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 ...
A task assigned to many users
To meet our clients’ needs, from now on you can assign one task to many users. Task, assigned in this way, will show up at the same time in each user’...
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...
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...
How to change columns order in the Contact list
To change the order of columns in clients’ database, in the top menu select CRM > Clients > click on the cog icon > Contacts. Click again on the cog i...
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 add a new category to your Knowledge Base
If you want to create a new category for your Knowledge Base posts, select Settings > Knowledge Base settings > Categories: ...