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EagleCRM

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25 results found

  1. Duplicate Address Management

    Eagle currently does not identify or warn users when a property address being created already exists within the database. As a result, our database has accumulated a significant number of duplicate property records over time.

    This creates several issues:

    Duplicate property records can lead to fragmented ownership, enquiry and contact history.
    Users may unknowingly create additional duplicates when searching for an address that already exists under a slightly different format.
    Database integrity and reporting become less reliable.
    Cleaning up duplicate records is currently a very manual and time-consuming process.

    Suggested Improvements

    Introduce a duplicate address warning when creating a new…

    1 vote

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  2. Invoices

    When looking at a property invoice, unless you access it via a property, you cannot see what property it relates too. So would be good if on the invoice when viewing on the side tab or somewhere the property that it sits under / is related to was tagged.

    1 vote

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  3. Visibility over listings

    We’d like each agent’s EA to have access to the agent's specific contracts, without visibility over the wider team’s contracts.

    At the moment, because EAs are not listed on properties as an agent, the “view your own contracts” setting doesn’t meet this requirement and the other option allows them to view all contracts which we dont want. So option to be able to add staff / team members to view their teams contracts

    1 vote

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  4. 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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  5. Listing Deletion User Permission

    Within Settings > Users > Edit > Permissions
    Please can we add a new permission under the Listings section for ‘Delete Listings’
    Having it unselected would prevent people from using the Delete button on the listing index page as well as being able to use the Delete status

    2 votes

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