Skip to content
Sugester Help

Categories

First steps with Sugester First steps with Sugester
Account Configuration
SSL with your own domain Default user's privileges Sugester with your own domain
Good to know
What's the name of my account? How to report errors? Office IP
Basic operations
Changing the account name Sign up and login Feature: holiday/vacation replacement
General General (27)

Get help with general setup & configuration

How to enable Facebook login
Sample SSO configuration
API documentation
Email & helpdesk Email & helpdesk (2)

Set up & manage your business correspondence

Configure and manage e-mail
What to keep in mind while writing an email?
Email settings
Tasks/emails notifications Post's date and hour Improved email deliverability - SPF and DKIM records
Sending emails
SMTP mail with Sugester How to send emails from Sugester keeping a copy of the email on your own inbox (SMTP). How to send emails from your own address
Receiving emails
How to set up MX records to point to Sugester Set up Yahoo e-mail forwarding Receive e-mail through Sugester Helpdesk
CRM

Manage customer relationships and boost sales

Client portal
'Visible in portal' feature Custom domain for the Client Portal Client portal
CRM Settings
Deleting/editing custom fields Custom fields in CRM module CRM display options
Importing data from other systems
Importing emails database to Sugester Importing customer database to Sugester Importing deals database to Sugester
Tasks & projects Tasks & projects (3)

Plan, delegate and track tasks within your team

Track GitHub commits as activities
Project and task management basics
Tasks' templates (defined tasks' content)
Tasks Management
Recurring tasks Estimated task completion times How to assign a team member to a task
Working with projects
How to create a new project Categories in Projects Projects column view
Live chat (11)

Reach out to your customers in real time

Sugester chat widget overview
Chat reply templates
How to add the widget to your website
Integrations

How to integrate Sugester live chat with various services

How to add Sugester live chat to your WordPress/WooCommerce page How to add Sugester live chat to your Shopify store How to add Sugester live chat to your Volusion store
VoIP VoIP (4)

Track and annotate your business calls

Sugester CRM integration with VoIP Telecube
VoIP integration
Adding tags to VoIP calls
Knowledge base Knowledge base (16)

Build an online help repository for your product

Receive notifications about changes in your Knowledge Base
How to rename my knowledge base
How to enlarge pictures in the Knowledge Base
Forum & Feedback Forum & Feedback (99)

Collect feedback and build a product community

How to change your forum's name
How to determine who can comment posts
How to choose which fields appear on your suggestion submission page
Macros Macros (14)

Automation, macros and scripts

Send text message after client's status change
Automation
Email/text notification about job interview/meeting
Reports Reports (4)
Timesheet basics
Timesheet - working hours
User activity report
Forms and NPS surveys Forms and NPS surveys (8)

Create custom forms or quickly conduct an NPS survey

Creating an NPS survey
Form builder
Creating a form
Email marketing Email marketing (5)

Reach your customers with effective email campaigns

Errors/limits in email campaigns
How to add an unsubscribe link to the email campaign
Email marketing campaigns
API & Integrations API & Integrations (4)
Integrating with InvoiceOcean.com - synchronizing clients and invoices as interests
SMSapi integration
Creating a client from Ebay notifications
Latest changes/ changelog Latest changes/ changelog (29)

Latest changes in Sugester

Learn new features: department in forms and custom unsubscribe link
Departments in forms
Problems with the flashing 'confirm/ok' pop up in the system