CRM Settings
CRM display options
Sugester allows you to reorder and hide columns as well as adjust the number of entries visible per page. To change the display options in your CRM mo...
Custom fields in CRM module
Although the default client sheet in Sugester gives you space to include a lot of client information, your company probably uses some sort of busin...
User responsible for a client
To each client in Sugester you can assign a responsible person - someone who will be in charge of relations with a particular client. Below we present...
Automatically create new clients/contacts based on email
If you want every recipient of your emails to be saved as either a contact or a client, simply go to Settings > Email settings and tick one of the ava...