Sugester Help
Answers to common questions about CRM, helpdesk, tasks, chat and more.
Browse categories
Newest
What to keep in mind while writing an email?
Nowadays, the amount of received emails is enormous, so you should take very good care of the content sent to your clients. It’s important that receiv...
Email assistant
Email assistant is a feature created to filter emails, so you can save your precious time by paying less attention to incoming emails. Dependent on 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, select Settings > Import/Export. ...
Deleting contacts
If client’s email address or phone number is not valid anymore, you can easily delete it. Just go to the client’s profile, click on the cog icon next ...
Changing account's owner
If you’re leaving the company for which you’ve created Sugester’s account, then you can easily pass your Owner privilege to another person. It’s very ...
Sugester CRM integration with VoIP Telecube
Sugester includes phone call support. Our VOIP module is integrated with a Polish VOIP operator called Telecube. Telecube provides business customers...
Popular
A task assigned to many users
To meet our clients’ needs, from now on you can assign one task to many users. Task, assigned in this way, will show up at the same time in each user’...
How to add an email box to Sugester
In Sugester you can send emails from your own email addresses. You can add many email addresses with different domains to your Sugester's account (eg....
Departments - managing multiple departments from one account
Departments enable you to transfer your company structure into Sugester. Dividing your company into departments ensure that every cell within your com...
Variables for document templates
To create a document template you can use available tags/variables. You can find the list below: Variables for client’s document template: {{clie...
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 the cog icon > Contacts. Click again on the cog i...
Active/Inactive email templates
In Sugester you can easily mark, if a template is active or inactive. It will help you separate templates you’re currently using from the ones that ar...
Suggestions Forum basics
1. What is a Suggestions Forum? Suggestions forum is a place for your users to ask questions and suggest new features. It’s also a great way to aggreg...
Creating a contact list
In Sugester you have 3 ways to create email campaign lists: based on contacts in CRM (or manually added) based on clients' tags based on searched ...