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
Converting emails to tasks
Sugester allows to manage your emailbox and convert your emails to tasks. You can do it: manually (singular email) automatically - by creating a f...
Suspending a user in the system
Should a situation arise in which you have to lay off an employee, you will not have to delete them entirely from the system to denied them access to ...
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...
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.
Deadline in tasks
In Sugester you can add deadline to your task. From now on, you can specifically define when your employee must start and finish a task. To do that, w...