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Effectively manage your clients

With some of our businesses having over 10,000 clients on record, it is important to manage clients properly.

Proper Configuration

Under Settings -> Interface, you should set Client Selection to "Search by Typing" which will show a search box everywhere you need to select a client.  Once you reach around 150 clients, it becomes more efficient than displaying all clients in a dropdown select box.  You can type any part of the clients' name, email address, or id, to have matching clients displayed instantly.

Deleting or Unmarking Active

Clients that hasn't been issued any documents can be deleted.  As soon as a client has been issued something, he can no longer be deleted, as we allow clients to login and view all their generated documents.  Clients like these can be marked as inactive though by unchecking the Active checkbox when editing the client, or viewing the Clients page.  These inactive clients won't show up in searches or on any place where you need to select a client.

Restoring Active Status

Clients' active status can be restored from the Clients page.  First check the Include Inactive Clients checkbox at the top of the page, and then use the page as you normally would.

Some of our Valued Customers

valued client Sophia's Roses
Sophia's Roses
valued client Qothiphango Trading cc
Qothiphango Trading cc
valued client Jaypro Draughting Services (Pty) Ltd.
Jaypro Draughting Services (Pty) Ltd.
valued client Tonic Lounge (Pty) Ltd
Tonic Lounge (Pty) Ltd
valued client The Cut Co.
The Cut Co.
valued client Urban Link HQ
Urban Link HQ
valued client Little Nutty Professors
Little Nutty Professors
valued client TRACKFORCE (Pty) Ltd
TRACKFORCE (Pty) Ltd
valued client One2b Pretoria A
One2b Pretoria A
valued client edisc Digital Solutions
edisc Digital Solutions
valued client Tantra Sound and Lightz
Tantra Sound and Lightz
valued client The Scanned Cube
The Scanned Cube
valued client J.M. HUMAN RESOURCES
J.M. HUMAN RESOURCES
valued client Tshwarang Consulting Services (Pty) Ltd
Tshwarang Consulting Services (Pty) Ltd
valued client Fox Alarms & Security
Fox Alarms & Security