Our firm has contacts that have multiple email addresses like their work and personal or a secondary (shared spouse email address) address they like correspondence sent to. So when they email me and I try to add to Satuit using the add-in feature to save the email, currently Satuit only recognizes the Primary email not the additional. Can we get Satuit to pick up any of the email addresses, given it's already saved in the contacts page.

Enhance the Outlook Add-In for Apple Mac users so that attachments can be added to SatuitCRM. When I click "Send and Add to SatuitCRM" I would like the email and the attachment to be pushed into SatuitCRM.

The activity type defaults to EMAIL but many users still need to update the required fields on the activity screen. Rather than waiting for the detail form to pop up after initial creation thru the OAI (personal setting in Outlook), Users would like the ability to update additional fields before the activity is created. Also, when adding emails in bulk from their sent folder, they would also like the ability to update those 99 records with the required fields rather than contacting their Admin to mass update each time an email campaign or prospecting efforts take place.

When assigning an Unmatched Contact to a Business/Entity, have the Unmatched Emails associated to that contact move to that Business/Entity at the same time.

when you are in the Outlook Add-in you can't click on anything else in outlook. It completely shuts it down. Can you please make it so you can click on another window. (Submitted on behalf of Black Creek)

I would like to be able to view an object in Satuit through some sort of link or button to take you directly to the object in Satuit.

When you are adding an email it would be nice if you could add both contacts and businesses to the same email.

Currently when you use the Outlook Add-in for emails you can click Send and Add to Satuit; however when you have an appointment and click Add to Satuit it closes the window and doesn't send the appointment. (Submitted on behalf of Black Creek)

In this use case someone emails the consultant but not the client. However, the sender wants the email to be saved against both the consultant’s record and that of the client. One solution would be to have a “Send to Record” button which allows the sender to specify the client contact and opportunity/activity even though the client isn’t included in the email distribution.

adding a contact from the outlook addin should autopopulate the contact's first and last name. At the moment it populates only the email address

When depositing an email into SatuitCRM, sometimes the .msg file may contain multiple files (Contract, Prospectus, Factsheet, KiiD Document, Accounts etc, etc).
To enable the user to search but doc type, and retrieve a deposit with a specific file type, SatuitCRM should allow the user to tag the individual documents with a specific 'Doc Type'