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EagleCRM

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51 results found

  1. Pulling tenant information from Property Tree

    It would be good if there is an active tenant in Property tree that Eagle pulls their name and information the same way it pulls Owner details. This would save manually having to enter tenants when listing

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  2. Draft view before emails send

    It would be good to view the text / editable option before the emails send when dropping applications down to 'approved' or awaiting payment etc - so we can add in any further information or simply check its correct before it sends. - might accidently hit wrong drop down, a preview would assist in that scenario too.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  3. 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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  4. 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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  5. 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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    0 comments  ·  Other Feedback  ·  Admin →
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  6. 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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    0 comments  ·  Mobile App  ·  Admin →
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  7. 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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    0 comments  ·  Other Feedback  ·  Admin →
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  8. 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.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  9. Generating a QR Code to redirect potential buyers to a listing in Eagle

    Feedback received from Paul

    1 vote

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    0 comments  ·  Other Feedback  ·  Admin →
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  10. Add supplier invoices to the advertising items on a property

    This is to record which invoice the item was in, paid/awaiting payment on'

    1 vote

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  11. Pipeline should show the following Probability of Conversion (%) Estimated Commission

    1 vote

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