All entries
Good to know
How to report errors?Although we work very hard to keep the system running smoothly, sometimes certain features or modules won’t work properly and you’ll receive a system ...
Client portal
Custom domain for the Client PortalIf your customers are using the Client Portal, remember that they can see it under your own domain. So instead of eg. accountname.sugester.com/client/...
CRM Settings
Deleting/editing custom fieldsSometimes, after adding a custom field, you realize that you put it in the wrong place or spot a spelling mistake in the name. In this case you can ed...
Latest changes/ changelog
Learn new features: department in forms and custom unsubscribe linkLately we’ve added two important features as the answer to your suggestions :) Learn more below! 1. Extended departments in forms You might say that a...
Latest changes/ changelog
Departments in formsLately we’ve added a new feature in forms. From now on forms with results can be assigned to a particular department, so only users with an access to ...
Email settings
Post's date and hourIn your inbox, by the right side of the posts, you can see the date and hour, on which it appeared in the system. Dependent on activities with a post ...
Knowledge base
How to enlarge pictures in the Knowledge BaseIf you want pictures in the Knowledge Base to get larger after a reader points at them with a mouse, do the following. Go to Settings > Knowledge Base...
Latest changes/ changelog
Problems with the flashing 'confirm/ok' pop up in the systemThere’s an error in the newest Google Chrome version, which may cause problems with ‘confirm/ok’ pop up in Sugester. Pop up may flash everywhere the s...
Email settings
Tasks/emails notificationsSugester can send notifications to the new system tasks, comments or emails. You can also find system notifications in the right top panel, after clic...
Knowledge base
How to adjust Knowledge Base template?To adjust Knowledge Base template to your needs, select Settings > Knowledge Base settings > Template. You can select one of three possible choices: ...
Email settings
Email assistantEmail 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...
Latest changes/ changelog
Learn new features: changes in displaying custom fields, updated email campaign testingi, new column for deal's descriptionThis week we’ve got few small changes for you. Learn more below :) 1. Empty custom fields in client's profile won't be displayed You’ve asked for it m...
Latest changes/ changelog
Learn new features: updated 'substitution' feature, searching for a deal by invoice number and changes in VoIPNot much today, but we figured you would like to know about every little change:) 1. Updated 'Substitution/holiday' feature We hope you’re using this ...
Latest changes/ changelog
Learn new features: set post's release date, shortened deal's description in client's profile and sorting in customer's portalOnce again we’d like to share with you some new features, which appeared recently. Maybe it’s not a huge difference, but even the slightest change mat...
Latest changes/ changelog
Learn new features: extended search in email campaigns, priorities in client's portal, more info in email templates listWe’ve got a fresh dose of new features in Sugester. Check it out: 1. Extended search in email campaigns If you're using our Email campaign feature fr...
Latest changes/ changelog
Learn new features: sorting emails by BCC or CC recipient, anonymous surveys, additional information about form's subpage, client's portal new interfaceLately we’ve added some changes we are happy to tell you about. Mostly because they are the result of your suggestions :) 1. Sorting emails by BCC or ...
Latest changes/ changelog
Learn new features: browser in filters/macros list and automatic filling in client's domainA little less news this time, but it doesn’t mean we’ve got nothing for you:) Today you can learn more about our two new features. 1. Simple browser...
Latest changes/ changelog
Learn new features: tasks templates, expended search in client's sales funnel, updates in unsubscribe listLately we’ve added one new feature and few extensions you should know about. Learn more and check out the changes! 1. Tasks templates Using Sugester i...
Latest changes/ changelog
Learn new features: expended mapping type, existing mailbox verification, small changes in internal commentsThis week we’ve added few extensions to our features which opens new possibilities for you:) Learn more! 1. Extended task mapping in forms As you know...
Latest changes/ changelog
Learn new features: "Send public" to a group of recipients, extended open/click tracking feature, update of footers in templatesAfter New Year we've got an info about brand new feature, we've also added one extension and one update. Learn more! 1. How to send an email to a gro...
Latest changes/ changelog
Emaill footers updateToday we’ve updated email footers. Changes were made especially in email templates. If you want your emails to be sent with a footer, first check if ...
Latest changes/ changelog
Learn new features: new possibilities in emails, more data in the client base, sharing posts with users with no privilegesLately we’ve come up with 3 new features you should know about. Learn more! 1. Transfering email addresses between To, BCC and CC fields From now on y...
Latest changes/ changelog
Learn new features: easy way to delete/edit a note, separate lists for active/inactive email templates, small changes in timesheetFor a past week we’ve been working on few system’s updates. You can check results below:) Enjoy! 1. Easy way to delete/edit a note in client's profile...
Macros
Macros - the describtionIn macros we can use options described below: Sugester.send_sms(to, text) Sugester.send_email(email_to, subject, body) Sugester.create_task.(title, co...
Latest changes/ changelog
Learn new features: browser in reccuring tasks and unsubscribe list, displaying tags while creating a contact list and othersIn the past two weeks few new features showed up that you should know about:) Learn more! 1. A simple browser in reccuring tasks On reccuring tasks’ l...