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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 Goju Ryu Karate Centre
Goju Ryu Karate Centre
valued client Goeters & Dinge
Goeters & Dinge
valued client Derrick Kinder Group Security Services. cc
Derrick Kinder Group Security Services. cc
valued client Waterfinatics Swim School
Waterfinatics Swim School
valued client Konsortium Operations ( Roamfree Meats )
Konsortium Operations ( Roamfree Meats )
valued client Beyond Laser CNC Cutting Technology South Africa CC
Beyond Laser CNC Cutting Technology South Africa CC
valued client Math Zone (pty) Ltd
Math Zone (pty) Ltd
valued client Meyer VPA Franchising (Pty) Ltd
Meyer VPA Franchising (Pty) Ltd
valued client Alliance Energy
Alliance Energy
valued client Umkhosi Business Solutions
Umkhosi Business Solutions
valued client Mecwind Alternative Energy (Pty) Ltd
Mecwind Alternative Energy (Pty) Ltd
valued client Graphics and More
Graphics and More
valued client Cooper Power South Africa
Cooper Power South Africa
valued client CrossRoads Pregnancy Help Centre
CrossRoads Pregnancy Help Centre
valued client Vendition (Pty) Ltd trading as OppositeLockonline
Vendition (Pty) Ltd trading as OppositeLockonline