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EagleCRM

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38 results found

  1. Test Email feature for Scheduled Email campaigns

    If the test email feature from the Regular Email Campaigns could be implemented within the Scheduled campaigns to check and test emails.

    4 votes

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    0 comments  ·  Other Feedback  ·  Admin →
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  2. EDM Designs

    EDM design functionality is limited, requiring us to pay for a separate marketing module/component.

    3 votes

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    0 comments  ·  EMarketing  ·  Admin →
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  3. Symbols (Car, etc.) on Brochures

    Requesting for Brochures/DL Flyer to capture symbols(Cars, etc.) added on the listing description and brochure description fields. The fields under Images, Docs & Copy are text fields and brochures only show text added on the description.

    3 votes

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  4. Eagle Invoices to accommodate GST-inclusion within Prices

    Flootz raised during a call that several of their agents have requested for Eagle invoices to accommodate GST Inclusive pricing. Currently, even when GST Inclusive is selected, the system automatically adjusts the prices to be GST exclusive by default and then adds the GST amount to the subtotal.

    This setup is not ideal for their agency, as they would prefer the invoices to reflect GST-inclusive amounts in line with their internal billing process.

    3 votes

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  5. 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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  6. 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.

    3 votes

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    0 comments  ·  Accounts  ·  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.

    3 votes

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    0 comments  ·  Users  ·  Admin →
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  8. Invoice Amount & Unit Price to be inclusive of GST/Tax

    3 votes

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  9. See All Prospecting Areas on the Map View

    3 votes

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    0 comments  ·  Propspecting  ·  Admin →
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  10. 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

    2 votes

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  11. 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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  12. 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

    2 votes

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  13. 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.

    2 votes

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  14. 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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  15. 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.

    2 votes

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    0 comments  ·  Appraisals  ·  Admin →
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  16. 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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  17. 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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  18. 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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  19. 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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  20. Call Log Not Requiring a Note Before Saving

    2 votes

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