Ideas and Feedback

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  1. Ability to link an activity to multiple accts

    Our Client Relations team would like the ability to link the same activity/documentation to multiple accounts. They are tracking guideline reviews and for clients with multiple accounts, if the same guidelines apply, they would really love to just enter the record one time and link it to all of the client accounts

    3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  2. Add Deleted Rep to the Custom Search function

    Add the ability to search for Deleted Reps on Custom Searches

    5 votes
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  3. Make the Contact Rep phone available for Email Templates

    Currently Contact Rep Name, Title, and Email are available, but not Phone.

    1 vote
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  4. Ability to edit a case that was already submitted

    I think for your and your customer's sake you need a better ticketing system where the user can review and modify their tickets, where they can see what they attach, a spell checker, where you have larger text boxes to enter entries and see what the text looks like, etc. There also has to be less concern that the ticket will not take, that after preparing a ticket it will not disappear as it does now.

    2 votes
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  5. Make account fields available to configure on a browselist for an account linked contact search

    Client is carrying out account linked contact search and then would like to do a mailing. However, they are unable to add any account fields onto the browse list after searching. Only Business, Contact and Contact Address tables are available

    2 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  6. Data intergrity for Zip Codes entered in Satuit

    When users enter zip codes, we would like Satuit to validate the format of the zip code based on the country the user selected. For example, if US was selected, zip code format should 12345. If Canada, A1B 2C3, etc...

    2 votes
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  7. Fix the date token in Configure Package Name to not include "/"s

    In Configure Package Name, the Custom fields that can be added (Custom Date, Last Month End Date, Last Quarter End Date) are formatted as MM/DD/YYY. Because of the "/" in the dates, if you use one of these fields in a package name, you cannot use the "Email" function on the document record. I porpose you change the format for all of these date tokens to read as MM-DD-YYYY so that we can use the date tokens in the package names and use the "Email" function on the Document record.

    1 vote
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  8. Allow templates for activities

    Allow different types of activities to have different fields available for entry (possibly more hiding of fields vs. disabling them). Another option would be to allow templates to be defined for the comments/notes section of activities that are entered manually. For example you would select a call template and a form created from a Word document with predefined sections would appear that a specific customer of Satuit would optionally create.

    4 votes
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  9. Be able to update a linked contact's role

    When I change the role of a contact linked to a business, the role indicated by parantheses on that business' contact list should automatically update to reflect the new role.

    1 vote
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  10. Adding Contacts to an event

    On the Mailing & Events search form there is a drop down list of Recent Mailing . it would be good to have the same list available on the contact page so I can add a contact to one of the mailings instead of having to type it all out so it exactly mat ches

    1 vote
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  11. Creating a saved view from search nearby

    Trying to save a search into a Saved View using the new Business Search Nearby function but am unable to do so.

    1 vote
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  12. Add product to hover in calendar view

    When you hover over an activity in the calendar view that data does not include the new feature product i would like it to since you can select multiple products

    1 vote
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  13. Add Quarterly as a Recurrence Pattern

    We need Quartery option when creating recurring activities

    1 vote
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  14. SatuitCRM support for Touch Screens

    Please enhance SATUITCRM so you can use it using a touch screen, hopefully supporting Windows and other desktop and mobile devices. This is seriously the first browser application I have tried that does not work by touch. I tried on two different Windows 8.1 / IE 11 PCs/tablets and using touching the screen works less often than it does on Android Mobile Chrome for SatuitCRM. Tabs and some other objects do open by touch.

    3 votes
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  15. Add/improve user friendly query/reporting tool

    Implement a new/improved query/reporting tool. This should allow users to join the various records together based upon key fields and linked roles. Satuit could keep this safe by allowing specific joins and by allowing returned row limits to be set. Selection criteria and field selection could be similar to what is available for custom searches. The total definition of the displayed fields, selection criteria, jons should be able to be saved and edited. More of a power user tool than a developer tool. Should allow summarization capabilities (sums, counts, percentages). Ideally should be able to be shown on home page…

    5 votes
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    under review  ·  0 comments  ·  SatuitCRM  ·  Admin →
  16. Allow key fields to have related fields (or defaults) for reporting

    For key fields such as product or sales rep either allow related fields to have default values set based upon these key fields or have attributes attached to these key fields for reporting. For example a product may belong to a product group and have a manufacturing entity for the product. A sales rep has a manager or other attribute that is needed for reporting. Now we need to enter these attributes manually on all related records (activities, opportunities, etc.). To keep this flexible for different SatuitCRM customers this could be controlled by customer controlled rules or by customer controlled…

    6 votes
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  17. Provide a Global Search & Replace Function

    We had a situation where a firm was changing the domain e-mail address from @lmicglobal.com to @1919IC.com. We were hoping to globally search for the @lmicglobal.com string and replace it with @1919IC.com. It was suggested by a one of your customer support people that I suggest this as an enhancement.

    5 votes
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    under review  ·  0 comments  ·  SatuitCRM  ·  Admin →
  18. Mobile Chrome Desktop for Tablets, IPads

    Please enhance so that the browser lists within the tabs - contacts, opportunties, activities, etc. can be clicked on to show the related details. I was hoping this would be fixed since it was introduced in beta for the Autumn 2014 release so that it would be working in the Winter 2015 release. I can bring up an identical browser list by performing a search within the My List tab and this allows clicking into the related record. The mobile full desktop seems like an excellent enhancement and we would like to use it ASAP.

    3 votes
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  19. Additional Import Tools

    Additional import tools to import Activities and Opportunities into SatuitCRM

    3 votes
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    1 comment  ·  SatuitCRM  ·  Admin →
  20. Enhance SatuitCRM to integrate with a dictation service to prepare meeting notes.

    Enhance SatuitCRM to integrate with a dictation service to prepare meeting notes. Services available include Dial-A-Note and Copy Talk. Vendors mention automated feeds into CRM systems or emailing the output to sales for review before entry. One vendor’s process is:
    • Call the service from any phone, or use their Smartphone Application
    • Dictate your notes, drafts of email, or any other data you want to capture
    • Your notes are transcribed in one of their secure US facilities
    • The service emails the finished notes to the sales person or enters them directly into the CRM system.

    1 vote
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