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. 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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  3. Multiple Print Screens for each of the different tabs

    Allow for each of the different tabs (contact, entity, and accounts) have choices of different print screens that would allow you to print off different reports for each of tabs.

    8 votes
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  4. Mass Updating Expiration Dates on the Portal

    Really need a way to mass update Expiration Dates on documents published to the portal.

    6 votes
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  5. Direct Links from a Report

    Entering for a client -

    From within a report, we would like to have a direct link to the Satuit record so the users can drill down into a record to correct it or get more information on it without having to do the search in Satuit first.

    1 vote
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  6. Viewing and Modifying Scheduled Reports

    Submitting on behalf of a client, they would like to the ability for a report administrator to see and modify reports scheduled by other users in the system. This would be helpful in situations such as changing the recipient of a schedule report when a REP leaves.

    1 vote
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  7. Print a Relationship Roll Up from the Business screen.

    Want to be able to click on a business, view the Relationship Roll Up, and print to take with me.

    1 vote
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