Ideas and Feedback

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  1. Shared Content Folder

    Once a "shared content" document has been published to all SIP activated users, it should automatically show upon all new contacts that are added

    1 vote
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  2. Allow users to add public charts to Satuit2Go home screen.

    Currently only the last person who edited a chart in Executive Dashboard can access the chart in Satuit2Go to add it to a home page. Not even the creator of the chart can access it if someone else has edited it. We would like for all users to be able to add public charts to their Satuit2Go home screens.

    2 votes
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    0 comments  ·  Satuit2GO  ·  Admin →
  3. Create a Package Scheduler similar to the report scheduler

    We would like to be able to automatically schedule client report packages similar to the way report scheduler works.

    1 vote
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  4. Allow the option of adding the Performance grid and Holdings grid objects to the account detail form on Satuit2Go

    Our managers would like to be able to see the Performance grid and Holdings grids on the account detail form on Satuit2Go.

    2 votes
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    0 comments  ·  Satuit2GO  ·  Admin →
  5. Add endowment/foundation assets information as an option to add to browse list

    Right now we can do a save view and add the fields "Total Plan Assets", "Define Benefit" and "Defined Contribution" to our browse-list - Why can we not add the field "Endowment/foundation assets" ? if the information is available under "Asset Information" box, why can we not do a search by particular value, but the: "Total Plan Assets", "Define Benefit" and "Defined Contribution" are an option?

    7 votes
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  6. Create LinkedIn URL text box with clickable link

    Currently there is only a LinkedIn search Icon, however, once you find the profile of someone you are looking for, it would be nice to be able to go directly to that profile again without searching through all the other possible profiles.

    3 votes
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  7. contact linked search

    Currently you can only search for contacts linked to businesses by doing the following:


    1. Search business (or entity in your DB)

    2. Return type linked contacts

    3. Linked relationships = no

    4. Leave role blank

    5. Choose a specific relationship type (client, prospect, etc. or choose all)

    6. Search

    This will return all contacts in your database linked to a business. You cannot perform this search based on a specific role of the linked contact (actuary, consultant, etc.) THIS IS THE ENHANCEMENT

    4 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  8. Add ability for Support Website link in SatuitCRM to visually indicate new content available

    In the header banner of SatuitCRM, at top left (see image) add ability for Support icon to visually indicate new content has been loaded. This would work similarly to the visual indication of Unassigned Items requiring action. This would enable users to be drawn into the Support Site for value added information about releases and release details, webinars and general announcements and current events at Satuit Technologies.

    3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  9. Uploading new contacts - Excel CSV

    Currently, we all do not have the access to upload a bunch of contacts into Satuit via excel csv file. We have to enter them one by one. How can we share enhancements and have that ability on my account? Someone in our office has the ability to do that, so we know that it can be done. We just don't have access to that ability. Please help.

    1 vote
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    0 comments  ·  SatuitCRM  ·  Admin →
  10. Add a "back button" function

    Add a "back button" that gives you the ability to return to the previous page. While helpful, the “cancel” workaround cannot be used when an update needs to be made to the page you want to go back from. . A back button would allow a user to immediately return to the previous window pane and avoid the current quickest method of typing in the account number again and navigating from the start point to a page you were just on.

    9 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  11. Package Options

    There are several options we would like to see for packaging:
    1. Be able to change the recipient of packages. Example you have a Trustee on some accts who is replaced. Instead of rebuilding the packages you should be able to change the recipient.
    2. Be able to Mass Delete, Mass Move Packages - we have packages that generate letters per manager. We have a manager leaving & his clients are being divided btwn other managers. I have a way to tell which packages should go to each manager but I do not have a good way to move the…

    14 votes
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  12. Create Darker the borders for each section on the SatuitCRM screens

    SatuitCRM v14.4 has extremely light borders on the various screens ( Accounts, Business, Opportunities, etc). It makes it difficult to see where one section ends and another one begins.

    1 vote
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    0 comments  ·  SatuitCRM  ·  Admin →
  13. Allow Trigger from one screen to impact rule (action) on a different screen

    For example, we'd like to key off a flag field on the business screen that states the prospect meets the Seller's Exemption criteria on the DOL Fiduciary rule. If the field is not selected, we want to block the changing or addition of values on the opportunity screen and activity screen. Another possibility would be to send an email communication if you make any changes on these screens based on the flag set on the business screen.

    5 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  14. 1 vote
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    0 comments  ·  SatuitCRM  ·  Admin →
  15. 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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  16. Provide integration for iPhone business card scanning to Satuit

    Provide the ability to photograph a business card using my iPhone and then automatically populate the data in Satuit.

    9 votes
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    0 comments  ·  Satuit2GO  ·  Admin →
  17. Test Email Button for Email Templates

    This could be a button at the top of the window where you edit email templates that would quickly send a test email to the primary email address of the user. This would save time by cutting out saving the template, leaving the editor, selecting just your own contact, sending the email and then going back into the editor make any changes noticed in the test.

    6 votes
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  18. ability to move fields within a form without having to remove it first

    Would love to be able to resize and move fields within a section without having to remove and have to click multiple times to move the field to its original or new spot. It would be a time saver if we could also just type in the row of where the field (or section) would be placed.

    14 votes
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  19. 1 vote
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    0 comments  ·  Admin →
  20. Email the Consultant and Not The Client but Add email to Client Record

    In this use case someone emails the consultant but not the client. However, the sender wants the email to be saved against both the consultant’s record and that of the client. One solution would be to have a “Send to Record” button which allows the sender to specify the client contact and opportunity/activity even though the client isn’t included in the email distribution.

    13 votes
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