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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.

Quick and efficient support

Thanks its perfect.  Thanks for your prompt response and help.  Much appreciated.

Gheez, you are really going out your way to help! Thanks.  Yes that is exactly what is needed, I fully understand the law as per below and agree. Thanks so much.

Rudi Franz - Vaxolog (Pty) Ltd t/a Streamline Distributors
valued client Digifax Pty) Ltd t/a Findfish
Digifax Pty) Ltd t/a Findfish
valued client Know Informatics
Know Informatics
valued client Meyer Towing & Recovery
Meyer Towing & Recovery
valued client HI KINGDOM ATS
HI KINGDOM ATS
valued client Myfinance-Online
Myfinance-Online
valued client Kaylas Creations
Kaylas Creations
valued client Multi CNC Solutions CC
Multi CNC Solutions CC
valued client Tagline Brands
Tagline Brands
valued client Adele Jordaan T/A Joyful Noise Music Room
Adele Jordaan T/A Joyful Noise Music Room
valued client Reliable Store
Reliable Store
valued client Tracknetics
Tracknetics
valued client Frameless Fanatix (Pty) Ltd.
Frameless Fanatix (Pty) Ltd.
valued client Three Moons Emporium
Three Moons Emporium
valued client Desygn
Desygn
valued client MOSELA GROUP Pty(ltd)
MOSELA GROUP Pty(ltd)