[Sugester V2 EN](https://sugester.intum.pl/kb/sugester-v2-en.md) / [CRM](https://sugester.intum.pl/kb/sugester-v2-en/crm.md)

# [Clients — creating and editing records](https://sugester.intum.pl/kb/sugester-v2-en/clients-creating-and-editing-records.md)

The CRM module allows you to maintain a database of clients and contacts. The client file is a central place where you collect contact information, collaboration history, and connections with other modules — emails, tasks, or helpdesk tickets.

## Access Path

**4 dots → CRM → Clients → New client** or edit an existing one.

## Basic Data

### Client Name

The main name identifying the client in the system — usually the company name or the first and last name of an individual. It appears on lists, in the search engine, and in connections with other modules.

### External Identifier

A field for your own client identifier from another system (e.g., number from ERP, Fakturowni, or another database). Useful for data synchronization between systems and integration via API.

### Description

A field for any information about the client — scope of cooperation, important agreements, contact preferences. Supports Markdown formatting.

### Status

The status allows you to mark the stage of the relationship with the client (e.g., Lead, Active, Inactive, VIP). You define statuses in **CRM → Statuses** — you can create your own with any names and colors.

## Personal Data

### First Name

The first name of the contact person. Together with the last name, it appears in the header of the file and in emails sent to the client.

### Last Name

The last name of the contact person.

### Short Name

A short name or acronym that facilitates quick searching for the client (e.g., company abbreviation). It appears in search results next to the full name.

## Contact

### Email

The main email address of the client. It is used to link with emails in the Email module — the system automatically connects incoming messages with the client file based on this address.

### Phone

The client's landline phone number. It appears in the file and is available in integration with the VoIP module.

### Mobile Phone

The mobile phone number. Independent of the landline number — you can have both simultaneously.

## Company Data

### Position

The position of the contact person in the company (e.g., Sales Director, Accountant). Helps identify the right person to contact.

### NIP

The tax identification number of the client's company. Used, among other things, in integration with Fakturowni for automatic invoice issuance.

### REGON

The REGON number of the client's company. Optional field — useful for verifying company data.

### PESEL

The PESEL number of an individual. Optional field — mainly used in industries requiring personal identification (e.g., insurance, legal services).

### Tags

Labels assigned to the client (e.g., *premium*, *partner*, *wholesale*). Tags allow filtering and grouping clients on lists. You can add any number of tags — just type the name and confirm.

## Address

### Street

The address of the client's headquarters or correspondence address.

### Postal Code

The postal code in a format appropriate for the client's country (e.g., 00-000 for Poland).

### City

The city of the client's headquarters.

### Province

The province or region — a text field where you can enter any value.

### Country

The client's country. Useful for servicing foreign clients and geographic reports.

## Additional Data

### Website

The client's website address. Appears as a clickable link in the file.

### Domain

The client's internet domain (e.g., *firma.pl*). Can be used for automatic recognition of the client based on the sender's email domain.

### Bank

The name of the client's bank — optional field, useful for maintaining financial documentation.

### Account Number

The client's bank account number.

### Note

A field for internal comments visible only to the team (e.g., *Client prefers email contact*, *Payments within 14 days*). Not visible to the client.

## Assignments

### Project

Linking the client to a project in the Organization module. Facilitates filtering clients in the context of a specific project or campaign.

### Department

The department in your company responsible for servicing this client (e.g., Sales, Support). Useful for larger teams with divided responsibilities.

### Responsible Person

A system user assigned as the client's caretaker. This person sees the client in their "My Clients" view and can receive notifications about the client's activity.

### Sales Value

The total sales value realized for this client. Numeric field — you can update it manually or through integration with Fakturowni.

### Related Client (Buyer)

Linking to another client in CRM — e.g., parent company, intermediary, or capital group. Allows building a hierarchy of connections between clients.

### Recipients

A list of additional email addresses of people who should receive copies of correspondence regarding this client (e.g., CC to a supervisor, accounting department).