FAQs

SatuitCRM®

• Reporting — Permissions, Report Scheduler, and Sharing Reports
• Recycle Bin — Recovering Deleted Businesses and Contacts
• Password Reset — What to Do When You're Locked Out
• How to move/merge a contact?
• How to track mass mailing?

SatuitSIP®

• Browser Compatibility — SatuitCRM and SatuitSIP Portal
• How to publish a document to SatuitSIP® Portal?
• How to activate user(s) in the SatuitSIP® Portal?

Satuit2GO®

• How to log in to Satuit2GO?
• How to send an email on Satuit2GO?

Outlook/Gmail

• Satuit Emails Blocked or Sent to Spam by Gmail
• Outlook Add-In — Emails Logged to the Wrong Business (Blocked Domain Setup)
• Email Templates & Mail Merge — Requirements, Distribution Lists, and Sending
• Outlook Add-In — Classic vs. New Outlook, Installation, and Troubleshooting
• How to Install/Upgrade Outlook in Windows?
• How to change the Outlook Add-In settings?

Admin

• Audit Log — Access, Permissions, and Scheduling
• Satuit Data Exchange (SDX) — Setup, Scheduling, and Troubleshooting
• Mass Update Tool — Common Use Cases
• REST API — Getting Started (Authentication, URLs, Pagination, Rate Limits)
• Picklist Values Not Appearing After You Add Them
• Satuit Holidays - 2025

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