James Plassmann

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  1. 21 votes
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    James Plassmann commented  · 

    Please contact support for how to handle this.

  2. 32 votes
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    James Plassmann commented  · 

    This would be managed by the legacy "Negligence Report" and "Interactions Report" which we will reissue before year end.

  3. 48 votes
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    James Plassmann commented  · 

    We have 2 kind of searches, one is the "Basic Search(on the fly)" for non technical users and the other is a "Custom Search" to be able to view or edit the search criteria.

  4. 42 votes
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    James Plassmann commented  · 

    This can be handled using the "Highly Sensitive Data/Private Data" feature in SatuitCRM. Please contact support for further details.

  5. 41 votes
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    James Plassmann commented  · 

    We are doing a overhaul of Executive Dashboard to support responsive design on tablets and phones. Once completed, we will add new graph types and analytical capabilities.

  6. 44 votes
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    James Plassmann commented  · 

    This is part of phase 2 UI work. Phase 1 was completed in 2016 and phase 2 is planned for 2017.

  7. 42 votes
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    James Plassmann commented  · 

    We do have a plan to revisit the management of child grids like configure, display, open in another window, etc for 2017

  8. 47 votes
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    James Plassmann commented  · 

    Initial requirement gathering was done on this. It turned out to be high level of effort and possible confusing to existing users. We will review again in the future.

  9. 1 vote
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    James Plassmann commented  · 

    Satuit2GO Beta release for Window Phones is available as part of the November 2016 release.

  10. 13 votes
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    James Plassmann commented  · 

    We totally agree with you! The Import Tool revamp is on our product roadmap for next year (2017). We will inform you as soon as we have a definite release date in place.

  11. 51 votes
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    James Plassmann commented  · 

    We are working on native iOS app and Android app for the upcoming release. If you are interested being a beta tester please let us know.

  12. 56 votes
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    James Plassmann commented  · 

    Earlier this year, with the Winter ’15 release (version 12.7) we introduced the “Back To” search form button. This feature enable for you to go back to the previous search form where the search selections are retained. In addition to this feature, the “Cancel” button and the “My List” tab also bring you back to the search result list.

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    James Plassmann commented  · 

    We are working on the ability for users to go back and modify the search criteria from "My List" browse list. This option will be available as long as the user haven't yet selected another search form. This feature will be part of the Winter release.

  13. 2 votes
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    James Plassmann commented  · 

    The Report Scheduler allows for you to tie a Report to a Saved View and automatically run on a schedule. Once executed, it will be available on the My Reports/Output section. You can also run it on demand as well. To see the Report Scheduler option under Reports side bar menu, you must first assign the "Create_Report_Schedules" function to the user. Give it a try!

  14. 10 votes
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    James Plassmann commented  · 

    Unfortunately this is a limitation with the IE browser that we can't work around. This is not an issue with the Google Chrome browser. Please try using SatuitCRM in Google Chrome if you are on the Autumn 2014 release.

  15. 12 votes
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    James Plassmann commented  · 

    We are making updates to the ticketing system. We will review the ideas you posted. Thanks!

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