skip to content

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 PC All-A-All t/a CyberGalore
PC All-A-All t/a CyberGalore
valued client Mecwind Alternative Energy (Pty) Ltd
Mecwind Alternative Energy (Pty) Ltd
valued client General PPE Suppliers (PTY) Ltd
General PPE Suppliers (PTY) Ltd
valued client WIP Digital Solutions
WIP Digital Solutions
valued client Website Café
Website Café
valued client Meyer VPA Franchising (Pty) Ltd
Meyer VPA Franchising (Pty) Ltd
valued client Oukraal Merino's
Oukraal Merino's
valued client Konsortium Skeerdiens
Konsortium Skeerdiens
valued client Diversity BBBEE (Pty) Ltd
Diversity BBBEE (Pty) Ltd
valued client Tantra Sound and Lightz
Tantra Sound and Lightz
valued client Gemini IT Solutions (Pty) Ltd
Gemini IT Solutions (Pty) Ltd
valued client MONSTER SECURITY SERVICES
MONSTER SECURITY SERVICES
valued client WOMANDALA (PTY) LTD
WOMANDALA (PTY) LTD
valued client Myfinance-Online
Myfinance-Online
valued client Kruger Wild View Guesthouse
Kruger Wild View Guesthouse