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Sugester Help

Sugester Help

Answers to common questions about CRM, helpdesk, tasks, chat and more.

Mon–Fri, 9:00–18:00 CET

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General

General

Get help with general setup & configuration

Email & helpdesk

Email & helpdesk

Set up & manage your business correspondence

CRM

Manage customer relationships and boost sales

Tasks & projects

Tasks & projects

Plan, delegate and track tasks within your team

Live chat

Reach out to your customers in real time

VoIP

VoIP

Track and annotate your business calls

Knowledge base

Knowledge base

Build an online help repository for your product

Forum & Feedback

Forum & Feedback

Collect feedback and build a product community

Macros

Macros

Automation, macros and scripts

Reports

Reports

4 entries

Forms and NPS surveys

Forms and NPS surveys

Create custom forms or quickly conduct an NPS survey

Email marketing

Email marketing

Reach your customers with effective email campaigns

Latest changes/ changelog

Latest changes/ changelog

Latest changes in Sugester

Newest

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 conten...

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Email assistant

Email assistant is a feature created to filter emails, so you can save your precious time by paying ...

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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,...

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Deleting contacts

If client’s email address or phone number is not valid anymore, you can easily delete it. Just go to...

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Changing account's owner

If you’re leaving the company for which you’ve created Sugester’s account, then you can easily pass ...

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Sugester CRM integration with VoIP Telecube

Sugester includes phone call support. Our VOIP module is integrated with a Polish VOIP operator call...

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Agent collision detection

Things can get messy when two people start working on the same thing without knowing about each othe...

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Separate e-mail address for each co-worker

Having a separate mailbox and e-mail address for every user can be very useful. For example, all tic...

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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 tea...

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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...

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Improved email deliverability - SPF and DKIM records

Configuration below improves email deliverability sent from your own address so they won't go to the...

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How to enable tagging on your Suggestions Forum

To enable tagging on your forum, go to Settings > Forum Management > Additional options and tick the...

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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 simpl...

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Creating a contact list

In Sugester you have 3 ways to create email campaign lists: based on contacts in CRM (or manually ...

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