Ideas and Feedback

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  1. Workflow for updating activites and potentially other records

    Allow workflow to update existing activities and other records such as Opportunities.

    3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  2. 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 →
  3. 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 →
  4. Ability to Print from the Summary View

    The Corporate Level Summary View contains a lot of useful information.
    If I'm about to jump into a taxi and head out into a meeting (assuming Satuit2Go is not available) I would like to be able to print some/all of the content available on the Summary View

    5 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  5. Improve word merge capabilities

    Merging documents from contact page does not allow you to use IF\THEN stmts. It also does not show "&" properly.

    I saw another suggestion that was rejected saying that being able to use a merge field twice in a document(which we would like as well) was a Microsoft limitation. To that I would say, I was able to use IF\THEN stmts and use the same field more than once when merging from my previous CRM to Microsoft Word. Seems to be a limitation between Satuit & Microsoft.

    1 vote
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    0 comments  ·  SatuitCRM  ·  Admin →
  6. Add ability to share or publish contact summary screen configuration to other users

    Similar to other search screen configurations, where you can publish out to other users.

    1 vote
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    0 comments  ·  SatuitCRM  ·  Admin →
  7. Enable user to set default format for the PRINT function.

    Allowing for the user to set default Print Parameters preference for browselist.

    4 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  8. Ability to go back to original business once I've searched nearby

    Include the original record(Business/Contact) on the browselist once I've searched nearby.

    Steps:
    open a business record
    click on search nearby
    plot on map
    close map
    you then have the list of businesses that were nearby

    I then want to go back to the original business I was in

    3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  9. Improve the home page customization

    Allow "Group" filters to remain in the saved view on the home page

    3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  10. Provide the option to enable/disable the new saved search criteria function

    Provide the option to enable/disable the new saved search criteria function (instead of having to remember to clear the previous search) in user preferences.

    1 vote
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    0 comments  ·  SatuitCRM  ·  Admin →
  11. Would like the ability to search bu business when trying to add link contacts

    A rep may want to link a few people at a consultants to a business, but at the moment they can only choose to link a business, or individually link contacts. My suggestion was to be able to search for a business and then select the contacts you want to link from that one business.

    For example
    1. Fast search for a contact and open the detail form
    2. Select Add under linked to section
    3. Select contact
    would like the ability here to search for the business and then choose multiple contacts to link.

    Pioneer Investments

    5 votes
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  12. 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 →
  13. Give the ability to add product to activities that are created by adding them through the Satuit bulk email upload

    This can be done by simply adding another dropdown box that allows you to choose the product on the Add to Satuit email screen.

    9 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  14. Ability to "Enable"/"Disable" picklist values

    Make it possible, particularly on picklists that grow quite long, like the product list, to indicate whether a value is active/enabled or not, and have the form a list containing only the active items, and automatically hide the disabled ones.

    16 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  15. Add "New Document" when editing an email template on-the-fly.

    Would like to be able to add a new attachment from my computer as well as Satuit when editing the template in step 2 of the sending process.

    Once a template is saved with a document attachment the user cannot add subsequent documents on the fly. This would be very useful when sending the same email with a common attachment, instructions, as well as adding a unique attachment, an excel spreadsheet, for each client to fill out and return to us.


    1. Create an email template that contains an attachment you got from your machine.

    2. Search for a contact list.

    3. Click…
    7 votes
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    1 comment  ·  SatuitCRM  ·  Admin →
  16. Highlight required Fields in Satuit2GO

    hi, can you please consider a way of flagging fields that are included in the rules on satuit2go, in the regular application they are shown in red but there is no notification on the ipad version,

    10 votes
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    under review  ·  0 comments  ·  Satuit2GO  ·  Admin →
  17. Improve Calendar to support Holidays

    The ability to see what days are holidays in the calendar in satuit. Should have access to select various countries that we operate in, also on the activities screen a pop up when somebody enters a sat or sun for an appointment, and also pop up to show if that date is a holiday in one of our specfied countries.

    4 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  18. document tab - email

    When adding a new document, it would be great if when you hit the email icon a box comes up (populated with the contacts from the contacts tab) that allows you to select the contacts you want to email or cc.

    3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  19. date tokens for custom search

    We would love to have date tokens where we can determen the look back/ahead criteria. We would like to have Previous X Days/Weeks/Months or Forward X Days/Weeks/Months

    7 votes
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  20. Access logs for Satuit2Go

    As the system administrator I would like to know which of our users are using Satuit2GO who should be. Because we have a bring your own policy I have no other way of tracking who is using it. When the sales team are making excuses for not entering their activities I need to be able to say they can via Satuit2GO

    14 votes
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    0 comments  ·  Satuit2GO  ·  Admin →
    under review  ·  James Plassmann responded

    Following the release of the Satuit2GO app we will consider creating a on-demand report for this.

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