Sugester Help
Answers to common questions about CRM, helpdesk, tasks, chat and more.
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User activity report
The user activity report enables you to monitor, analyze and maintain statistical data regarding the actions and the performance of your employees wit...
Currency in deals
In Sugester you can add currencies to your deals. This feature helps you controlling your income and you can see the currency of a particular deal. Yo...
Display additional user info from your own portal (eg. logins or e-mail addresses)
In some cases it's useful to know which specific user submitted a particular post, especially if you want to contact them about ticket resolution. You...
How to change how new posts are sorted by default
To change how new posts on the main page are sorted by default (available options are: by age and by popularity), go to Settings > Forum configuration...
Timesheet basics
1. What is a timesheet? A timesheet is a way to display the time spent working. Sugester allows you to automatically collect information regarding ti...
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How to add an email box to Sugester
In Sugester you can send emails from your own email addresses. You can add many email addresses with different domains to your Sugester's account (eg....
Departments - managing multiple departments from one account
Departments enable you to transfer your company structure into Sugester. Dividing your company into departments ensure that every cell within your com...
Filtering messages/tasks which contain a specific phrase or phrases (OR, AND)
Filters have been provided with a new extension - since now they have the functionality of OR/AND. If you want your filter to be even more effective, ...
Client's sensitive data
Sugester enables you to manage the access to your clients' sensitive data. Sensitive data is eg. email address or a phone number, so this feature lets...
Customizing your chat widget
Sugester lets you customize the appearance of your chat widget. To perform these changes, go to Settings > Live chat settings, select the widget you w...
Email notifications about new tasks and messages
You can receive email notifications about all new items, such as emails, tasks and internal comments, which appear on your Sugester account. This opti...
SMTP mail with Sugester
Using SMTP in Sugester allows you to send e-mail from Sugester's dashboard. To use this feature, go to Settings > Mailboxes > New mailbox, scroll to t...
Creating a contact list
In Sugester you have 3 ways to create email campaign lists: based on contacts in CRM (or manually added) based on clients' tags based on searched ...