    0 comments  ·  Other Feedback  ·  Admin →
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  6. 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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    0 comments  ·  Other Feedback  ·  Admin →
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  7. 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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  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. Add Multiple contact as Vendor when creating a Ledger For Trust accounting

    3 votes

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  10. 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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    0 comments  ·  Other Feedback  ·  Admin →
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  11. 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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