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EagleCRM

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7 results found

  1. 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 →

  2. See All Prospecting Areas on the Map View

    Problem Statement

    Currently, prospecting areas must be viewed individually, making it difficult to gain an overall understanding of coverage, identify overlaps, or assess gaps across multiple prospecting areas.

    Suggested Enhancement

    Provide an option to display all prospecting areas on the map simultaneously. This would allow users to view every defined prospecting area in a single map view, with each area clearly outlined or colour-coded for easy identification.

    Business Benefit

    Provides a complete overview of all prospecting areas at a glance.
    Helps identify overlaps, gaps, and duplicate coverage.
    Improves territory planning and management.
    Makes it easier for managers to review consultant…

    3 votes

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    0 comments  ·  Propspecting  ·  Admin →

  3. Contact to auto-populate when creating AML check on property

    When creating an AML check in Eagle, if the vendor contact has been added to the property listing then I click ‘Create AML check’, the contact should auto-populate in the Contact section of the pop up box (currently it is blank and the contact needs to be searched and added).

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  4. Property Search & Filtering

    When sending an email, SMS, adding a note or linking activity to a property, Eagle often returns a long list of historical listings, including properties sold many years ago. This makes it difficult to quickly find the correct property and creates a real risk of attaching activity to the wrong listing.

    Suggested Improvements

    Prioritise draft and active listings and current property records in search results.

    Allow users to filter by Draft Active, Sold and Archived properties.

    Improve search ranking so the most relevant result appears first. The current search process is inefficient and unnecessarily increases the risk of user error.

    2 votes

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    0 comments  ·  Sales  ·  Admin →

  5. Export to PDF from Appraisals Screen

    Currently on the Appraisals Screen you can only export to CSV. On the listings screen you can export to PDF. It would be great if we could export to PDF from Appraisals also

    1 vote

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    0 comments  ·  Appraisals  ·  Admin →

  6. Set time on date based automation triggers

    For date-based automation triggers, can we have a ‘time of day’ option to trigger them?

    For example, when a contact goes unconditional, the trigger is either 1 day before the Unconditional Date or 5 days before the Settlement Date.
    This would also provide an option like "Time of day to send" Enter time 00:00:00.

    This is when you setup an automation via CRM > Automations > Add New (or edit an existing trigger)

    This is to address the issue that currently, when dates are set, they do not set a time, e.g., dates on a contract, end up with odd…

    1 vote

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    0 comments  ·  Automations  ·  Admin →

  7. Mark Prospecting area as completed

    As a user of the Prospecting Module
    I want to be able to mark the prospecting areas as completed
    So that I can better manage the areas I need to work on

    1 vote

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    0 comments  ·  Propspecting  ·  Admin →
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