Sugester Help
Answers to common questions about CRM, helpdesk, tasks, chat and more.
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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
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....
The order of posts
In your Knowledge Base settings you can select the order of posts. The order is set for the whole knowledge base, not for particular categories. So ma...
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...
How to send emails to multiple recipients and hide recipients' addresses?
It happens quite often, that you want to send the same email to a few people at the same time but you want a recipient to see his/her email address on...
Can I add the same mailbox in two different Sugester's accounts?
The answer is - yes, in theory, but remember that the mailbox will be active in one account only (to send and receive emails). In Sugester the same ma...
How to schedule gamification
You can schedule gamification by going to Settings > Forum Configuration > Gamification and choosing the start and end dates for gamification.
Access to the account from specified IP addresses
To make sure your Sugester account is safe from unwanted login, the owner of an account may select IP numbers, from which access to the account will b...
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 ...