All entries

Email settings

In Sugester you have the option of configuring to whom a given mailbox is assigned and who will receive the emails that come into it. All you have to ...

Working with projects

If you wish to change the status of multiple projects simultaneously, navigate to the project list, check the checkboxes next to the projects which yo...

Working with projects

Statuses allow you to quickly filter projects, thanks to statuses we can track the progress of a project at any given moment. In this article, you’l...

Working with projects

In Sugester you have the option of assigning categories to individual projects. Categories can be fully defined at the administrator level. Thanks to ...

Tasks Management

Creating and managing tasks is there to help you organize the work in your company. Tasks can be assigned to specific employees or contractors, you ca...

Basic operations in helpdesk

To add an internal comment to an email (i.e. for the purpose of redirecting the email to another team member) you have to the use the drop-down menu i...

Account Configuration

Departments enable you to transfer your company structure into Sugester. Dividing your company into departments ensure that every cell within your com...

Filters

It is a common occurrence that you find yourself flooded with emails, which you do not actually have to read, and their growing number turns your inbo...

Importing data from other systems

In Sugester it is possible to quickly import deals groups. Supported file formats for import are both XLS and CSV. To import the deals database naviga...

CRM Settings

The column view of clients allows you to visualize the individual stages of your relationship with your client. From the moment when the initial recor...