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Sugester Help

Categories
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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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Sugester Help

Categories
All entries
First steps with Sugester

Account Configuration Good to know Basic operations
General
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 Management Working with projects
Live chat
Integrations
VoIP
Knowledge base
Forum & Feedback
Macros
Reports
Forms and NPS surveys
Email marketing
API & Integrations
Latest changes/ changelog

Sugester Help General

General

General

Get help with general setup & configuration

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