[Intum Help](https://intum.com/help.md) / [CRM](https://intum.com/help/crm.md)

# [Clients](https://intum.com/help/crm/clients.md)

## CRM Clients

A client is the central object in CRM - it represents a company or individual you work with. Contacts, deals, tasks, invoices, and the entire interaction history revolve around it.

## Client Types

- **Buyer** - purchases your services or products
- **Supplier** - you purchase from them

## Client Data

### Basic Information

- Company name or first and last name
- Email, phone, mobile phone
- Tax ID (NIP), REGON, PESEL
- Website, domain

### Address

- Street, postal code, city, region, country
- Optional delivery address (if different from the main one)

### Financial Data

- Bank and account number
- Billing amount, payment period
- Discount

## What You Can Add from the Client View (+ Add)

On the client card there is an **+ Add** button - it expands a menu with items that will immediately be linked to this client (pre-filled `client_id`, contact details, etc.).

In the menu you will find:

- **Contact** - a person associated with the client (employee, decision-maker)
- **Deal** - a sales opportunity
- **Email** - a new message, `to:` auto-suggests from the client's email
- **Task** - linked to the client
- **Helpdesk ticket** - a ticket from this client
- **Note** - a short entry in the history
- **Document** - a file assigned to the client
- **VoIP call** - call registration
- **Work time** - workinfo for billing
- **Task list** - a group of tasks
- **Project** - with the client as owner
- **Invoice** - a sales document
- **Order** - an order document
- **Quote/Work order** - quotation; marked with a "Quote" badge on the sales list
- **Event** - in the calendar, linked to the client

Some items only appear when the corresponding module is active (e.g., invoices, orders and quotes require the Sales module; events require the Calendar).

Next to **+ Add** you may also see a **Generate document from template** button - it appears when the system has templates for clients. If there are none yet, the **+ Add** menu includes an **Add document template** option.

## Contacts

Each client can have multiple [contacts](kontakty) - people associated with them. One contact is marked as the primary contact, and their details are suggested, e.g., when composing emails.

## Statuses

A client has an assigned [status](statusy-crm) - typically "New", "Active", "VIP", "Inactive". You can change statuses individually from the client card or in bulk from the list.

## Tags

Clients can be tagged. Tags help with segmentation and quick list filtering.

## Boxes on the Client Card

The client card displays boxes with related objects:

- [Contacts](kontakty), [Deals](interesy), [Notes](notatki)
- Tasks, emails, calls, helpdesk tickets, chats, documents
- **Sales** - orders and quotes with this client; quotations show a "Quote" badge
- Invoices, projects, events

Boxes are dynamic - a section with no related records is hidden.

## Merging Clients

The same client may have been added to the database multiple times (different Tax ID format, typos). Instead of deleting duplicates - merge them. The system will transfer all associations (contacts, invoices, emails, tasks) to a single record.

## Archiving

A client can be archived instead of deleted. They won't appear on default lists, but the data and history are preserved. You can restore them at any time.

## External ID (external_id)

A field for an identifier from an external system (another CRM, ERP, online store). Useful for:

- Synchronizing with another system
- Searching by an external key
- Upserting via the API (`POST /crm/clients/upsert.json`)

## GUS Lookup

Enter a Tax ID (NIP) - the system will query the GUS (BIR) registry and suggest the company name, address, and REGON. Saves manual entry of company data.