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...
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Sign up and login
If you decided to join our community, then you should start with testing the system. The account suffices for your whole firm, so if more people are u...
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 ...
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/...
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....
Learn new features: browser in reccuring tasks and unsubscribe list, displaying tags while creating a contact list and others
In the past two weeks few new features showed up that you should know about:) Learn more! 1. A simple browser in reccuring tasks On reccuring tasks’ l...
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...
Configure and manage e-mail
Configuring e-mail in Sugester In this help article you will find an overview of all the key questions related to configuring, sending and managing e...