The client card is the central place where you gather all data about the contractor — from basic contact information to the status of cooperation, history of contacts, and additional business information.
Client Name - for individual clients, enter the first and last name; for companies – the company name. This name identifies the client in the system and is used in all lists and searches.
Photo - you can add a photo here (e.g., company logo or contact person’s photo).
Attachments - an option to add files related to the client (e.g., contracts).
Description - an expanded text field for a detailed description of cooperation, agreements, or relationship history.
Status - a dropdown field defining the stage of the relationship with the client. Used, for example, in reports and sales processes.
Company - a checkbox indicating whether the record pertains to a company (B2B) or an individual.
Sensitive Data -
First Name - the first name of the contact person.
Last Name - the last name of the contact person.
Short Name - a short name for the client used in the system (e.g., company abbreviation).
Email - the email address of the primary contact client. It allows sending messages directly from the CRM, tracking correspondence, and creating mailings and email campaigns. Sugester integrates the CRM with the mail module, so emails sent to and from the client are automatically assigned to their profile.
Phone - the main contact phone number of the client.
Second Number - an additional phone number.
Position - the position of the contact person.
NIP - the Tax Identification Number of the client (for companies). Used in invoicing and verification of business entities.
REGON - the identification number of the company in the GUS register.
PESEL - the registration number of the individual (for individual clients).
Tags - labels used to categorize clients. They facilitate filtering, segmentation, and automation of actions.
Street - street and building/apartment number.
Postal Code - the postal code of the client’s address.
City - the city of residence or business.
Voivodeship - the voivodeship assigned to the client’s address.
Country - the country of the client’s address.
Second Address - a checkbox allowing the addition of an alternative address (e.g., correspondence or delivery address).
www - the client’s website address.
Domain - the client’s domain name (if stored separately from WWW).
Bank - the name of the client’s bank.
Bank Account - the client’s bank account number. It can be used in settlements.
Note - a text field for additional information about the client.
Project - a selection field allowing the assignment of the client to a specific project in the system. It allows filtering clients by projects and reporting activities within them.
Department - allows assigning the client to a specific department in the company. It helps in organizing work and reporting responsibilities.
Responsible Person - indicates the employee managing the client. This is a key field for managing relationships and controlling the portfolio of sales representatives.
Total Paid - a system field displaying the sum of all payments made by the client. The value updates automatically based on settled documents.
Buyer - indicates whether the client is a buyer in sales documents. It may be used when integrating with the Invoicing system.
Recipients - a field used to indicate recipients associated with the client (e.g., alternative recipient of the invoice or correspondence).