All entries

Tasks Management

In Sugester you can edit columns in tasks’ column view. You can add new columns, hide them in column view or delete them, if a column is no longer nee...

Tasks Management

If you want to change a custom field you’ve created in tasks, eg. change its name or just delete it, you can easily do that in your account’s settings...

Tasks Management

In Sugester you can add deadline to your task. From now on, you can specifically define when your employee must start and finish a task. To do that, w...

Tasks Management

If you want to organize your tasks and see, how many is generated in a day/month/year, just enable Task/Email numbering. Sugester allows you to sort t...

Tasks Management

Sugester allows you to create recurring tasks - it’s a kind of task, that repeat itself in defined period of time. This feature makes it easier to cre...

Tasks Management

To meet our clients’ needs, from now on you can assign one task to many users. Task, assigned in this way, will show up at the same time in each user’...

Tasks Management

Sugester allows you to create tasks related to emails. It means that from now on you can easily create a task assigned to particular email. This featu...

Tasks Management

Sugester allows to display tasks (also in projects) in column view (agile, kanban, trello).

Tasks Management

Sugester allows you to create your own tasks’ statuses. It means that except of adding a task priority, you can also define a stage of your task - and...

Basic operations

Sugester allows you to change your password at any time or, if you forgot it, to recover it. Password recovery If you forgot your password and can’t l...

Basic operations

If you’re leaving the company for which you’ve created Sugester’s account, then you can easily pass your Owner privilege to another person. It’s very ...

Account Configuration

Each user, after leaving his/her work place, should lock the screen. Locking will secure computer with a password without logging out and closing ever...

Account Configuration

To increase safety of your account, please remember to verify your email address. To do that, select Edit profile and in the top right corner select C...

Account Configuration

By using 2-step verification you increase safety of your data even more. This feature allows to protect your account by using password and a code sent...

Sending emails

To send emails from your own email address (other than the one you used to register) please do as follows: Select Settings > Email settings > Email...

Email footer

To add picture to the e-mail footer, first you have to upload it to the ‘Files’ module. You can do this by selecting ‘Shortcuts’ on the top of the pag...

Working with deals

If your business is based on selling products or services, one of the most necessary tools is an adequate report - pipeline. In this article you’ll l...

Account Configuration

To make sure your Sugester account is safe from unwanted login, the owner of an account may select IP numbers, from which access to the account will b...

Basic operations

We don't want our coworkers to see all of our e-mails. That's why each mailbox in Sugester can be marked as Private. All e-mails sent by private mailb...

Basic operations

Sugester allows you to improve handling mailbox in company. Thanks to advanced search you will easily find e.g. e-mails sent by particular client, you...

Basic operations

Group work is a key for success in customer service. If you want to add coworkers to your Sugester account, just select Settings > Users > Add user. ...

Basic operations

If you want to change the category of a client, if you want to assign a different representative or apply a different tag to a group clients, you do n...

Good to know

You often turn to us with questions regarding help with account settings or to analyze a specific situation on your account. In order to keep your da...

Basic operations

Sometimes you want to delete more than one post from your inbox. Regardless, of the fact whether you want to delete everything or specific posts relat...

Basic operations

Sugester enables you to easily edit the menu items in the top bar. Depending on your needs you can either change the names, hide some (if you do not r...