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EagleCRM

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38 results found

  1. 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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    0 comments  ·  Other Feedback  ·  Admin →
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  2. Invoice Amount & Unit Price to be inclusive of GST/Tax

    3 votes

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  3. Two Way Sync with Property Tree

    Listings created manually in Eagle:
    1. Cannot be retrospectively tagged as PT listings
    2. May re-import as drafts if corresponding PT listing exists.

    Would be great if a listing was created in Eagle, we could sync back to PT and have it link with the existing listing in PT to then pull back across all the data without the need to push from PT or manually add the data in Eagle.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. See All Prospecting Areas on the Map View

    3 votes

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    0 comments  ·  Propspecting  ·  Admin →
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  5. 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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  6. Call Log Not Requiring a Note Before Saving

    2 votes

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  7. 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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  8. 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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  9. 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

    1 vote

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  10. Add Multiple contact as Vendor when creating a Ledger For Trust accounting

    1 vote

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  11. Regarding the Unsubscribe Link

    We have a query with how people unsubscribe to receiving newsletters etc. from us.

    We have noticed that when we send out newsletters, we seem to get quite a few people unsubscribing from bulk communications - some of whom we know didn't want to totally unsubscribe from information being sent.

    Our boss receives copies of our emails/newsletters and had a look at the Unsubscribe button.

    He thought it was quite confusing to have to 'untick' instead of 'ticking' what they want to unsubscribe to. We think that people sometimes only want to unsubscribe to a particular newsletter we send out…

    1 vote

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  12. 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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  13. 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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  14. Generating a QR Code to redirect potential buyers to a listing in Eagle

    Feedback received from Paul

    1 vote

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

    1 vote

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  17. 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

    1 vote

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    Ready for Votes  ·  0 comments  ·  Sales  ·  Admin →
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  18. 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,…

    1 vote

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