[Sugester V2 EN](https://sugester.intum.pl/kb/sugester-v2-en.md) / [CRM](https://sugester.intum.pl/kb/sugester-v2-en/crm.md)

# [Interest card](https://sugester.intum.pl/kb/sugester-v2-en/interest-card.md)

**Name**: In this field, you can enter a short name that facilitates the quick identification of a specific case in lists and reports.  
**Description**: This section allows you to enter detailed arrangements, the scope of work, and the business context necessary for the execution of the order.  
**Responsible Person**: Here you have the option to designate a specific system user who will oversee the proper course of the entire process.  
**Related Task**: This space is used to link the interest to a specific activity in the calendar, ensuring full consistency of operational actions.  
**Client**: Use this element to assign the case to the card of a specific company or person, thereby building a clear history of cooperation.  
**Status**: In this area, you will specify the current stage of execution, which will directly affect the accuracy of sales reports and forecasts in the pipeline.  
**Contact**: This field allows you to select a specific decision-maker on the client's side with whom communication should take place regarding this matter.  
**Next Interest**: You can indicate the next planned step or related sales opportunity here, maintaining the continuity of business processes.  
**Outcome of Interest**: Fill in this space to specify the final result of actions (e.g., win/loss) after the formal conclusion of the entire process.  
**Department**: This function facilitates the assignment of responsibility to a specific organizational unit, streamlining internal settlements and work structure.  
**Date**: The system allows you to register the exact moment of entering the interest into the database, which is crucial for response time analytics.  
**Start Date**: Enter the planned start date of work here so that the team can prepare resources accordingly.  
**End Date**: Here you set the final deadline for completing the order, allowing for effective monitoring of timeliness.  
**Start Time**: In this field, you will define the specific start time of actions, which is particularly useful for precise schedule planning.  
**End Time**: This parameter is used to specify the exact end time of work, facilitating the accounting of time spent on the given topic.  
**Net Amount**: Enter the base value of the transaction here without VAT, which serves as the basis for further calculations.  
**Tax**: You have the option to select the appropriate percentage rate here so that the system can automatically calculate the due tax liabilities.  
**Gross Amount**: In this window, you will check the total value of the interest (net sum and tax), which is crucial for the final settlement with the client.  
**Currency**: Select the appropriate currency unit from the list in which all financial values of the given case are expressed.  
**Invoice Number**: This field allows you to enter the official document number associated with the given revenue.  
**URL**: Paste the direct link to the document here to enable quick preview of the invoice without searching the disk.  
**Source**: Mark here the source of contact acquisition (e.g., advertisement, referral), which will help you analyze the effectiveness of marketing channels.  
**External ID**: Enter a unique code if the interest was imported from another system and requires data synchronization.  
**Number**: This automatic field generates a unique internal system identifier used for precise record-keeping of the report.  
**Add Attachment**: Use this option to attach files, contracts, or technical specifications necessary for the execution team to the case.