Basic operations in CRM

Adding notes to clients

Sugester gives you the option of adding notes to your clients profiles. You can add as many notes as you like. Each of them will bear the date and the...

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 the Avatar field, select a picture and save changes....

Tagging clients

Tagging is the easiest way to sort your clients. You can mark your clients with many tags, so eg. if you have contractors, who you want to assign to m...