Sugester Help
Answers to common questions about CRM, helpdesk, tasks, chat and more.
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What's the name of my account?
As you might have noticed, whenever you need our help, the first thing you are asked for is the name of your account. And no, we don’t mean your email...
Errors/limits in email campaigns
With Sugester sending an email campaign is the easiest and the fastest way to let your clients know about sales or important updates. As you have prob...
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 report errors?
Although we work very hard to keep the system running smoothly, sometimes certain features or modules won’t work properly and you’ll receive a system ...
Custom domain for the Client Portal
If your customers are using the Client Portal, remember that they can see it under your own domain. So instead of eg. accountname.sugester.com/client/...
Importing emails database to Sugester
When you switch between two systems it's crucial to maintain the history of correspondence with clients. To make the process easier, we're giving you ...
Popular
How to enable Facebook login
To enable Facebook login, go to Settings > Account settings > Login and tick Login with Facebook. You are going to need two codes - your Facebook App ...
Learn new features: department in forms and custom unsubscribe link
Lately we’ve added two important features as the answer to your suggestions :) Learn more below! 1. Extended departments in forms You might say that a...
Importing emails database to Sugester
When you switch between two systems it's crucial to maintain the history of correspondence with clients. To make the process easier, we're giving you ...
Deleting a client
If you’re not working with particular clients anymore and there’s no need to keep them in your database, you can easily delete them. We have two ways ...
What's the name of my account?
As you might have noticed, whenever you need our help, the first thing you are asked for is the name of your account. And no, we don’t mean your email...
Errors/limits in email campaigns
With Sugester sending an email campaign is the easiest and the fastest way to let your clients know about sales or important updates. As you have prob...
'Visible in portal' feature
In the Client Portal you can decide, if a task should be visible in the portal or not. It’s escpecially important if your employees use tasks not only...
SSL with your own domain
If you’re using Sugester with your own domain, you will be logging into the system using HTTPS, while the remaining pages will be served using HTTP. I...