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SuiseCRM

SuiseCRM SaaS Documentation for Admins

9.1 Client Projects

9.1.1 How to manage client projects? 1. You can Find Projects on the Left side of the page. Once clicked, you can  view  all the project details for the client. 2. Click the project you want to see. 2.1 Tab Summary  displayed all details of th...

9.2 Client Invoices

9.2.1 How to manage client invoices? 1. You can find Invoices on the Left  side of the page. 2. Once clicked, you can View all the details of the Invoice for the client. 3. Click on an  Invoice for further details . 4. You can download us...

9.3 Client Proposals

9.3.1 How to manage client Proposals? 1. You can find Quotations or Proposals on the Left side of the page:  2. All the existing proposals are listed here. 3. Once clicked, you can see all details of the Proposals here. 4. You can Accept or Dec...

9.4 Client Tickets

9.4.1 How to create/manage client tickets? 1. You can find Tickets on the  Left  side of the page. 2. All tickets are displayed here. To see the tickets in the kanban view click on the "Kanban View" (1) icon. 3. To Create a New Ticket, click on...

9.5 Client Quotations

9.5.1 How to manage client quotations? 1. You can find Quotations on the Left  side of the page: 2. Once clicked, you can View all the Quotations here. Click on the create icon to request a new quote. 3. Enter the details and click on the reque...

9.6 Client Appointments

9.6.1 Create a new appointment: 1. You can create a new appointment by clicking on the  "+" icon. 2. Select the staff you want to schedule a meeting with. 3. Choose the data and time, and click on " Confirm".

10.1 Instalation and Overview

10.1.1 Installation : SuiseCRM System Requirements   PHP 5.6 and PHP 7.0, 7.1,7.2,7.3 (7.3 is recommended & 7.4 is not yet supported) MYSQL 5.1+ mod_rewrite Apache MBString Extension GD Extension MYSQLi Extension PDO Extension OpenSSL Extension Zi...

10.2 Initial Setup & Main Settings

10.2.1 Inital Setup & Main Settings 10.2.1.1 How to manage Company Settings? 1. Company Settings Tab can be found here. Company Name: This is the company name that will be displayed on all the documents created. CRM Name: This will be the name dis...

10.3 Packages & Customers

10.3.1 Products/Packages 10.3.1.1 Managing your Products/Packages: 1. Your products can be found under "Packages" in the main menu. 2. You can add a new product/package/plan by clicking the green "plus" icon. 3. You can edit by clicking the "penci...

10.4 Leads & Tasks

10.4.1 Leads 10.4.1.1 What is "Leades": :1. Your "Leads" option can be found by clicking on "Leads" in the main menu. 2. "Leads" is managing your contacts via a contact/trial form on your main products page. 10.4.1.2 Managing your Leads: 1. To man...

10.5. Custom Pages

10.5.1 Custom Pages 10.5.1.1 What is "Custom Pages" 1. You can create custom web pages that will show in the footer section of your main website. Its is useful for privacy policy, terms of services, contact details etc. 10.5.1.2 Ceating & managing...

10.6 Custom Layout

10.6.1 Custom Layout 6.1.1 How to personalize the look of SuiseCRM 1. You can set individual colours of your SuiseCRM appearane by clicking on the "gear" icon in the bottom left corner.