Release 17.5
Platform Enhancements
REST API - Move Records to Different Entities
Allow the programmatic moving of records to a different Entity/Business via the REST API. Feature benefits include:
- Ability to sync changes received from external sources (e.g. Data Providers, Data Warehouse).
E.G. - When a Contact moves to another organization, automate Contact move in Satuit.
API Documentation
- Link a record to another entity (Contact example) https://documenter.getpostman.com/view/12383530/T1LQfkNj?version=latest#a3f00572-e635-480b-8ac8-79d0ce5821bd
Expanded Integration with Dakota Marketplace
Based on popular demand from out clients, we have expanded to integration with Dakota Marketplace to include additional fields to the application to better house the data coming from Dakota. This includes:
- Business/Entity Records:
- 2 new Date fields
- 1 new Money field
- 5 new Memo fields
- 75 new Text fields
- Contact Records
- 2 new Date fields
- 1 new Memo fields
- 18 new Text fields
Preparations for User Interface
We are very excited to announce we will be launching an updated Satuit User Interface coming with v17.6! There are numerous improvements being made to prepare for the refresh, keep your eyes out and contact your Relationship Manager for additional information.
Release 17.4
Add Document Attachments to Document Records via the REST API
We have added the ability programmatic add attachments to Document records via the REST API and allowing Document records to be linked to other record types via the REST API. This feature enables the ability to sync documentation from external platforms to Satuit, allowing Satuit to remain the system of record.
Example uses of this feature include:
- Automatically adding a Client Report from a 3rd Party Reporting tool (i.e. Coriq, Vermillion, etc.) to Satuit and associating it to the proper Account.
- Adding a case from an external client support application into a Satuit Activity record and attach relevant documentation.
API Documentation:
- Upload Document Attachment
- Link Document Record to Additional Records (Activity example)
Linked Relationships Import
To allow admins to create linked relationships in bulk, we have added additional imports to create linked relationships within Satuit. These imports can be leveraged through our Secure Data Exchange (SDX) as well as be automated via the BulkAPI. The new Import types to create linked relationships
- Business-to-Business links
- Business-to-Contact links
- Contact-to-Contact links
Contact Import – Add Contacts to Existing Business/Entity
We have expanded the Contact Import tool to allow Admins to create new Contact records by supplying the Business/Entity ID. Historically you needed to map the Business/Entity Address fields to match the records to the appropriate Business/Entity records. This new import option under the Contact Import increases the ease of importing Contact records and ensuring they added to the correct Business.
Release 17.3
Browse List Preview Pane
The browse list preview pane will allow the user to the view the form of the selected record while reviewing other records on the browse list. This will give the user the ability to view additional information about the selected record, without having to leave the browse list itself. The user will be able to view linked relationships, associated records, document attachments (amongst other information) without clicking into a specific record.
The Preview Pane will be enabled by default for users. Pane is enabled/disabled selecting Preview button on the Browse List toolbar
- Last setting (enabled or disabled) will be remembered, per Browse List
- Preview Pane is read-only
- Within the Preview Pane, available icon functions:
-
- Switch form (when multiple forms are available) Open form in full screen (opens editable form)
- Open form in full screen (opens editable form)
- Open form in new tab/window (opens form via direct link)
Mobile Additional Authentication
Additional authentication has been added for Satuit2GO. This has been added to ensure organizational security standards are extended to mobile access. The additional authentication can be implemented via either:
- 2 Factor Authentication
- SAML Single Sign-On
Release 17.2
System Admin Enhancements
Data Driven Form Configurations
You can now create forms showing only the relevant fields for the record selected. This optimizes the user experience and reduces the noise on the screen by removing unnecessary fields. Using a Picklist field for a Record Type, Admins can create forms that are dictated based on the Picklist value selected.
For example, create bespoke Activity forms based on the Activity Type (phone call, email, etc.) for the Activity.
How to:
- System Administration > System Configuration > Manage Form Groups > Picklist Value
- Create Form Groups
- Select Picklist values that should use the same form configuration
- Note: Any values not selected will use the default form configuration for the Record Type
- Create Form Groups
- System Administration > System Configuration > Forms Configuration
- Once Picklist Value Form Groups are created, enable Picklist Value Group Forms
- Once enabled, copy an existing form and select the desired Picklist Value Form Group to create and configure the form for that group
- Once Picklist Value Form Groups are created, enable Picklist Value Group Forms
- If Picklist Value Group Forms are enabled for a Record Type, when a new record is being created, the user will be prompted to enter a value for the applicable Picklist field to ensure the correct form is displayed
Example Screenshots:
- Manage Form Groups
- Forms Configuration
Field Management via Forms Configuration
We’ve made it even easier for admins to set up and modify forms without having to leave the Forms Configuration menu. Admins can modify field information without losing changes previously made to the form configuration.
How to:
- System Administration > System Configuration > Forms Configuration > Field Details
- Field Properties button opens the Data Dictionary window for the field selected.
- Manage Picklist opens the Picklist Editor for the field selected
- NOTE: This is only available for Picklist and Keyword fields
Example Screenshots:
- Field Details section
- Field Properties
- Manage Picklists
Additional Workflow Action Types
Expand your process automation capabilities and streamline your workflows by triggering record updates to automatically create new Document, Deal Flow, and Mailing & Events records.
How to:
- System Administration > Workflow > Actions
- Client must be licensed for the Record Type in order for it to be available in Workflow.
