Sugester Help
Answers to common questions about CRM, helpdesk, tasks, chat and more.
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User activity report
The user activity report enables you to monitor, analyze and maintain statistical data regarding the actions and the performance of your employees wit...
Currency in deals
In Sugester you can add currencies to your deals. This feature helps you controlling your income and you can see the currency of a particular deal. Yo...
Display additional user info from your own portal (eg. logins or e-mail addresses)
In some cases it's useful to know which specific user submitted a particular post, especially if you want to contact them about ticket resolution. You...
How to change how new posts are sorted by default
To change how new posts on the main page are sorted by default (available options are: by age and by popularity), go to Settings > Forum configuration...
Timesheet basics
1. What is a timesheet? A timesheet is a way to display the time spent working. Sugester allows you to automatically collect information regarding ti...
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How to change the order of custom fields (eg. in client's profile)
To change the order of custom fields you’ve added to clients, tasks or projects, select Settings > Account settings > Advanced. Next, find ‘Additional...
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...
The ability to generate your own titles for subpages displayed within Sugester
Sugester enables you to change the way the title of a subpage which we are viewing is displayed. To change the format of a title you need to navigate ...
How to change the address from which forum notifications are sent
To change the address from which forum notifications are sent in your forum, go to Settings => Forum settings => Communications.
Automatically merging of emails dispatched to many (merging of duplicate emails)
If you are using Sugester to handle customer requests/suggestions, it may just happen that an impatient client will dispatch a duplicate email to mult...
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...
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 ...