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 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...
Filtering messages/tasks which contain a specific phrase or phrases (OR, AND)
Filters have been provided with a new extension - since now they have the functionality of OR/AND. If you want your filter to be even more effective, ...
Project browser in inbox
If you want to assign emails to projects, and at the moment you have a lot of them, for sure you know how annoying can be selecting a project from a v...
Display additional user info publicly
To toggle whether additional user info (such as the user’s position within your company) is displayed publicly, go to Settings > Forum Management > Ad...
SSL - Sugester widget over HTTPS
To get the Sugester widget on your website which uses SSL: Go to Settings => Configuration => Widget => SSL field; Save changes; Go to Settings =>...
How to create a new project
Sugester enables you to create, manage and track projects. At their core, projects are basically a collection of tasks; however, every project has som...
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 ...