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Open/closed projects on the project list
Working with projects · · Views 2693
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Dictionary for deals
Working with deals · · Views 2087
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Dictionary for activities
CRM Settings · · Views 1931
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User activity report
Reports · · Views 2133
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Dictionary for tasks
Tasks Management · · Views 2964
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“Paid” field on the customer card
CRM Settings · · Views 1982
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How to configure a mailbox with a person
Email settings · · Views 2026
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Changing the status for multiple projects
Working with projects · · Views 2673
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Project status management
Working with projects · · Views 2773
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Categories in Projects
Working with projects · · Views 2829
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Adding priorities to tasks
Tasks Management · · Views 3123
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How to add an internal comment in a single email thread
Basic operations in helpdesk · · Views 2119
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Departments - managing multiple departments from one account
Account Configuration · · Views 2676
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Mark as read/automatic email archiving
Filters · · Views 1875
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Importing deals database to Sugester
Importing data from other systems · · Views 2661
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Clients column view
CRM Settings · · Views 2500
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Adding notes to clients
Basic operations in CRM · · Views 3022
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How to send emails from Sugester keeping a copy of the email on your own inbox (SMTP).
Sending emails · · Views 2359
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Projects column view
Working with projects · · Views 2846
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Creating a form
Forms and NPS surveys · · Views 2049
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Deals column view
Working with deals · · Views 3149
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Timesheet - working hours
Reports · · Views 2401
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Multipass Server
General · · Views 2110
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Multipass login
General · · Views 3237
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Integrating with InvoiceOcean.com - synchronizing clients and invoices as interests
API & Integrations · · Views 4004
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