All entries
Macros
How to set a reminder about a chosen dateIf you want Sugester to remind you about all important issues, like your collegues’ birthday, a contact with a client or other actions which should ha...
Latest changes/ changelog
Learn new features: new sorting options, form results browser, quick access from a task to timesheetThis week, as new features, we have two additional options in form results and updated timesheet sorting. Learn more! 1. Form results browser If you u...
Macros
AutomationSugester has features known as Marketing Automation (MA), Customer Service Automation (CSA) and Sales Automation. To enable Automation module, select...
Macros
New task created after a missed callIf you usually contact your clients with phone calls, you know how important it is how many of them answers your calls. In the ideal world everyone wo...
Macros
Get a new task to fill the VoIP call noteIf you care about high service quality, make sure the information flow works just fine in your company. Especially when it comes to the telephone cont...
Macros
Send text message after client's status changeNowadays companies use various channels to reach customers, sometimes multiple at the same time. Dependent on the communication kind we use emails, ph...
Macros
'Date' field automatic filling after creating a new clientThe first contact with a potential client is extremely important. You build new relation since the very beginning, from the moment of saving new recor...
Macros
Text/Email reminder about sending documentsIf you’re running an employment agency, accounting office or some other kind of business which requires a client to deliver different kinds of documen...
Email settings
Variables in email's nameIn Sugester you can add a lot of mailboxes to your account. Part of them is personalized and assigned to particular users, and the second part is more...
Macros
Email/text notification about job interview/meetingWhen you work with customers it’s important to keep the information flow. If you’re scheduling a meeting or an interview, make sure a person gets poin...
Email settings
Notification address verificationIn Sugester we pay a lot of attention to your safety. That’s why, when you create an account, you will receive two emails - one with an information ab...
Macros
'Date' field automatic filling after submitting a formYou can use Sugester’s forms in many ways - to collect leads, to report technical difficulties, to file a complaint. You can also use them to enroll y...
Macros
How to check custom fields' system namesSometimes, eg. for macros, you need to know the exact kind of custom fields in clients, deals, projects. To check that just edit client’s profile, and...
Email settings
Custom email statusesEmail statuses helps managing inbox posts and monitor the stage of the post. By default, Sugester offers you 3 statuses: New, Accepted, Resolved. If ...
Forms and NPS surveys
How to set forms/results departmentIf you’re running several departments and each of them is using forms, it might be necessary to disable one department from seeing another department’...
Basic operations in helpdesk
Creating a new client in inboxIf you happen to browse through posts in Inbox and you see, that you’ve received an email from a foreign sender, you can quickly add the new record to...
Email settings
Improved email deliverability - SPF and DKIM recordsConfiguration below improves email deliverability sent from your own address so they won't go to the spam folder in recipient's email box. This proble...
Latest changes/ changelog
Learn new features: expanded search in email templates, new possibilities in reccuring tasks, changes in deals' statusesLately we’ve mostly focused on improving few already existing features. Learn how this little changes can change your job! 1. More time periods in rec...
Email marketing
Errors/limits in email campaignsWith Sugester sending an email campaign is the easiest and the fastest way to let your clients know about sales or important updates. As you have prob...
Knowledge base
Restricted access to the Knowledge Base/Private Knowledge BaseIn your Sugester's account you can create many knowledge bases and share them with groups of people, dependent on their content and meaning. For exam...
Macros
SLang auxiliary functionIn the advanced search we can use special auxiliary function SLang. Variables are held in {{ and }} brackets. Examples: {{1 day ago}} {{3 days ago}} ...
Forms and NPS surveys
Autocompleting client's category dependent on the form's subpageThis feature is available with mapping kind Client. You can use it if you group your clients by categories. First, select the category you want your ...
Basic operations in helpdesk
How to send emails to multiple recipients and hide recipients' addresses?It happens quite often, that you want to send the same email to a few people at the same time but you want a recipient to see his/her email address on...
Email settings
TXT SPF records for different providersDetailed SPF configuration in Sugester: Sendgrid: ““v=spf1 mx include:u908313.wl.sendgrid.net ~all” Mailgun: “v=spf1 mx include:mailgun.org ~all” Ama...
Latest changes/ changelog
Learn new features: easy way to create contact lists, new possibilities in deleting user, tasks' pop up window customizationLast week we’ve added some new important features, but we’ve also updated few older ones. Look how easy it is right now to create a contact list for e...