Example Screenshots:
- Workflow Actions
Zapier Integration Beta Program
As part of our v17.2 release we have started a Beta Program for an integration with Zapier. Reach out to a member of the Satuit Client Success team if you are interested in participating in the program.
Release 17.1
System Administrator
Workflow with Time Based Triggers
System Admins may now create workflow triggers based on date parameters, allowing the user to create more time-sensitive workflow processes. This addition will assist you with your scheduling and notification needs.
- Create Triggers for upcoming or overdue events
- When mapped to Action(s), the Action will be executed on records meeting the trigger criteria
- Workflow Mappings with Time-Based Triggers will run daily
Post-upgrade, the Workflow Mappings will log all events executed for each Mapping, improving the visibility of the whole workflow process:
- Select Workflow Mapping items and select View Records to view events
- Events log displays date event occurred, Actions that occurred, and direct links to the Trigger record (Source) and records created (Target)
Satuit Data Exchange (SDX) Move Source Files Post Processing
- SDX Configuration – Import window now allows you to select the Move file after processing option an enter the Post-Processing file path
- When selected, exception reports will be delivered to the post-processing directory
Custom Search with New Date Tokens
Custom Search now includes the following additional date token options, allowing the user to bring about more refined search results on a more specific timeline:
- More Than NN Days From Now – Returns records with dates greater than {Value} days from current date
- Within Next NN Days From Now – Returns records with dates between current date and {Value} days from current date
- Between NN and NN Days Ago – Returns records with dates within the specified values before current date
- Between NN and NN Days From Now - Returns records with dates within the specified values from current date
Release 17.0
Platform Wide Enhancements
Homepage - External Links
Users and Homepage Admins may now add an External Links panel to Homepage Views, allowing Users to create shortcuts to pertinent websites directly from Satuit. You can add as many links as you would like with the URL and description with an easy drag and drop configuration to order links. Each link will open in a separate tab or window based on browser settings.
Satuit Data Exchange - Run Jobs Multiple Times a Day
Building on our easy to use automated data import tool, SatuitSDX, we have added an additional intra-day Recurrence Pattern option. With the ability to select 30 minutes, 1 hour, 2 hours, 3 hours, 4 hours, 6 hours, 8 hour, or 12 hours, user can now run multiple import/export jobs times a day to improve data relevancy between Satuit and their other critical systems. Users also have the option to only run these jobs on weekdays.
Workflow - New Account and New Opportunity Action Types
By popular demand we have added the ability to create new Account and Opportunity records via Satuit's Workflow engine. Building on the existing functionality to generating E-Mails and/or creating new Activities, this change expands process automation by triggering record updates to automatically create new Accounts and/or new Opportunities based on changes within the application.
As an example, this feature can be used to generate a new Account record within Satuit when a Sales Opportunity was marked 'Won' while also creating on-boarding activities and notifying team members via email.
Workflow - Create Records with Values from Source Record
Whether creating new Activities, Accounts, or Opportunity, Workflows may be designed to populate fields with values from the source record, improving usability and data integrity.
When creating a new record trigger within the Workflow tool, administrators can select the 'Value From Source' checkbox, then select the field containing the value desired in the 'Source Field' dropdown. When the new record is create, it will automatically populate the value from the Source record in that field for the new record.
Release 16.9
Satuit Platform Changes
Entity Linked Relationships on Browse Lists
In what we are sure will be a favorite feature, users can now configure the Linked Business and Contacts on Browse Lists. These Linked Relationship fields added to the Entity/Business, Contact, Opportunities/Sales, Accounts, and Deal Flow browse lists.
Notes:
- You can hover the record to see full list.
- These fields are not able to be filtered or sorted on.
Homepage Embedded Links
Users and Homepage Admins may now add Embedded Links to Homepage Views. Users can enter the URL and configure the Embedded Link Panel within the desired Homepage view to provide quick access to Internal or frequently referenced sites.
*Note* Site must allow the page to be embedded
Download Charts
Charts configured to a Form or Homepage View may now be downloaded as .PNG or .PDF files. This allows for the charts to be easily included in reports/emails sent to others.
Fast Find – Closed Accounts Displayed in Red
We have updated the Fast Find search results to display closed Accounts in red to help distinguish them from open/active accounts.
Release 16.8
SatuitCRM Changes
Automated Office365 Activity Import
This version introduces the option to automate the import of emails and appointments without using the Satuit Outlook Add-In.
- Automatically import pertinent activities with existing CRM contacts
- Reps utilize their Office365 credentials to enable import in seconds
- Activities are added to the CRM without requiring Reps to be logged into the CRM or Outlook
Satuit Platform Changes
SatuitSDX Updates to Move Processed Files
We’ve added the option to the SDX Data Utility Bulk Document Upload job to move processed files to a post-processing folder on completion.
- Select “Move file after processing?” checkbox
- Enter file path for the post-processing folder
NOTE: This feature requires the Satuit API, contact your Satuit Client Success Representative for additional information.
RESTAPI Updates - Return Records Marked for Deletion
The Satuit RESTAPI may now be leveraged to return records currently marked for deletion.
- Create external reports to review marked for deletion items prior to permanently deleting
- Add additional parameter to existing GET requests; options={showDeleted:1}
NOTE: This feature requires the Satuit API, contact your Satuit Client Success Representative for additional information.