Ideas and Feedback

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  1. Permissions and role change log

    requesting to add a report that shows users roles and permissions across a time period.

    1 vote
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  2. Add Webpage Title to SatuitSIP

    I would like to be able to add a title to the SatuitSIP Portal.

    1 vote
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  3. Add a print/export button to the "View Content" grid of the Portal Admin

    When we view the contents of any particular portal folder, it would be helpful to be able to export the list to Excel, so we can see more than 20 documents at a time.

    4 votes
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  4. Auto-populate start time on Activity Form

    Our managers have asked if it would be possible to auto-populate the start time on the Activity form with either the time the activity data entry started or the time that it is saved. This would allow them to sort the activity list in chronological order instead of just date order. Currently, they have to manually enter the time when they add an activity.

    3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  5. Back Button when doing a quick find search

    It seems that ever since the quick find was moved from the left hand side of the form to the top, there is no longer a back button. If you click on an entity name and there are multiple entities that come up in the results, there is no back button if you click on one in error. You have to x out of the form and do the search again. The back button was useful to bring you back to your search results.

    2 votes
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    2 comments  ·  SatuitCRM  ·  Admin →
  6. Change wording in audit log to not say password was reset when an email is sent

    On the portal audit log, when an email is generated for a forgotten password, the audit log shows it as an actual password update rather than just the email being sent. It's confusing because on the audit log, it appears that the password has already been changed even before the client responds.

    2 votes
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  7. Opportunities Trigger

    I would like to create a trigger that would update a client's requested investment amount based on original ask and contributions made.

    For example x = total investment request, y = contribution total toward request, z = remaining to be filled.

    x-y=z

    I'm unable to do this as these fields are tracked in the opportunities table (pproduct). I can not see where we can add triggers to this table. Please make the table available to add triggers.

    6 votes
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  8. Option to save view as custom report

    It would be wonderful to have the ability to save a view as a custom report. The system has the ability to print a saved view to PDF but usually the format is not eye pleasing. If we had the ability to save the view as a report I could then use MS SRB to adjust the format of the report without having to try and re-create the query performed to create the saved view in SRB. This would greatly streamline report creation for us.

    7 votes
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  9. Notes Section


    1. Could there be a notes or Summary section under Relationship Name that enables the input of important family notes as it pertains to family relationships? Something like a Family Tree.


    2. Create another view from the Accounts Page that drops down to a Summarized page allowing us to simply input important information about the account in detail.


    3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  10. 3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  11. Integrate with Laserapp

    Integration with Laserapp would allow us to use our data in Satuit to help populate forms at Charles Schwab when opening up accounts for new clients.

    6 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  12. upload excel documents to packages

    You should be able to upload excel documents in the content library to package content in addition to the shared content.

    4 votes
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  13. Add the ability to re-run packages that error out

    I think that if there are multiple packages that error out on a run, there should be an option to re-run those packages without having to walk through the criteria of setting up a search as though you would need to re-run the whole group and filter on only the packages that had errors in them initially.

    9 votes
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  14. portal report

    Create an On Demand Report that when ran would show all published documents and the name of the client's portal it is on

    Fast way to audit what was uploaded to which clients

    11 votes
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  15. reporting req

    Ability to extract reporting requirements in single rows, including CC List contacts.
    Currently, a reporting requirement can be setup for a single report on a single account with a single primary contact. Then any additional recipients can be included in the CC List Multipicker. However, when extracting the reporting requirements from Satuit to integrate with another system the contacts listed in the CC List do not report as separate lines with their email address. Therefore, we have instructed users to make individual reporting requirements for each contact causing duplicate reporting requirements and extra work for users. This is the only…

    7 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  16. Synch all addresses to Outlook

    Currently, only the mailing address synchs to Outlook. We would like all of the contact's addresses to synch.

    7 votes
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    1 comment  ·  SatuitCRM  ·  Admin →
  17. Change how entity "Last activity" field is populated

    Currently, the entity last activity field populates only from activities that were added directly to the entity. We often have activities that involve contacts from more than one entity, particularly when adding emails from the Outlook Add In. If an activity is linked to multiple contacts such as an attorney and a client who are not in the same entity, the entity last activity field only updates under one entity, even though the activity pertains to multiple entities.

    2 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  18. Rights to View Portal Uploads

    We recently began using the portal to receive data sensitive documents from an outside party. It seems you are only able to view what may be sitting in the Upload folder if you have portal admin rights. If you are just a Satuit license holder with SIP rights you cannot. Why is this only limited to portal admins? Just as you grant folder access when outbound files are published to the portal, we should be able to grant access to the upload folder to certain Satuit SIP users for incoming files.

    4 votes
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  19. Clipping Feature

    Today there’s an “Add to Satuit” button in Ooutlook which makes the addition of an email note easy. We would like to propose an enhancement that allows a clipping feature to grab web content or text (One Note, Evernote, Instapaper, etc.).

    4 votes
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  20. Ability to Update Product, Activity Category and Sub-type within the OAI screen

    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.

    3 votes
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