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Basic operations

In Sugester you can save your company data.You can use it later to generate an email footer, to generate a report or a document template. All you have...

Basic operations

If you decided to join our community, then you should start with testing the system. The account suffices for your whole firm, so if more people are u...

Good to know

If you want to delete your Sugester account, just select Settings > Account settings > on the bottom of the website Delete account. Remember that only...

Good to know

To pay for your Sugester account navigate to Settings > Account Settings in the top right corner of your screen. If you are using a Free Plan of the s...

Good to know

Sugester is a complex tool for managing both customer support and customer relationships. The system is built around modules, meaning that you can cho...

Account Configuration

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

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 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

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

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

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

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

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

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

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...

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...