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  1. Bronto Integretion - Having issues trying to upload accurate mail tracking

    Unable to accurately upload tracking of mailings due to the Bronto integration using the email address as the identifier. Several contacts/clients share email addresses and the system does not know which one to select (despite clear information in Roles and Mailing). Can the contact ID number be used instead of the email address?

    94 votes
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  2. Ability to 'Tag' multiple documents types in a single deposit

    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'

    57 votes
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  3. Back Button

    Ability to go back to the previous screen

    56 votes
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    2 comments  ·  SatuitCRM  ·  Admin →
  4. satuit2go

    Enhance user-friendliness with ability to use 'back' button to previous search results; provide more Satuit content instead of limited fields (or allow a company's Satuit Admin to configure what shows in Satuit2Go); create a Satuit2Go app (rather than website shortcut) that also works offline.

    51 votes
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    started  ·  1 comment  ·  Satuit2GO  ·  Admin →
  5. Show details of saved views and make them editable

    There should be a method of viewing the criteria used to create saved views and they should be editable. Without being able to see the saved view defintion you are really just guessing at how they were built which greatly reduces the value and use of these saved views. If they were built using non-custom searches there could even be errors in the one time selection for the criteria that may not impact the results until months later.

    48 votes
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    2 comments  ·  SatuitCRM  ·  Admin →
  6. Date Token should work for normal saved view, not just custom search

    The date token functionality should work for a saved view generated through the normal search form, rather than just through a custom search. The date token's purpose is to automatically generate the next/previous # of days from the present day. It doesn't make sense to create a saved view with a date token in order to recreate the date range X number of months ago...

    47 votes
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    under review  ·  1 comment  ·  SatuitCRM  ·  Admin →
  7. 44 votes
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    2 comments  ·  SatuitCRM  ·  Admin →
  8. Ability to configure all the browselist objects in SatuitCRM

    E.g. We would like to be able to customize the layout of the "Linked Contacts & Reporting Requirements" grid, the way we would customize any other grid.

    42 votes
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    4 comments  ·  SatuitCRM  ·  Admin →
  9. Ability to hide certain fields from Users based on their access

    On our account form we would like to hide certain fields that contain confidential information from Users based on their access. We don't want to block them from the entire tab, and multiple departments need access to the account form, but it would be helpful for be able to hide or "black out" fields that should only be available to operations vs. client service.

    42 votes
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    1 comment  ·  SatuitCRM  ·  Admin →
  10. Add a total line to charts in Executive Dashboard

    When building a pie chart in Executive Dashboard, it would be nice if the total value of the items being summed were available somewhere on the chart.

    41 votes
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  11. Activities should be able to capture IMAGES, not just text.

    Images appear frequently in e-mails (both internal and to external clients). The activities form in Satuit CRM should have the capacity to capture these images. Currently, any non-text item does not show up in an e-mail saved through the outlook add-in.

    As a quick example, we reached out to a custodian as part of a yearly audit. The custodian's answer was returned in the form of an image (the questions had been passed around internally on their side). Logging this e-mail to Satuit serves no purpose for our own audit if the most important information will not show up. Satuit's…

    39 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  12. Custom Search Should Include Inverse Logic

    There is no way to generate the following:
    Clients with whom you have not had a meeting within a certain period of time (e.g. previous 3 months). This can be generated only on a one-off basis.
    To include the date token functionality (previous 3 months) in a saved view, it needs to be generated through a custom search. Unfortunately, the inverse function is not available through a custom search. This means you can never generate a saved view that gives you all clients with whom you have not met within a certain time period.

    Saved views are the best way…

    32 votes
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    1 comment  ·  SatuitCRM  ·  Admin →
  13. Add "Global" picklist field

    One of the challenges some of our clients are seeing is that they have pick lists fields that they want to add to more multiple forms. Currently you must create a “twin” field and then maintain the values in the “twin”. This is workable until you decide to add workflow and form rules to those fields. So we think the following idea might appeal to those of you who maintain picklists - Create a global pick list field, similar to the "Product" picklist. This global picklist field could be added to any detail form.

    24 votes
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    1 comment  ·  SatuitCRM  ·  Admin →
  14. Add customizable excel-like spreadsheet/grid to screens

    We'd like to be able to add custom grids to screens. The behavior would be similar to excel spreadsheets where a user can quickly input and view values in a spreadsheet. Each column would be a data field that exists in the system.

    23 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  15. linked relationship field values

    Allow user defined fields to be attached to linked relationships. We have 41 roles defined. It would be good to be able to further define the relationship in one or more additional fields.

    22 votes
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    1 comment  ·  SatuitCRM  ·  Admin →
  16. Select multiple values in the Product Field

    Currently, you can only select one Product from the Product field. It would be great, if you can select more than 1 product because we may discuss multiple products in the same meeting.

    21 votes
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    1 comment  ·  SatuitCRM  ·  Admin →
  17. Ability to hide and show screen regions by business type

    A consultant will have values in certain fields while a Client will have no values in these fields. We would like to show only the relevent fields for the selected business type.

    See attached image for use-case

    20 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  18. Preserve formatting when printing activities in a .pdf document from the system (bullet points, paragraphs, etc.).

    Currently, when printing an activity, it will remove any formatting and the activity looks like one string of text when printing an activity. It would be helpful to preserve bullet points, paragraphs/indentations, or other formatted text when printing out an activity (as a report)

    19 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  19. Tag linked contact for more than one role

    Currently, when a role is assigned to a linked contact, the system only allows one role per contact. However, in many circumstances, one contact has multiple roles. For example, the Chief Investment Officer could function also as the authorized signer and the legal contact.

    18 votes
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    1 comment  ·  SatuitCRM  ·  Admin →
  20. Allow for compound triggers in Forms Rules

    Create a trigger that is based on a combination of fields, instead of just one.

    17 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
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