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Effectively manage your clients

Fri, 30 May 2014

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 Kolomaka Services (Pty) Ltd
Kolomaka Services (Pty) Ltd
valued client Fox Alarms & Security
Fox Alarms & Security
valued client Printo Group
Printo Group
valued client H Square Developments pty Ltd
H Square Developments pty Ltd
valued client Design Nerd (Pty) Ltd
Design Nerd (Pty) Ltd
valued client Alliance Energy
Alliance Energy
valued client ELECTROPRINT ARMATURE REWINDERS
ELECTROPRINT ARMATURE REWINDERS
valued client The Original Beauty Box
The Original Beauty Box
valued client Little Nutty Professors
Little Nutty Professors
valued client Cooper Distribution (Pty) Ltd
Cooper Distribution (Pty) Ltd
valued client  DRT Group
DRT Group
valued client LivingLifewithPetrolene
LivingLifewithPetrolene
valued client Tshwarang Group (Pty) Ltd
Tshwarang Group (Pty) Ltd
valued client File-IT
File-IT
valued client Cooper Power Durban (Pty) Ltd
Cooper Power Durban (Pty) Ltd