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Sugester Help

Categories

First steps with Sugester First steps with Sugester
Account Configuration
Default user's privileges Departments - managing multiple departments from one account How to configure privileges, in order to obtain an employee and a department manager
Good to know
How to report errors? What's the name of my account? How to delete your Sugester account?
Basic operations
Your company data in Sugester Sign up and login Feature: holiday/vacation replacement
General General (28)

Get help with general setup & configuration

Reports nowy
Managing pages nowy
Sugester under your own domain name nowy
Email & helpdesk Email & helpdesk (2)

Set up & manage your business correspondence

What to keep in mind while writing an email? nowy
Configure and manage e-mail nowy
Email settings
How to add an email box to Sugester Improved email deliverability - SPF and DKIM records Separate e-mail address for each co-worker
Sending emails
How to send emails from your own address SMTP mail with Sugester How to send emails from Sugester keeping a copy of the email on your own inbox (SMTP).
Receiving emails
Set up Yahoo e-mail forwarding Receiving emails in Sugester Set up Gmail redirect to receive email in Sugester
CRM (2)

Manage customer relationships and boost sales

Client portal
Client portal 'Visible in portal' feature Custom domain for the Client Portal
CRM Settings
Status managment Custom view of clients' list Deleting/editing custom fields
Importing data from other systems
Importing customer database to Sugester Importing emails database to Sugester Importing customer contact database
Tasks & projects Tasks & projects (3)

Plan, delegate and track tasks within your team

Project and task management basics Rozwiązane
Track GitHub commits as activities nowy
Tasks' templates (defined tasks' content) nowy
Tasks Management
Adding priorities to tasks Deadline in tasks User with access to posts and emails from one departments
Working with projects
Changing the status for multiple projects Projects column view How to create a new project
Live chat (13)

Reach out to your customers in real time

Automatic timed pop out nowy
Customizing your chat widget nowy
Pre-chat form nowy
Integrations

How to integrate Sugester live chat with various services

How to add Sugester live chat to your Bigcommerce store How to add Sugester live chat to your WordPress/WooCommerce page How to add Sugester live chat to your Volusion store
VoIP VoIP (5)

Track and annotate your business calls

Adding tags to VoIP calls nowy
Sugester CRM integration with VoIP Telecube nowy
VoIP integration nowy
Knowledge base Knowledge base (17)

Build an online help repository for your product

How to rename my knowledge base nowy
Receive notifications about changes in your Knowledge Base Rozwiązane
How to define who can access your knowledge base nowy
Forum & Feedback Forum & Feedback (105)

Collect feedback and build a product community

Integrate Sugester with Drupal nowy
How to choose which fields appear on your suggestion submission page nowy
How to enable tagging on your Suggestions Forum Rozwiązane
Macros Macros (16)

Automation, macros and scripts

How to set a reminder about a chosen date nowy
Text notification - new task nowy
How to check custom fields' system names nowy
Reports Reports (4)
User activity report nowy
Timesheet basics nowy
Timesheet export to xls file nowy
Forms and NPS surveys Forms and NPS surveys (8)

Create custom forms or quickly conduct an NPS survey

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

Reach your customers with effective email campaigns

Creating a contact list Rozwiązane
Email marketing campaigns nowy
Errors/limits in email campaigns nowy
API & Integrations API & Integrations (5)
Integrating with InvoiceOcean.com - synchronizing clients and invoices as interests nowy
SMSapi integration nowy
Creating a client from Ebay notifications nowy
Latest changes/ changelog Latest changes/ changelog (31)

Latest changes in Sugester

Learn new features: browser in reccuring tasks and unsubscribe list, displaying tags while creating a contact list and others nowy
Learn new features: browser in filters/macros list and automatic filling in client's domain nowy
Learn new features: new possibilities in emails, more data in the client base, sharing posts with users with no privileges nowy