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    1 vote
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    0 comments  ·  SatuitCRM  ·  Admin →
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    1 vote
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    1 vote
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  4. Auto-populate start time on Activity Form

    Our managers have asked if it would be possible to auto-populate the start time on the Activity form with either the time the activity data entry started or the time that it is saved. This would allow them to sort the activity list in chronological order instead of just date order. Currently, they have to manually enter the time when they add an activity.

    3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  5. Back Button when doing a quick find search

    It seems that ever since the quick find was moved from the left hand side of the form to the top, there is no longer a back button. If you click on an entity name and there are multiple entities that come up in the results, there is no back button if you click on one in error. You have to x out of the form and do the search again. The back button was useful to bring you back to your search results.

    2 votes
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    2 comments  ·  SatuitCRM  ·  Admin →
  6. 44 votes
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    2 comments  ·  SatuitCRM  ·  Admin →
  7. Select multiple values in the Product Field

    Currently, you can only select one Product from the Product field. It would be great, if you can select more than 1 product because we may discuss multiple products in the same meeting.

    21 votes
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    1 comment  ·  SatuitCRM  ·  Admin →
  8. Need Better Satuit Outlook add-in error message if not configured

    The error message users get when the add-in is not configured is very confusing to the users ("Sorry, an error occurred which has prevented ... Invalid URI: The format...". While I understand that you need to give specific details about the first error to occur, it would be great if you could add some more user friendly text such as: "This error may occur if your SatuitCRM Outlook Add-in is not configurated. Please contact your SatuitCRM support group for ...." Also, this error shows up in Outlook even when a user is not trying to use the add-in!

    4 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  9. Notes Section

    1. Could there be a notes or Summary section under Relationship Name that enables the input of important family notes as it pertains to family relationships? Something like a Family Tree.

    2. Create another view from the Accounts Page that drops down to a Summarized page allowing us to simply input important information about the account in detail.

    3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  10. 3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  11. Integrate with Laserapp

    Integration with Laserapp would allow us to use our data in Satuit to help populate forms at Charles Schwab when opening up accounts for new clients.

    6 votes
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  12. reporting req

    Ability to extract reporting requirements in single rows, including CC List contacts.
    Currently, a reporting requirement can be setup for a single report on a single account with a single primary contact. Then any additional recipients can be included in the CC List Multipicker. However, when extracting the reporting requirements from Satuit to integrate with another system the contacts listed in the CC List do not report as separate lines with their email address. Therefore, we have instructed users to make individual reporting requirements for each contact causing duplicate reporting requirements and extra work for users. This is the only…

    7 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  13. Synch all addresses to Outlook

    Currently, only the mailing address synchs to Outlook. We would like all of the contact's addresses to synch.

    7 votes
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    1 comment  ·  SatuitCRM  ·  Admin →
  14. Change how entity "Last activity" field is populated

    Currently, the entity last activity field populates only from activities that were added directly to the entity. We often have activities that involve contacts from more than one entity, particularly when adding emails from the Outlook Add In. If an activity is linked to multiple contacts such as an attorney and a client who are not in the same entity, the entity last activity field only updates under one entity, even though the activity pertains to multiple entities.

    2 votes
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  15. Reading Hardcoded Fields are extremely difficult to see

    The font color within Satuit is difficult to see. It appears to be a very light gray color. Is it possible to change to Black or something else that is distinguishable?

    4 votes
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    1 comment  ·  SatuitCRM  ·  Admin →
  16. Tag linked contact for more than one role

    Currently, when a role is assigned to a linked contact, the system only allows one role per contact. However, in many circumstances, one contact has multiple roles. For example, the Chief Investment Officer could function also as the authorized signer and the legal contact.

    18 votes
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    1 comment  ·  SatuitCRM  ·  Admin →
  17. Add a PURGE function for contacts--the "Right to be Forgotten"

    GDPR grants a "Data Subject" the "Right to be Forgotten," which means that an individual can ask a vendor to delete all information on them from their database. While it is easy to delete a contact record from Satuit, it is less easy to find and delete all the places where the contact record may be linked (an activity, an opportunity, mass mail, documents, deal flow, etc). Provide a purge function that would ,with a single click, delete the contact permanently and remove the contact's name from the contact fields on other tables.

    5 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  18. Identifying a closed account using the quikc find

    When searching on an account number using the quick find, the system returns both open and closed accounts which may contain the number you searched on. However all the data lines in the initial browse list are the same color. Therefore the user is not able to distinguish if an account is opened or closed unless they actually open the account record. It would be helpful of the closed accounts were in red, similar to how they appear when you are looking at the listing of accounts under a specific business.

    3 votes
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  19. Copy Button On Opportunity Tab

    We are experiencing difficulty internally handling opportunities that fund in tranches. It would be helpful to have the ability to duplicate the opportunity as this has been our only workaround to date.

    4 votes
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  20. Disable ability to print from browse list

    It would be beneficial if system administrators could restrict users' ability to print and therefore export client or account data from a browse list.

    3 votes
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