CRM Settings
Deleting/editing custom fields
Sometimes, after adding a custom field, you realize that you put it in the wrong place or spot a spelling mistake in the name. In this case you can ed...
Merging clients by domain
While creating a new client, or editing him/her in the system, you can also fill in client’s company domain. Thanks to this feature, all incoming/outg...
Status managment
Statuses allow to filter clients and inform about the stage of cooperation. If you’d like to quickly sort your clients, eg. to see how many of them ar...
Custom view of clients' list
Sugester enables displaying clients’ list in the way you want it. Just select CRM > Clients, click on the cog icon in top right corner and click on Di...
Dynamic list, reccuring tasks
To enable automatic notifications eg about clients’ birthdays, first (on the client’s list) you have to create dynamic list. To do that, select CRM > ...
Dictionary for activities
If you want to define the type of activities used by the system, use the dictionary for activities. Thanks to this feature, you will be able to stan...
“Paid” field on the customer card
The Paid field will inform you whether or not a given customer can be considered as a ‘victory’ or a ‘loss’, i.e. whether they paid your for the servi...
Clients column view
The column view of clients allows you to visualize the individual stages of your relationship with your client. From the moment when the initial recor...
Adding/displaying news from RSS channels on client's card
Sugester enables to collect all the data about a client in one place. RSS URL field is used for informing about eg. new posts on client’s blog. To di...
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...