All entries
Filters
Filters - the ability to set the recipient's email addressA new feature has been added to the filter options in the e-mail configuration - the ability to set the recipient of a message. From now on, the email...
Latest changes/ changelog
New in Sugester - September 20161. The AND / OR function in the filters We have added a feature that will allow you to create more specific filters. Apply the function in the Sender...
Account Configuration
Suspending a user in the systemShould a situation arise in which you have to lay off an employee, you will not have to delete them entirely from the system to denied them access to ...
Basic operations
Feature: holiday/vacation replacementIf 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 ...
Basic operations
The ability to generate your own titles for subpages displayed within SugesterSugester 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 ...
CRM Settings
Adding/displaying news from RSS channels on client's cardSugester enables to collect all the data about a client in one place. RSS URL field is used for informing about eg. new posts on client’s blog. To di...
General
Custom dashboard viewSugester allows to configurate content in Dashboard, the default website after login. In Dashboard settings (Settings > Account settings > Advanced > ...
API & Integrations
Dropbox integrationDropbox makes it much easier to work with files. You can create, store and share yours and your team’s files. In Sugester you can add files from your...
Working with deals
Buyer different than receiverSometimes, when you issue an invoice, product’s Buyer is different than the Receiver. While adding/editing a client, Buyer field allows to connect two...
API & Integrations
SMSapi integrationYou can integrate Sugester with SMSAPI and: send personalized text messages. It will sure increase your client's commitment send texts with birthda...
CRM Settings
Client's sensitive dataSugester enables you to manage the access to your clients' sensitive data. Sensitive data is eg. email address or a phone number, so this feature lets...
Email settings
Inbox foldersSugester enables you to create folders to manage the emails in your company. You can create as many folders as you need to effectively manage your ema...
Email settings
Email open/click trackingWith Sugester you can check if an email was opened by the receiver. To use the feature select Settings > Helpdesk settings and mark Email open trackin...
Knowledge base
How to select a category to be displayed in a changelogNews in the changelog are displayed from a defined category in your Knowledge Base. If you want the widget to display news from all categories, select...
Knowledge base
Change of the changelog viewWith CSS you can adjust changelog widget to your needs. To add your own CSS styles, select Settings > Knowledge Base settings > Changelog. In the Cust...
Knowledge base
Description of the changelogA changelog widget allows to display to users news about your app or updates in the system. You can add a changelog widget to any place at your websit...
Latest changes/ changelog
New in Sugester - August 20161. Custom fields in the Deals module Many of you have asked us to add custom fields to the Deals module - and we listened. Starting with the beginnin...
Forum & Feedback
Error tracking / bug tracking with SugesterSugester has a built-in error tracking module which can be used to report on HTTP and Javascript errors. Using it is as simple as embedding a code sni...
CRM Settings
CRM display optionsSugester allows you to reorder and hide columns as well as adjust the number of entries visible per page. To change the display options in your CRM mo...
General
Email notifications about new tasks and messagesYou can receive email notifications about all new items, such as emails, tasks and internal comments, which appear on your Sugester account. This opti...
Client portal
Client portalClient portal makes it much easier to manage all clients’ posts and give them opportunity to report their problems/errors, also to verify the stage of...
Forms and NPS surveys
Form builderOne of Sugester's modules is a form builder, which allows you to to easily create, embed or email custom forms. This is a very useful tool if you'd li...
Forms and NPS surveys
Creating an NPS surveyNPS surveys are a great tool for measuring customer satisfaction. The abbrevation stands for Net Promoter Score, because the final result of a complet...
Email marketing
Email marketing campaignsIntroduction Sugester allows you to create and send email marketing campaigns, segment their recipients and automatically reply with follow-up emails...
Basic operations in helpdesk
Email taggingIn time, by tagging emails, you can get a clear insight into problems or topics, that shows up repeatedly in your company’s correspondence. To enable ...