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Sugester Help

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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...