CRM
Manage customer relationships and boost sales
'Visible in portal' feature
In the Client Portal you can decide, if a task should be visible in the portal or not. It’s escpecia...
Custom domain for the Client Portal
If your customers are using the Client Portal, remember that they can see it under your own domain. ...
Client portal
Client portal makes it much easier to manage all clients’ posts and give them opportunity to report ...
Client portal - a welcome message
After signing up to the portal, your client will receive a default welcome message, which looks like...
Access settings in the Client Portal
In the Client Portal everyone with access can add posts. If you’re working with individual clients, ...
Sign up/Login
If your client is about to start using the Customer Portal, there are few things you should now abou...
Deleting/editing custom fields
Sometimes, after adding a custom field, you realize that you put it in the wrong place or spot a spe...
CRM display options
Sugester allows you to reorder and hide columns as well as adjust the number of entries visible per ...
Custom fields in CRM module
Although the default client sheet in Sugester gives you space to include a lot of client informat...
Client's sensitive data
Sugester enables you to manage the access to your clients' sensitive data. Sensitive data is eg. ema...
Clients column view
The column view of clients allows you to visualize the individual stages of your relationship with y...
Adding/displaying news from RSS channels on client's card
Sugester enables to collect all the data about a client in one place. RSS URL field is used for info...
Status managment
Statuses allow to filter clients and inform about the stage of cooperation. If you’d like to quickly...
User responsible for a client
To each client in Sugester you can assign a responsible person - someone who will be in charge of re...
Automatically create new clients/contacts based on email
If you want every recipient of your emails to be saved as either a contact or a client, simply go to...
“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...
Importing emails database to Sugester
When you switch between two systems it's crucial to maintain the history of correspondence with clie...
Importing customer database to Sugester
Sugester enables you to import your client database. The supported document files are XLS and CSV. T...
Importing deals database to Sugester
In Sugester it is possible to quickly import deals groups. Supported file formats for import are bot...
Importing customer contact database
Every customer within the CRM can have multiple attributed contact details. Sugester enables you to ...
How to repair a client database file in order to be able to import it into Sugester
If Sugester is refusing to accept your file with customer data (an error message appears), we sugges...
Deleting a client
If you’re not working with particular clients anymore and there’s no need to keep them in your datab...
Adding notes to clients
Sugester gives you the option of adding notes to your clients profiles. You can add as many notes as...
Adding avatar to a client
To add an avatar to a client, select CRM > Clients, choose a client and click on Edit. Go down to th...
How to export a list of clients/contacts
If you want to export your clients database to XLS file, you can easily do it in a few steps. First,...
Tagging clients
Tagging is the easiest way to sort your clients. You can mark your clients with many tags, so eg. if...
CRM advanced search
If you need to search for specific information, you can use the advanced search in clients. Select C...
Next/previous button in client's profile
Arrows in the top right corner in client’s profile allows you to quickly switch between your clients...
How to change the order of custom fields (eg. in client's profile)
To change the order of custom fields you’ve added to clients, tasks or projects, select Settings > A...
Duplicated records
Sugester recognises duplicated records in clients database while adding a client. One of the paramet...
Activities in client's profile
All activities on clients that take place outside of the system, like meetings, phone calls etc., ca...
Searching for deals by the invoice number
If you want to quickly find a particular invoice and you’re using InvoiceOcean.com, then you can use...
Deals column view
Deals column view serves as a visualisation for all the tasks that you have undertaken in order to r...
Buyer different than receiver
Sometimes, when you issue an invoice, product’s Buyer is different than the Receiver. While adding/e...
Shortened deal's description in client's profile
You can use Sugester’s deals in many ways - for example, to register and monitor sales opportunities...
Pipeline and sales forecast
If your business is based on selling products or services, one of the most necessary tools is an ade...
Custom fields in deals
You can add your custom fields to deals. It allows to store data not included in default form. To ad...
Displaying deals in the calendar
If your business field is eg. catering, booking or events, you surely realize, how important good pl...
Dictionary for deals
If you want to define types of deals used by the system, use the dictionary for deals. Thanks to t...
What are deals for?
If you run sales in your company and you need to monitor its stages and results, then you can use ou...
Update deals name from invoice position
If you’d like your deals to have the same name as invoice’s first position, select Settings > CRM se...
Document template
Sugesters’ document templates allow you to create compact document files, which you will be utilizin...
Creating template document for deal or client
Sugester enables you to generate default documents (i.e. deals, offers etc) based on client or deal ...
Variables for document templates
To create a document template you can use available tags/variables. You can find the list below: V...
Assigning contact to a department
If you use Sugester's departments to control user's access to your data, remember to assign contacts...
Statuses in contacts
Statuses allow you to add information you need for your contacts. You can adjust statuses to your bu...
How to change columns order in the Contact list
To change the order of columns in clients’ database, in the top menu select CRM > Clients > click on...
Deleting contacts
If client’s email address or phone number is not valid anymore, you can easily delete it. Just go to...
Adding avatar/picture to the contact
In Sugester to each contact you can add a picture (like in client’s profile). To do so, select a co...
Contact's profile view
Not always your contact becomes a client. Sometimes someone is just interested with a product/servic...