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Importing data from other systems

Importing customer contact database

Every customer within the CRM can have multiple attributed contact details. Sugester enables you to import contacts to clients. The supported files ar...

Filters

How to divert only selected messages from Gmail into Sugester

If you wish to receive your clients emails which were sent to Gmail to Sugester, you can setup a redirect for your Gmail account. This will allow you ...

Filters

Filtering messages/tasks which contain a specific phrase or phrases (OR, AND)

Filters have been provided with a new extension - since now they have the functionality of OR/AND. If you want your filter to be even more effective, ...

Filters

Filters - Assign to user; to folder; to project; to department. Change into an assignment

Sugester has the option of using a universal filter - this will enable you to redirect specific emails (or emails from specific domains) which are rec...

Filters

Filters - converting email into a client

Sugester enables you to create a special filter, which will scan the default content of the email and convert it into a new customer in the database. ...

Document templates

Variables for document templates

To create a document template you can use available tags/variables. You can find the list below: Variables for client’s document template: {{client....

Basic operations in helpdesk

How to get SMS notification when you receive an email

to enable SMS notification to alert the user through SMS about every incoming email on his mailbox, first integrate Sugester with SMSAPI account (SMS...

Email settings

Folders in inbox

In Sugester you have the ability to create folders that will improve the mail management process in your company. If you want to create a folder you c...

Latest changes/ changelog

New in Sugester - October 2016

1. New checkbox in the filters We’ve recently added the option to create filters in more detail by adding the OR or the AND rule. Now it also appears...

Document templates

Creating template document for deal or client

Sugester enables you to generate default documents (i.e. deals, offers etc) based on client or deal data (or on the client/deals). To generate such a ...