All entries
Forms
Automatic email replies from forms (templates)Automatic Email Replies from Forms After filling out the form, the system can automatically send a confirmation email to the client. The content of t...
Forms
Custom JavaScript in FormsCustom JavaScript in Forms Each form has a Form JavaScript field (custom_js), where you can enter any JS code executed after the form is loaded. It w...
Drive
Drive — file and document managementWhat is Drive? Drive is a built-in file manager in Sugester. It allows you to store files, organize them into folders, and create documents with meta...
Knowledge Base
Widget Changelog — notifications about new featuresWidget Changelog is a tool that informs users about new features, updates, and changes in the product. It appears as a bell icon with a counter for un...
Changelog
New Lexical Text Editor with Markdown, Image, and Table SupportWe have introduced a new Lexical editor that replaces the TUI Editor. It offers better support for formatting, inserting images, and tables.
Changelog
Dark mode in all Knowledge Base templatesAll KB templates now support dark mode. The SVG logo automatically adjusts to the background color.
Changelog
Help links visible in the Knowledge Base entry editing formIn the KB entry editing form, related help links are now visible, making it easier to manage contextual help.
Changelog
SEO and WCAG Accessibility Improvements — Better Indexing and NavigationARIA attributes have been added, header structure and meta tags have been improved. Entries are better indexed in search engines.
Changelog
Widget Changelog — notifications about new features for usersThe new changelog widget allows you to inform users about changes. It appears as an icon with a counter for unread entries.
CRM
Clients — creating and editing recordsThe CRM module allows you to maintain a database of clients and contacts. The client file is a central place where you collect contact information, co...
Knowledge Base
Helplinks – contextual help for form fieldsHelplinks are small icons ? displayed in various places within the system — next to form fields, beside buttons, next to section headers, or in settin...
Forms
Form Builder — Creation and EditingThe form in Sugester is a tool for collecting data from customers — contact, reporting, or survey data. Below is a description of the fields available...
CRM
Contacts — people associated with the clientContacts are individuals associated with a customer record in the CRM — sales representatives, decision-makers, employees of the client’s company. A c...
CRM
Sales Opportunities — Deal ManagementSales opportunities (deals) are potential transactions with clients. They allow you to track the sales process from the first contact to closure. Nam...
CRM
CRM Statuses — Stages and LabelsCRM statuses are used to mark the stages of contacts, sales opportunities, and customers. You define your own statuses tailored to the sales process i...
CRM
CRM Notes — Contact HistoryCRM notes allow you to document the history of interactions with the client — phone calls, meetings, agreements, observations. Title The title of th...
WebChat
Widget WebChat — live chat configurationThe WebChat widget is a chat window embedded on your website. It allows customers to contact you in real-time without leaving the page. Name The nam...
WebChat
WebChat Response TemplatesResponse templates are pre-written texts that consultants can quickly insert during a chat conversation. They save time on repetitive questions. Name...
WebChat
WebChat Spaces — organizing conversationsSpaces are channels that organize WebChat conversations — for example, by topic, department, or project. Name The name of the space visible in the c...
VoIP Telephony
VoIP Widget — call button on the pageThe VoIP widget is an embedded button on a website that allows customers to make voice calls directly from their browser. Name The name of the widge...
VoIP Telephony
VoIP Central — server configurationVoIP PBX is the configuration for connecting to a telephony server (e.g., SuperVOIP, Otvarta). It defines the technical parameters needed to make call...
VoIP Telephony
VoIP Connections — Call RecordingThe VoIP call module records the history of phone calls — incoming, outgoing, and automatic. Each call can be associated with a client and a task. Ou...
VoIP Telephony
SIP Accounts — Managing LinesSIP accounts are individual phone lines assigned to users. Each SIP account connects to a VoIP switchboard and allows making and receiving calls. Nam...
VoIP Telephony
VoIP Settings - Integration with ProviderVoIP settings configure the connection to the telephone service provider. You will obtain the authorization data from your VoIP provider. Integration...
CRM
Customer CardThe client card is the central place where you gather all data about the contractor — from basic contact information to the status of cooperation, his...