What's new in Eagle
19 May 2020
Advanced filtering and ordering on appraisals
As part of the roll out of upgraded filters, we have just released advanced filters and sorting to appraisals so you can drill down your appraisals further with the new advanced filtering logic.
You can apply many filters at once using AND or OR conditions to drill down your results.
For example you could find appraisals assigned to a specific user AND the vendor lives in 'vic' AND the interest level is 'warm' OR the interest level is 'hot', then sort them by 'Interest level'.
Filter appraisals by appraisal details. Examples include:
- Find appraisals with an interest level of hot
- Find appraisals with an asking price above $500,000
- Find appraisals in a specific suburb
- Find appraisals based on properties with air conditioning or ducted heating
Filter appraisals by the prospective vendor details. Examples include:
- Find appraisals where the vendor's email is unknown
- Find appraisals where the vendor lives in a different state
- Find appraisals where the vendor contact record is owned by a specific user
- Find appraisals where the vendor has unsubscribed from bulk emails
Sort filtered results to see relevant results. Examples include:
- Sort appraisals by newest or oldest for when you created them
- Sort appraisals by their interest level
- Sort appraisals based on when the last note was added
- Sort appraisals highest or lowest based on price
Filter appraisals by custom fields
- Find appraisals based on your own custom fields
To start using the new appraisal filters, go to CRM > Appraisals page and click 'Add filter'.
