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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.

More than 1,000 businesses operate more efficiently with us.

Support even on Sundays!

Thanks Adriaan...

You guys even work on Sundays?

I’m impressed!!

Johan Botha - Brand Xplosion
valued client Camsenergy
Camsenergy
valued client High Point Marketing CC t/a Leads For Africa
High Point Marketing CC t/a Leads For Africa
valued client All Trucking Solutions
All Trucking Solutions
valued client African Gardens
African Gardens
valued client Gemini IT Solutions (Pty) Ltd
Gemini IT Solutions (Pty) Ltd
valued client Echo Recording Studio cc
Echo Recording Studio cc
valued client CrossRoads Pregnancy Help Centre
CrossRoads Pregnancy Help Centre
valued client Khiya Technology Solutions
Khiya Technology Solutions
valued client Mtunzini Group
Mtunzini Group
valued client Cooper Power South Africa (Pty) LTD
Cooper Power South Africa (Pty) LTD
valued client AFS Electrical
AFS Electrical
valued client Skinz
Skinz
valued client FJW Security Cc
FJW Security Cc
valued client Westside Car Audio CC
Westside Car Audio CC
valued client Oukraal Merino's
Oukraal Merino's