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  1. Improve Calendar to support Holidays

    The ability to see what days are holidays in the calendar in satuit. Should have access to select various countries that we operate in, also on the activities screen a pop up when somebody enters a sat or sun for an appointment, and also pop up to show if that date is a holiday in one of our specfied countries.

    4 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  2. document tab - email

    When adding a new document, it would be great if when you hit the email icon a box comes up (populated with the contacts from the contacts tab) that allows you to select the contacts you want to email or cc.

    3 votes
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    0 comments  ·  SatuitCRM  ·  Admin →
  3. date tokens for custom search

    We would love to have date tokens where we can determen the look back/ahead criteria. We would like to have Previous X Days/Weeks/Months or Forward X Days/Weeks/Months

    7 votes
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  4. Access logs for Satuit2Go

    As the system administrator I would like to know which of our users are using Satuit2GO who should be. Because we have a bring your own policy I have no other way of tracking who is using it. When the sales team are making excuses for not entering their activities I need to be able to say they can via Satuit2GO

    14 votes
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    0 comments  ·  Satuit2GO  ·  Admin →
    under review  ·  James Plassmann responded

    Following the release of the Satuit2GO app we will consider creating a on-demand report for this.

  5. 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 →
  6. 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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    0 comments  ·  SatuitCRM  ·  Admin →
  7. 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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    0 comments  ·  SatuitCRM  ·  Admin →
  8. 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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  9. 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 →
  10. 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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    0 comments  ·  SatuitCRM  ·  Admin →
  11. 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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  12. 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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    0 comments  ·  SatuitCRM  ·  Admin →
  13. 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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    0 comments  ·  SatuitCRM  ·  Admin →
  14. 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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    0 comments  ·  SatuitCRM  ·  Admin →
  15. 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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  16. 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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  17. Add Quarterly as a Recurrence Pattern

    We need Quartery option when creating recurring activities

    1 vote
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    0 comments  ·  SatuitCRM  ·  Admin →
  18. 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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    0 comments  ·  SatuitCRM  ·  Admin →
  19. 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 →
  20. 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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    0 comments  ·  SatuitCRM  ·  Admin →
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