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 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. ...
How to add an internal comment in a single email thread
To add an internal comment to an email (i.e. for the purpose of redirecting the email to another team member) you have to the use the drop-down menu i...
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....
Anonymous form results
You can use Sugester’s forms in many ways. For sure it’s the best tool to learn your customers/employees opinion about products, pricing, work environ...
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...
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...
Customizing your chat widget
Sugester lets you customize the appearance of your chat widget. To perform these changes, go to Settings > Live chat settings, select the widget you w...
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 ...