All entries

Basic operations in helpdesk

Sometimes, by mistake, you’re putting an email address in the wrong field, eg. instead of CC field you’re filling in BCC field. From now on you can ea...

CRM Settings

While creating a new client, or editing him/her in the system, you can also fill in client’s company domain. Thanks to this feature, all incoming/outg...

General

All Sugester’s users can store their files in the cloud. In all paid plans the file space is unlimited, in the free plan it’s 1GB. Maximum size of one...

Forms and NPS surveys

To quickly sort form results, eg. from oldest to newest or display them in alphabetical order, just use a simple browsing. It will also help you find ...

Basic operations in CRM

If you want to export your clients database to XLS file, you can easily do it in a few steps. First, select Settings > Import/Export. Next, click on ...

VoIP

From now on you can tag your VoIP calls in Sugester. Thanks to this feature you will easily find a particular conversation (eg. connected to a specif...

Reports

If you need to generate a report eg. for your client, to present the time you’ve spent working for him/her to make a pricing, you can quickly do that ...

Tasks Management

In Sugester you can adjust tasks’ pop up window to your company’s needs. To do so, select Settings > Account settings > Advanced > section Field modi...

Basic operations

At any time you can delete a user from your Sugester account. A list of active users you can find in Settings > Users. If you want to delete a partic...

Email marketing

In Sugester you have 3 ways to create email campaign lists: based on contacts in CRM (or manually added) based on clients' tags based on searched ...

Email settings

If you need your correspondence with a client to be sent also to your supervisor, another Sugester user, or your boss, just enable the Use auto BCC fe...

Contacts

If you use Sugester's departments to control user's access to your data, remember to assign contacts to the right departments. For example, if your em...

Latest changes/ changelog

Lately we’ve added to Sugester 2 new features that you asked us about at least few times - timesheet export to xls file and tags to VoiP calls. Of cou...

Live chat

Chat conversations are often made up of repetitive components - hellos, goodbyes and answers to frequently asked questions. What if you could just typ...

Sending emails

Using SMTP in Sugester allows you to send e-mail from Sugester's dashboard. To use this feature, go to Settings > Mailboxes > New mailbox, scroll to t...

Forum & Feedback

To enable tagging on your forum, go to Settings > Forum Management > Additional options and tick the appropriate checkbox.

General

We have added a new feature to Sugester. From now on you can give custom names to Sugester's modules. This makes creating a personalized experience fo...

General

Sugester supports logging in through accounts from third-party websites that have login APIs. When a user tries to log on to the Sugester forum our se...

General

Sugester is your online customer support and service center. Apart from our core tools - the helpdesk dashboard, simple CRM, product forum and knowled...

Forum & Feedback

To automatically assign team members to new posts (for review/problem resolution etc.), go to Settings > Forum Management > Additional options and sel...

General

In order to add your own domain (eg. help.yourdomain.com): In your DNS configuration set CNAME to dns1.sugester.pl; Please choose a domain like sug...

Forum & Feedback

The submission page can be personalized depending on your preferences. In order to display or hide certain fields on the page go to Settings > Forum c...

Good to know

As you might have noticed, whenever you need our help, the first thing you are asked for is the name of your account. And no, we don’t mean your email...

Basic operations in CRM

If you’re not working with particular clients anymore and there’s no need to keep them in your database, you can easily delete them. We have two ways ...

Email marketing

General Data Protection Regulation (GDPR) gives a person the right to withdraw the consent for personal data processing at any time. That’s why each e...