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  1. Allow Document Description to be mandatory in the outlook add in

    On the document detail form, the document description and document type are both mandatory. However, when adding a document from the outlook add in, only the type is mandatory which allows users to bypass the addition of a description.

    We'd like to have the option to make the description mandatory in the add in too.

    3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  2. Enhance bulk add from Outlook to avoid losing contact data as it does currently

    I have just tried adding two emails from an external company. When both emails are select to be added at once I am not alerted to the fact that there are additional contacts in the CC field who are not in SATUIT. This only occurs when emails are added one at a time. This means that contact data is effectively lost when adding multiple records at once. I would have expected these contacts to appear in the unassigned items page.

    3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  3. Re-calculate screens once grouping applied

    If you apply a grouping to a large search, and the first group contains over 99 rows, then closing that group leaves only one row on the screen - i.e. the group heading.

    We would expect that the other 98 rows are then populated by the second group rather than us having to go to page 2 to see it.

    3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  4. Future Appointment Fields

    Much like the Last Activity and Last Appointment fields on the Business and Contact tables. Please create a Future Appointment Field for both tables. This would assist Sales/Client Service tremendously on managing their call/service list and internal management reporting.

    4 votes
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    planned  ·  0 comments  ·  SatuitCRM  ·  Admin →
  5. My List Filter Enhancements

    Add additional features to the filters in the "My List". Currently, the filter acts as a "contains" filter. The ability to be more specific would be a big help. Enhancements would include the ability to use wild cards (ie. sample; sample, sam*le), not contains and not equal logic.

    4 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  6. Ability to move multiple contacts to Archive

    We would like to be able to move several contacts at once to Archive.

    3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  7. Publish feature under Home Screens have Alpha Sort

    When you want to publish a home screen to other users would the Reps under PUBLISH to be sorted alphabetically by user ID

    1 vote
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  8. Ability to set the Default Spell Check Language on Activity Form

    Each user should be able to define what there favored language should be when using the Spell Check on the activity form. Some of our reps deal with English speaking individuals but the vast majority of them deal with French speaking individuals. This setting could be located on the User Preferences->Personal Settings form where the "Language and Country" setting is located.

    3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  9. Masks for Data Entry

    Provide the ability to assign a mask to a data field. The data mask will ensure that the format of data is consistent. For example, a phone field can be set as (999) 999-9999 and the entry will be consistent. This becomes even more important as there is a need to share data across multiple systems.

    1 vote
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    0 comments  ·  SatuitCRM  ·  Admin →
  10. adding a contact from the outlook addin should autopopulate the contact's first and last name

    adding a contact from the outlook addin should autopopulate the contact's first and last name. At the moment it populates only the email address

    12 votes
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  11. Import Tool - Alphabetize the "field" option.

    This would remove the additional time needed to locate the necessary fields

    13 votes
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    1 comment  ·  SatuitCRM  ·  Admin →
  12. Mass Update - ability to add or remove a document

    As business practices change, it would be helpful to perform a mass update of a new document instead of having to enter each one individually.

    8 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  13. Allow photos/images to be added to the contact form

    This has come up several times in meetings with clients and prospects--allow the upload of a photo to the contact form to supplement the Linked In integration already in SatuitCRM

    7 votes
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  14. Advanced Filter Capability (across the product) but mainly on the Activities Screen

    Create an Advanced Filter option for the Activities screen that has similar functionality to the Filter option on the SatuitCRM Calendar.
    Today, we log activities to capture the full history of interaction with a client, like 'Phone Call' > 'Voice Mail'. Whilst it captures an action, it's 'noise' on the screen.
    Having Advanced Filter Capabilities like we do on the Calendar, will allow for the reduction of noise. 'Inverse Search' is not sufficient.

    2 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  15. Outlook add-in settings, administrator should be able to set site wide settings

    There should be an option to set a site wide setting for the Outlook add-in settings "show detail form" and "Set detail form". The "show detail form" is not the default and we have had many cases of required fields not being completed and it is a pain to everyone to monitor and explain to suers how to set the setting after we find the missing required fields. Alernatively, please make this the default.

    6 votes
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    1 comment  ·  SatuitCRM  ·  Admin →
  16. Send and Add functionality when creating appointments

    create a function so when you make a diary appt in MS Outlook you have the ability to send and add the appointment to satuit and to the client. Currently will have to send the appointment and then add to satuit afterwards which requires multiple clicks instead of one.

    7 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  17. Within Configure Forms - ability to make changes and move completed location


    • Be able to expand or reduce the wording section within an existing/saved form

    • Be able to move an entire saved field up or down within the form without having to recreate it

    4 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  18. Add Product Field to Satuit Outlook Add-In when adding a new appointment or activity

    When adding an activity or appointment from Outlook, we would like the Product field added as an option to save time from logging in to finish updating the activity. This would also help ensure that there are no blanks when running reports or looking at the appointments in Satuit.

    4 votes
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  19. Create default browser lists from Saved views

    Please enhance the system so that a saved view can be used to set the column configuration for the browser list used for searches (and possibly in the other tabs). We use various column configurations but the selection criteria changes so that just using a saved view does not meet the need. This would also allow fuutre saved views to be created using exisitng column configurations in existing saved views so you do not need to completely rebuild if the cirteria changes.

    4 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  20. Scheduled Delivery of Emails through Email Template

    I would like to be able to 'schedule' an email template mail for delivery leveraging the 'Do not Send Before' feature of outlook.

    This could save cost for clients with low volume mails by not needing to subscribe to a third party email distributor.

    8 votes
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