What's new in Eagle

Now you can filter and sort contracts in more ways using advanced logic.

You can apply many filters at once using AND or OR conditions to drill down your results. For example you could find contracts with a 'settlement date after <today's date>' AND 'the listing agent is Mary Smith' OR 'the listing agent is John Smith'.

contract filters

Filter contracts by key contract dates and due dates. Examples include:

  • Find contracts where deposit has not been received
  • Find contracts that are not yet unconditional
  • Find contracts without a settlement date set
  • Find contracts that settled before and/or after a certain date

Sort by contract dates newest or oldest first. Examples include:

  • View upcoming deposit due dates
  • View upcoming finance due dates
  • View upcoming unconditional dates
  • View upcoming settlement dates
  • View recent settlements

Filter contracts by contract, property, vendor and/or purchaser data fields. Examples include:

  • Find all contracts with a specific buyer
  • Find all contracts with a specific vendor
  • Find all contracts form a specific street, suburb, postcode etc.

Filter contracts on custom fields

  • Find contracts based on your own custom fields

To start using the new contract filters, go to CRM > Contracts page and click 'Add filter'.