Ideas and Feedback

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  1. Linking multiple contacts to opportunities to appear in browse list

    What I am proposing is to add a similar pick list to the Opportunities tab that currently exists in our Activities tab so I can associate more than one contact to a single opportunity. Currently, the new Primary Contact field is a drop down and only one contact can be associated to the opportunity. If I use the link function to associate all the relevant contacts to the opportunity, I am not able to view these contacts in the browse list when I run an opportunity search.

    15 votes
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    1 comment  ·  SatuitCRM  ·  Admin →
  2. Secure email for workflow emails.

    Since all communication from SatuitCRM to our company should be secure we would like the option for workflow emails to be sent securely. We have automatic/transparent encryption of emails set up with some of our partners and would like the same available with SatuitCRM.

    3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  3. Client Issues - Eliminate (or Make Optional) Auto Email Dialog Box

    Client Issues - Eliminate (or make optional) the Auto Email Dialog Box. When we modify an existing client issue (activity) it brings up "Would you like to create an email for this client issue." First, we do not want this. Second, I believe the same email is used for normal activities so it does not have the appropriate fields. If we add the done checkbox to the form to eliminate the dialog box we get another dialog box asking if we want to set up a follow-up activity. Please find a way to eliminate the dialog box since the users…

    2 votes
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  4. Updating list of values when an incorrect value is picked in a rule based dependant field

    if a user choses an incorrect value, they need to select blank to get back to the original list, if this field is the third in a line of rule based dependant fields, the fields above also need to return to blank to get complete list, is there a simpler way to do this as users don't always select blank for each field so data ends up inconsistent

    10 votes
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  5. Make Business Tab Browse Lists Available to Publish to Users

    The System Administrator should be able to publish browse lists to groups of users, for both the Search results browse lists as well as the browse lists under each tab.

    2 votes
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    1 comment  ·  SatuitCRM  ·  Admin →
  6. Map of US with all of a certain entity type

    Look at a map of the United States with all of a certain entity type - like look at all clients at once. This could simply be the "Search Nearby" function and increase the mileage radius.

    7 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  7. Date fields to be available to be used in email alerts (worklfow)

    Allow system administrator to create email alerts based on any date field ie funding date is within next 7 days/previous 7 days etc. Also allow this date field to be cross referenced with another field, if particular field (ie currency) is updated within 7 days of estimated funding date.

    5 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  8. Add Additional Last Activity Field: Phone Call or Call

    The latest upgrade included the Last Activity and Last Appointment Fields on the Business and Contact level which is so helpful. Along the same lines, we'd love to also see a Last Phone Call or Last Call Field on the Business and Contact Level.

    1 vote
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    0 comments  ·  SatuitCRM  ·  Admin →
  9. Allow grids to be used across screens

    where grids are added to the lower part of screens, allow these be pulled to other screens, ie, between the opportunity and accounts tab where there is often cross over, allows sales person full overview of current business/business issues

    2 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  10. Ability to go to Contact record from detailed activity form

    Ability to go directly from an activity to the contact record associated to the activity in the detailed form.
    At the moment, when a user is in the detailed activity form, they have to look at the contact name, then click on the contact tab for the business and find the contact that way.

    1 vote
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  11. 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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  12. Create workflow email/alert if a field updates to a particular value

    if a rep updates a field eg sales phase to ABC then allow for email alert to be sent, email alert should not be sent for any update made to this field, only for this value in this field.

    1 vote
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    0 comments  ·  SatuitCRM  ·  Admin →
  13. Audit report does not include unique identifier in results. Please add.


    1. When using the audit report to review changes made to the account form, the results do not include any unique identifier (e.g. portfolio code). The results include "Business or Contact", however, a business can have multiple account associated with it. This severely limits the utility of the results.

    2. The report should allow users to select multiple fields at once (as a multi-picker), rather than a picklist. Currently the report allows you to choose all fields, or one field at a time. When generating a normal account search, users have the ability to choose multiple strategies at once (multi-picker), even though…
    3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  14. Expand Functionality on Activity Notes

    I'd like to be able to expand/promote the Activity Note box to allow for easy consumption of longer, detailed notes

    2 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  15. Workflow--support reminders when an item is past due or coming up

    In workflow--allow administrator to set up reminder notifications for WF activities that are overdue (not marked done when due date has passed). Currently can display this using Saved views but would be nice to send alerts/actions to escalate. Also would like the ability to have process triggered when a specific date is in range (Create activty/email when a renewal date is within 1 month as an example)

    6 votes
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  16. 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 →
  17. Allow account data to be pulled into Word merge document

    CRM should have the ability to support New Account Document Templates that can pull data from any CRM fields into Word documents and PDF forms.

    6 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  18. The Fast Find box does not have the "X" to clear text

    In the Fast Find window, when you click your cursor inside the box, you will not see the “X” inside it. This feature exists in 12.2 and it’s not on 12.6.

    See pictures attached

    2 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  19. Provide a method to edit data from the browse screen

    Users requesting there be a way to edit data from the browse screen so they do not need to bring up each detail screen record individually when needing to update multiple accounts or contacts. Idea was suggested that perhaps you could choose an Edit Mode to work in the grid. Obviously it would be important to still have the correct permissions maintained for the user and existing form rules as well.

    5 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  20. Introduce RSS feeds into Satuit

    Enable Social media plugins into Satuit to connect to:
    LinkedIn, FaceBook, Twitter, Etc, Etc - Key to winning business from a marketing viewpoint and functionality our competitors have.

    Then take it a step further to enable the feed of Regulatory News Service (RNS) Feeds into Satuit

    1 vote
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    0 comments  ·  SatuitCRM  ·  Admin →
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