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Sugester Help

Basic operations

Deleting a user from a system

At any time you can delete a user from your Sugester account. A list of active users you can find in Settings > Users. If you want to delete a partic...

User's profile edition

Users are people, who get the access to your data in CRM. In Sugester you can add as many users as you want, give them privileges (more about privileg...

Checking account limits

Each Sugester Plan (paid and free) has its limits, and they’re different limits in each one of them. Limits mostly apply to users, email boxes, sent e...

How to change/recover your password?

Sugester allows you to change your password at any time or, if you forgot it, to recover it. Password recovery If you forgot your password and can’t l...

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 ...

Private mailbox

We don't want our coworkers to see all of our e-mails. That's why each mailbox in Sugester can be marked as Private. All e-mails sent by private mailb...

Advanced search in Inbox

Sugester allows you to improve handling mailbox in company. Thanks to advanced search you will easily find e.g. e-mails sent by particular client, you...

How to add new users?

Group work is a key for success in customer service. If you want to add coworkers to your Sugester account, just select Settings > Users > Add user. ...

How to change the status/department/person on the client list using one mouse click

If you want to change the category of a client, if you want to assign a different representative or apply a different tag to a group clients, you do n...

How to remove all the inbox posts with one click

Sometimes you want to delete more than one post from your inbox. Regardless, of the fact whether you want to delete everything or specific posts relat...

Editing the main menu items

Sugester enables you to easily edit the menu items in the top bar. Depending on your needs you can either change the names, hide some (if you do not r...

Your company data in Sugester

In Sugester you can save your company data.You can use it later to generate an email footer, to generate a report or a document template. All you have...

Sign up and login

If you decided to join our community, then you should start with testing the system. The account suffices for your whole firm, so if more people are u...

Feature: holiday/vacation replacement

If one of your employees is away on holiday or will be indisposed due to other reasons, you can use the feature ‘Replacement’ to redirect their inbox ...

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 ...

Changing the account name

Sugester enables you to freely choose the name of your account. We suggest you stick with simple solutions, i.e. using the company name or something s...