All entries
Basic operations in CRM
Adding notes to clientsSugester gives you the option of adding notes to your clients profiles. You can add as many notes as you like. Each of them will bear the date and the...
Sending emails
How to send emails from Sugester keeping a copy of the email on your own inbox (SMTP).Note: saving outgoing messages does not work for all email providers. Messages sent by the SMTP protocol are saved and sent only in Gmail. To send e...
Working with projects
Projects column viewThe column view of the a project allows you to visually display the individual stages on which your project is located. You can track if a project has...
Forms and NPS surveys
Creating a formIn Sugester you can create forms and collect its data in the system. The content of a filled form can be automatically sent to your email address. Thi...
Working with deals
Deals column viewDeals column view serves as a visualisation for all the tasks that you have undertaken in order to realize a sale, from the beginning to the end. Th...
Reports
Timesheet - working hoursThe working hours report is a powerful tool that will allow you to track and manage in detail how your work day has transpired. In this article, yo...
General
Multipass ServerSugester enables you to synchronize users “externally’ with other services through the use of the safe Multipass SSO protocol. Configuring the Multip...
General
Multipass loginLogin Apart from manually adding users Sugester also offers you the ability to synchronize “externally” with other services using the Simple SSO and ...
API & Integrations
Integrating with InvoiceOcean.com - synchronizing clients and invoices as interestsIf you are using the cloud based invoicing software InvoiceOcean.com, then you should know that it can be easily integrated and synchronized with your...
Importing data from other systems
How to repair a client database file in order to be able to import it into SugesterIf Sugester is refusing to accept your file with customer data (an error message appears), we suggest you should use an external solution such as Goog...
Importing data from other systems
Importing customer contact databaseEvery customer within the CRM can have multiple attributed contact details. Sugester enables you to import contacts to clients. The supported files ar...
Filters
How to divert only selected messages from Gmail into SugesterIf you wish to receive your clients emails which were sent to Gmail to Sugester, you can setup a redirect for your Gmail account. This will allow you ...
Filters
Filtering messages/tasks which contain a specific phrase or phrases (OR, AND)Filters have been provided with a new extension - since now they have the functionality of OR/AND. If you want your filter to be even more effective, ...
Filters
Filters - Assign to user; to folder; to project; to department. Change into an assignmentSugester has the option of using a universal filter - this will enable you to redirect specific emails (or emails from specific domains) which are rec...
Filters
Filters - converting email into a clientSugester enables you to create a special filter, which will scan the default content of the email and convert it into a new customer in the database. ...
Document templates
Variables for document templatesTo create a document template you can use available tags/variables. You can find the list below: Variables for client’s document template: {{client....
Basic operations in helpdesk
How to get SMS notification when you receive an emailto enable SMS notification to alert the user through SMS about every incoming email on his mailbox, first integrate Sugester with SMSAPI account (SMS...
Email settings
Folders in inboxIn Sugester you have the ability to create folders that will improve the mail management process in your company. If you want to create a folder you c...
Latest changes/ changelog
New in Sugester - October 20161. New checkbox in the filters We’ve recently added the option to create filters in more detail by adding the OR or the AND rule. Now it also appears...
Document templates
Creating template document for deal or clientSugester enables you to generate default documents (i.e. deals, offers etc) based on client or deal data (or on the client/deals). To generate such a ...
Document templates
Document templateSugesters’ document templates allow you to create compact document files, which you will be utilizing when working with your customers. The system all...
General
Configuration title pages in a browser windowSugester allows you to change the display of the title of the card you are currently in. To change the title, go to Settings -> Advanced and in the Pa...
Cases & Solutions
Automatically merging of emails dispatched to many (merging of duplicate emails)If you are using Sugester to handle customer requests/suggestions, it may just happen that an impatient client will dispatch a duplicate email to mult...
General
The possibility to suspend user in the systemIf you have to say goodbye to one of your employees, you do not need to completely remove him from the System to prevent access to your account and yo...
Latest changes/ changelog
Description and operation of Changelog widgetThe changelog widget allows you to easily show your users new news / patch information on your system. You can add a widget (paste special HTML code) ...