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Sugester Help

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Account Configuration

Graphic marking of a user on the list

The feature of adding a graphical icon to a user will allow you to make a user stand out among all other users on your list. If you wish to mark a use...

Account Configuration

Privileges (Roles) for Users

User privileges in Sugester vary depending on the role of the user within the company. Some data will be accessible to a regular employee, and manager...

Account Configuration

Sugester in your brand colors

Sugester has the option of rebranding / personalization.. At the moment, it is possible to substitute the logo in the system navigation bar, as well a...

Account Configuration

How to configure privileges, in order to obtain an employee and a department manager

Every company, even a small one, has an organizational structure and it requires allocating the appropriate privileges to individual employees. We do ...

Working with projects

Open/closed projects on the project list

When entering the projects tab, the system will show you all the active / open projects by default. Thanks to this you will be up to date on all the c...

Working with deals

Dictionary for deals

If you want to define types of deals used by the system, use the dictionary for deals. Thanks to this feature, you will be able to standardize types...

CRM Settings

Dictionary for activities

If you want to define the type of activities used by the system, use the dictionary for activities. Thanks to this feature, you will be able to stan...

Reports

User activity report

The user activity report enables you to monitor, analyze and maintain statistical data regarding the actions and the performance of your employees wit...

Tasks Management

Dictionary for tasks

If you want to define the type of tasks that are used by the system, use the dictionary for tasks. Thanks to this feature, you will be able to stand...

CRM Settings

“Paid” field on the customer card

The Paid field will inform you whether or not a given customer can be considered as a ‘victory’ or a ‘loss’, i.e. whether they paid your for the servi...