All entries

Latest changes/ changelog

We have two new features this week - we’ve added account’s limits in settings and another variables useful in footers and documents templates. Learn m...

Working with deals

If you’d like your deals to have the same name as invoice’s first position, select Settings > CRM settings > Deals. Mark the Update deal’s name with i...

Latest changes/ changelog

Friday again! This week, among many new features, we came up with one that can really save you sometimes:) Sugester doesn’t know what ‘impossible’ mea...

Basic operations in CRM

All activities on clients that take place outside of the system, like meetings, phone calls etc., can be saved in Activities field in client’s profile...

Basic operations in CRM

If you need to search for specific information, you can use the advanced search in clients. Select CRM > Clients, and click on Advanced search. In t...

Basic operations in CRM

Sugester allows you to easily merge few clients. This feature is especially useful, if you have duplicated records in your clients database. To merge ...

Basic operations in CRM

To change the order of custom fields you’ve added to clients, tasks or projects, select Settings > Account settings > Advanced. Next, find ‘Additional...

Basic operations in CRM

In Sugester not only you can look for records that match chosen conditions, but also for items that don’t meet this conditions. It’s very useful in a ...

Basic operations in CRM

Sugester recognises duplicated records in clients database while adding a client. One of the parameters, by which the system is searching for duplicat...

Basic operations in CRM

Arrows in the top right corner in client’s profile allows you to quickly switch between your clients. The system will smoothly transfer you from one p...

CRM Settings

Statuses allow to filter clients and inform about the stage of cooperation. If you’d like to quickly sort your clients, eg. to see how many of them ar...

CRM Settings

Sugester enables displaying clients’ list in the way you want it. Just select CRM > Clients, click on the cog icon in top right corner and click on Di...

CRM Settings

To enable automatic notifications eg about clients’ birthdays, first (on the client’s list) you have to create dynamic list. To do that, select CRM > ...

Client portal

If your client is about to start using the Customer Portal, there are few things you should now about. If you’d like to know, how the portal will look...

Client portal

In the Client Portal everyone with access can add posts. If you’re working with individual clients, then only one person will use the portal. But if...

Client portal

After signing up to the portal, your client will receive a default welcome message, which looks like the one below: However, if you’d like your messa...

Working with deals

You can add your custom fields to deals. It allows to store data not included in default form. To add your own field, select CRM > Deals. The system w...

Working with deals

Sugester enables adding tasks to deals. It comes quite handy eg. when you take an order from a client and now need someone to complete it. This way th...

Contacts

Statuses allow you to add information you need for your contacts. You can adjust statuses to your business type and your needs. You can add as many st...

Contacts

To change the order of columns in clients’ database, in the top menu select CRM > Clients > click on the cog icon > Contacts. Click again on the cog i...

Contacts

If client’s email address or phone number is not valid anymore, you can easily delete it. Just go to the client’s profile, click on the cog icon next ...

Tasks Management

Everyone has a busy day sometimes, when mailbox is bursting with emails and tasks, and they’re just keep on coming. If you know, that you won’t be abl...

Tasks Management

Sugester allows to manage your emailbox and convert your emails to tasks. You can do it: manually (singular email) automatically - by creating a fi...

Receiving emails

Setting up Sugester to work with your e-mail account is very simple. Just follow these steps (they’re based on Gmail, but most services look similar):...

Tasks Management

If you want a task to appear on the tasks’ list earlier than on its deadline, just use a cog icon and select ‘Postpone to a date’.