What's new in Eagle

• Added deal count and deal value total to Pipeline stage columns when in the ‘board view’. Use these totals to get quick insights as to how much potential revenue and how many deals you have at each stage

• Upgraded the ‘Send vendor reports’ and ‘Send landlord reports’ automation action to send reports based on listing segments. Use this to scope which vendors or landlords you’d like to receive reports by the automation. eg. exclude vendors of commercial or business listings by only sending reports to vendors in the ‘Residential listings’ segment

• Added more granular export permissions. Previously we had a single permission to grant access to export all data. Now you can set whether a user has access to export addresses, appraisals, listings, contracts, contacts and tasks independently of each other. Any users who already had access to export all data have been granted the new permissions (same permission level).
• Added a new ‘Commission contributed’ column total to the Admin > Reports > Agents Commissions report
• Upgraded the ‘give access to see’ automation action (released 2 sprints ago) to be able to give access to ‘all listing agents’ of a listing
• Added our new and improved sidebar to the Projects screen. In this sidebar update we’ve also introduced the ‘Associated deals’ sidebar widget which will also be rolled out to other sidebars in future updates.

Mobile app

• Caller ID for iOS has now been merged into the Eagle CRM app. Merging the apps now allows automatic caller ID sync for iPhones. Once you have setup Caller ID within the Eagle CRM app (iOS only), you can safely remove the dedicated Caller ID app. Android users will need to continue to have the Caller ID app installed, however we will be completing the merge for Android in a future update. Visit our help article to setup caller ID for iOS.

• Added the ability to create ‘Pay Later’ VPA Rello payment requests to be paid to trading accounts in addition to trust accounts. Previously this could only be funded to trust accounts.
• Added a Tenancy widget to the new Listing sidebar, allowing you to see current and past tenancies on the listing

Mobile app

• On the Owner/s tab of an Inspection
  • Updated the owner report button to say ‘Send inspection report’
  • Set the default email template to be the ‘Send inspection report to owner’
  • Set the inspection report to be attached by default, with the option to also attach the full owner report

• Added a new field ‘Lease start date’ to rental listings when updating to Let. Update this field to increase conversation rates on utility commissions and to ensure that power and utilities are connected for when your tenant moves in. The ‘Lease start date’ field is used when sending leads to Compare & Connect, Your Porter and Fast Connect utility integrations.
• Created a new automation action ‘Give access to see’. This is useful for ‘closed’ offices where contacts and notes are not shared with other users by default. With the give access automation you can automatically share contacts, enquiry notes, inspection attendance notes and offer notes with other specific users in your account.

Mobile App

• Released our new mobile app dashboard, more info here
• Released additional widgets to the mobile app dashboard
  • Contracts widget - View contracts with key dates that are either due today or have been completed today (shows contracts where you are the agent on the listing)
  • Enquiries widget - View enquiries that have been received today (for enquiries assigned to you)

We’re happy to announce the release of our new Dashboard in the Eagle CRM mobile app, providing a quick summary of what’s happening today.

The new mobile dashboard shows a summary of your Tasks, Inspections, Events and Deals for the day. Each widget shows the most upcoming 3 records and allows you to quickly access the full list by tapping on each dashboard title or the more button underneath. You can also access individual records by tapping directly into them.

The dashboard widgets can also be reordered to your liking by holding and dragging on the reorder icon in the top right corner of each widget.

For future updates we are exploring the addition of more widgets (eg. contracts, enquiries etc.), more controls around timing (eg. upcoming and recent) as well as filtering by user.

We welcome and encourage any feedback you have as we build out this new screen in the app.

• Released our new listing sidebar, more info here
• Added additional legal name mapping to REI forms
• Updated the default Rello payment request expiry to be 7 days instead of 30
• Introduced single sign on (SSO) to Propps integration. Now when you go to the Propps tab within a listing you can sign into Propps using your Eagle user login

With this release we’re excited to introduce a new and improved sidebar for Listings, making it easier than ever to manage Listings and see important information at a glance.

The new listing sidebar shows much more listing information in the sidebar, including listing agents, auction information, listing expiry, days on market, associated project, created at date/time, last updated at date/time and much more. Fields only show if there is data saved in them so you only see fields that are relevant to the listing. You can also easily add and remove vendors/landlords right from within the sidebar, as well as hovering over the the vendor/landlord avatar to access the tooltip to quick launch notes/emails etc. to your owner.

The sidebar follows the same new styling and functionality previously added to the contacts, addresses and appraisals sidebars, giving much more information at your fingertips and making it quick and easy to access associated records.

• Introduced custom fields to the buyer table, more info here
• Added contact enquiry lists to the ‘modern’ activity feed for projects and project stages
• Added a new ‘Commission Contributed’ column to the Agents Commissions report. This is the amount of commission the agent contributed before the agent split is applied.

Mobile app

• Updated all phone number fields to use the numpad keyboard layout by default

With this release we introduce custom fields to the buyer table, giving you ultimate flexibility to choose what information is shown in your buyer table.

As with the existing column settings, any changes to displaying or ordering custom fields only applies to your own user account, giving each user the flexibility to configure their buyer table to suit them.

If you’d like to display any of the information captured in a custom field on your online owner report, please contact our support team for a quote to create a custom owner report template for your account.

• Released new integration with Compare & Connect, a utility connections provider in Australia, more info here
• Released new integration with Fast Connect, a utility connections provider in New Zealand, more info here
• After typing a name, email or phone into the global search, if no contact match is found and you click ‘Add’ to add a new contact, the information already entered in the search will now pre-fill in the new contact form
  
• Added a new Automations widget to the Deal screen. This will show all automations associated on the deal the same way the automation widget shows in other sidebars (eg. on a contact)
• Added a new ‘do not contact’ subscribe option. This can be enabled by editing the contact in Eagle, or the contact can self serve by clicking the Unsubscribe link at the bottom of emails. When the 'do not contact' checkbox is ticked, the contact will be unsubscribed from all communications. The only communications the contact can receive are those sent manually by a user. If a contact with 'do not contact' enabled subsequently enquires on or inspects another property, the Property Notifications will be enabled for that property only. View our help article to read more about contact subscribe settings.

It’s been a busy couple of months for us here at Eagle, and we’re excited to tell you all about what we’ve been up to, and what you can look forward to in the coming months.

Watch our on-demand webinar, as presenters Luke Paverd, Peter van de Paverd, and James Ramsay discuss the latest feature releases over the last quarter.