Basic operations in CRM
'Last activity' column on clients list
Last activity column informs you about your last contact with a client. As a ‘contact’ in this column we understand email correspondence (outgoing/inc...
How to export a list of clients/contacts
If you want to export your clients database to XLS file, you can easily do it in a few steps. First, select Settings > Import/Export. ...
Deleting a client
If you’re not working with particular clients anymore and there’s no need to keep them in your database, you can easily delete them. We have two ways ...
Activities in client's profile
All activities on clients that take place outside of the system, like meetings, phone calls etc., can be saved in Activities field in client’s profile...
CRM advanced search
If you need to search for specific information, you can use the advanced search in clients. Select CRM > Clients, and click on Advanced search. ...
Merging clients
Sugester allows you to easily merge few clients. This feature is especially useful, if you have duplicated records in your clients database. To merge ...
How to change the order of custom fields (eg. in client's profile)
To change the order of custom fields you’ve added to clients, tasks or projects, select Settings > Account settings > Advanced. Next, find ‘Additional...
Reversed advanced search
In Sugester not only you can look for records that match chosen conditions, but also for items that don’t meet this conditions. It’s very useful in a ...
Duplicated records
Sugester recognises duplicated records in clients database while adding a client. One of the parameters, by which the system is searching for duplicat...
Next/previous button in client's profile
Arrows in the top right corner in client’s profile allows you to quickly switch between your clients. The system will smoothly transfer you from one p...