All entries
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...