Macros
Automation, macros and scripts
Macros - the describtion
In macros we can use options described below: Sugester.send_sms(to, text) Sugester.send_email(email_...
How to set a reminder about a chosen date
If you want Sugester to remind you about all important issues, like your collegues’ birthday, a cont...
Automation
Sugester has features known as Marketing Automation (MA), Customer Service Automation (CSA) and Sale...
New task created after a missed call
If you usually contact your clients with phone calls, you know how important it is how many of them ...
Get a new task to fill the VoIP call note
If you care about high service quality, make sure the information flow works just fine in your compa...
Send text message after client's status change
Nowadays companies use various channels to reach customers, sometimes multiple at the same time. Dep...
'Date' field automatic filling after creating a new client
The first contact with a potential client is extremely important. You build new relation since the v...
Text/Email reminder about sending documents
If you’re running an employment agency, accounting office or some other kind of business which requi...
Email/text notification about job interview/meeting
When you work with customers it’s important to keep the information flow. If you’re scheduling a mee...
'Date' field automatic filling after submitting a form
You can use Sugester’s forms in many ways - to collect leads, to report technical difficulties, to f...
How to check custom fields' system names
Sometimes, eg. for macros, you need to know the exact kind of custom fields in clients, deals, proje...
SLang auxiliary function
In the advanced search we can use special auxiliary function SLang. Variables are held in {{ and }} ...
Text notification - new task
If you work in the field and you run from one client to another, it’s not always possible to check S...
Text notification - new deal
Does your company provide training services? Or maybe your job is to implement different kinds of so...