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
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 ...
Filtering messages/tasks which contain a specific phrase or phrases (OR, AND)
Filters have been provided with a new extension - since now they have the functionality of OR/AND. If you want your filter to be even more effective, ...
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....
Converting emails to tasks
Sugester allows to manage your emailbox and convert your emails to tasks. You can do it: manually (singular email) automatically - by creating a f...
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...
Display additional user info publicly
To toggle whether additional user info (such as the user’s position within your company) is displayed publicly, go to Settings > Forum Management > Ad...
How to change the HTML head section of my forum
The element is a container for meta data (data about data). HTML meta data is data about the HTML document. Metadata is not displayed. Meta dat...
Custom variable configuration
It's always good to have as much information about your conversation available as possible. Having detailed data about your interlocutor can help you ...