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 ...
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....
Improved email deliverability - SPF and DKIM records
Configuration below improves email deliverability sent from your own address so they won't go to the spam folder in recipient's email box. This proble...
How to enable tagging on your Suggestions Forum
To enable tagging on your forum, go to Settings > Forum Management > Additional options and tick the appropriate checkbox.
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...
Graphic marking of a user on the list
The feature of adding a graphical icon to a user will allow you to make a user stand out among all other users on your list. If you wish to mark a use...
Adding, dragging and downloading attachments
In Sugester you can add all kinds of attachments not only in emails, but also in tasks, deals, projects or in client’s profile. It makes it easier to ...
How to set up where forum notifications are sent to
To set up where forum notifications are sent to, go to Settings => Forum settings => Communications.