Basic operations in CRM
Deleting a client
If you’re not working with particular clients anymore and there’s no need to keep them in your datab...
'Last activity' column on clients list
Last activity column informs you about your last contact with a client. As a ‘contact’ in this colum...
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,...
Activities in client's profile
All activities on clients that take place outside of the system, like meetings, phone calls etc., ca...
CRM advanced search
If you need to search for specific information, you can use the advanced search in clients. Select C...
Merging clients
Sugester allows you to easily merge few clients. This feature is especially useful, if you have dupl...
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 > A...
Reversed advanced search
In Sugester not only you can look for records that match chosen conditions, but also for items that ...
Duplicated records
Sugester recognises duplicated records in clients database while adding a client. One of the paramet...
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...
Adding notes to clients
Sugester gives you the option of adding notes to your clients profiles. You can add as many notes as...
Adding avatar to a client
To add an avatar to a client, select CRM > Clients, choose a client and click on Edit. Go down to th...
Tagging clients
Tagging is the easiest way to sort your clients. You can mark your clients with many tags, so eg. if...