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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
Show more (+6)
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)
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Categories
All entries
First steps with Sugester
Account Configuration
Good to know
Basic operations
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
Status color for emails, tasks, deals and clients
TODO list
Show more (+17)
Email & helpdesk
What to keep in mind while writing an email?
Configure and manage e-mail
Email settings
Sending emails
Receiving emails
CRM
Client portal
CRM Settings
Importing data from other systems
Tasks & projects
Tasks' templates (defined tasks' content)
Track GitHub commits as activities
Project and task management basics
Tasks Management
Working with projects
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
How to add the widget to your website
Customizing your chat widget
Show more (+1)
Integrations
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
Description of the changelog
Configure and manage your knowledge base
Show more (+6)
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
Connect a forum to your knowledge base
How to toggle timestamps on posts
Show more (+89)
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
Email/text notification about job interview/meeting
'Date' field automatic filling after submitting a form
Show more (+4)
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
Learn new features: browser in filters/macros list and automatic filling in client's domain
Learn new features: tasks templates, expended search in client's sales funnel, updates in unsubscribe list
Show more (+19)
Sugester Help
CRM
Importing data from other systems
Importing data from other systems
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