First steps with Sugester

General

• How to check status' ID?
• Files in Sugester
• Custom module names
• Sample SSO configuration
• Managing pages
• Sugester under your own domain name
• Custom modules names
• SMS campaigns and SMS sending
• Show more (+19)

Email & helpdesk

• What to keep in mind while writing an email?
• Configure and manage e-mail

CRM

Tasks & projects

• Tasks' templates (defined tasks' content)
• Track GitHub commits as activities
• Project and task management basics

Live chat

• Chat reply templates
• How to add Sugester Live Chat to IAIShop (IdoSell Shop)
• Automatic timed pop out
• Pre-chat form
• Chat business hours
• Custom variable configuration
• Custom attention grabber
• Push notifications on desktop & mobile devices
• Show more (+3)

VoIP

• Creating a client from the VoIP list
• Adding tags to VoIP calls
• VoIP integration
• Sugester CRM integration with VoIP Telecube

Knowledge base

• How to enlarge pictures in the Knowledge Base
• How to adjust Knowledge Base template?
• Restricted access to the Knowledge Base/Private Knowledge Base
• How to add a new category to your Knowledge Base
• The order of posts
• How to set post's release date
• How to select a category to be displayed in a changelog
• Change of the changelog view
• Show more (+8)

Forum & Feedback

• How to enable tagging on your Suggestions Forum
• How to automatically assign team members to new posts
• How to choose which fields appear on your suggestion submission page
• Error tracking / bug tracking with Sugester
• Configuring the post submission form
• Appoint moderators
• Configure and manage the Suggestions Forum
• Configuring the Sugester widget
• Show more (+91)

Macros

• Macros - the describtion
• How to set a reminder about a chosen date
• Automation
• New task created after a missed call
• Get a new task to fill the VoIP call note
• Send text message after client's status change
• 'Date' field automatic filling after creating a new client
• Text/Email reminder about sending documents
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Reports

• Timesheet export to xls file
• User activity report
• Timesheet - working hours
• Timesheet basics

Forms and NPS surveys

• How to set forms/results department
• Autocompleting client's category dependent on the form's subpage
• Anonymous form results
• Advanced form configuration (mapping)
• Sorting form results
• Creating a form
• Form builder
• Creating an NPS survey

Email marketing

• Errors/limits in email campaigns
• Email campaign browser
• Creating a contact list
• How to add an unsubscribe link to the email campaign
• Email marketing campaigns

API & Integrations

• Creating a client from Ebay notifications
• Integrating with InvoiceOcean.com - synchronizing clients and invoices as interests
• Dropbox integration
• SMSapi integration

Latest changes/ changelog

• Learn new features: department in forms and custom unsubscribe link
• Departments in forms
• Problems with the flashing 'confirm/ok' pop up in the system
• Learn new features: changes in displaying custom fields, updated email campaign testingi, new column for deal's description
• Learn new features: updated 'substitution' feature, searching for a deal by invoice number and changes in VoIP
• Learn new features: set post's release date, shortened deal's description in client's profile and sorting in customer's portal
• Learn new features: extended search in email campaigns, priorities in client's portal, more info in email templates list
• Learn new features: sorting emails by BCC or CC recipient, anonymous surveys, additional information about form's subpage, client's portal new interface
• Show more (+21)