All entries

Knowledge base

If you want to create a new category for your Knowledge Base posts, select Settings > Knowledge Base settings > Categories: Here you can add, edit or...

Working with deals

If you run sales in your company and you need to monitor its stages and results, then you can use our deals feature. Below we describe two ways of us...

Macros

If you work in the field and you run from one client to another, it’s not always possible to check Sugester’s tasks’/emails’ list. In situation like t...

Forms and NPS surveys

You can use Sugester’s forms in many ways. For sure it’s the best tool to learn your customers/employees opinion about products, pricing, work environ...

Basic operations in helpdesk

This feature is mostly recommended for internal communication. If you want to send emails to your coworkers and you want everyone to see receivers add...

Latest changes/ changelog

Last month not only few new features showed up (the ones you’ve asked us many times before), like timesheet export to xls file or tags for VoIP calls....

Email settings

If you’re a user without an access to the account’s settings and you want to create a folder, then go to your inbox, mark the checkbox next to any pos...

Knowledge base

In your Knowledge Base settings you can select the order of posts. The order is set for the whole knowledge base, not for particular categories. So ma...

Working with deals

If you want to quickly find a particular invoice and you’re using InvoiceOcean.com, then you can use the Invoice number field in the deals browser. Ju...

Email marketing

A simple search in E-mail campaigns is an easy way for effective monitoring and a big time saver. If you send dozens of campaigns each month, browser ...

General

Each status in Sugester has its own unique ID. It’s quite useful to know it, eg. when you create your own macros. If you want to check status’ ID, all...

Macros

Does your company provide training services? Or maybe your job is to implement different kinds of software for other companies? Do you need to know ab...

VoIP

If you use Sugester’s VoIP module, the system enables you to effectively manage all your contacts from incoming calls. How often does it happen, that...

Forms and NPS surveys

Forms in Sugester may gather any data, which can also change into emails, tasks or clients - so after client fills a form, the system can create an em...

Basic operations in CRM

Last activity column informs you about your last contact with a client. As a ‘contact’ in this column we understand email correspondence (outgoing/inc...

Basic operations in helpdesk

Thanks to this feature you can easily share email threads with your coworkers and not care about their privileges. In Sugester using departments, role...

Email settings

In Sugester you can easily mark, if a template is active or inactive. It will help you separate templates you’re currently using from the ones that ar...

Latest changes/ changelog

As you can see, this week we’ve added new contact features. We know that you were waiting for assigning contacts to departments, so read below, what w...

Email & helpdesk

Nowadays, the amount of received emails is enormous, so you should take very good care of the content sent to your clients. It’s important that receiv...

Importing data from other systems

When you switch between two systems it's crucial to maintain the history of correspondence with clients. To make the process easier, we're giving you ...

Client portal

In the Client Portal you can decide, if a task should be visible in the portal or not. It’s escpecially important if your employees use tasks not only...

Working with deals

You can use Sugester’s deals in many ways - for example, to register and monitor sales opportunities in your company or to save your services sales hi...

Knowledge base

If you’re in charge of creating knowledge base in your company, or you have reccuring releases of articles the whole company is waiting for, and at th...

Tasks & projects

If you create a lot of repeatable tasks, often with the same content, you don’t have to waste your time for doing that anymore. You can just use tasks...

Cases & Solutions

The answer is - yes, in theory, but remember that the mailbox will be active in one account only (to send and receive emails). In Sugester the same ma...