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Filters

Filters - the ability to set the recipient's email address

A 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 2016

1. 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 system

Should 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 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 ...

Basic operations

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 ...

CRM Settings

Adding/displaying news from RSS channels on client's card

Sugester 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 view

Sugester allows to configurate content in Dashboard, the default website after login. In Dashboard settings (Settings > Account settings > Advanced > ...

API & Integrations

Dropbox integration

Dropbox 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 receiver

Sometimes, 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 integration

You 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 data

Sugester 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 folders

Sugester 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 tracking

With 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 changelog

News 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 view

With 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 changelog

A 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 2016

1. 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 Sugester

Sugester 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 options

Sugester 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 messages

You 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 portal

Client 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 builder

One 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 survey

NPS 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 campaigns

Introduction 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 tagging

In 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 ...