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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.

Enjoying Invoices Online

I have enjoyed using your system so much at *(business name removed), that I have decided to load my personal business onto it as well.

I have upgraded to the Gold account in order to support you guys!

Shaun Gartshore
valued client Super Sound Man (PTY) Ltd
Super Sound Man (PTY) Ltd
valued client LEO DEVELOPMENT GROUP
LEO DEVELOPMENT GROUP
valued client Tagline Brands
Tagline Brands
valued client Lizzy Pop PTY(Ltd)
Lizzy Pop PTY(Ltd)
valued client Durbanville Classifieds (Pty) Ltd
Durbanville Classifieds (Pty) Ltd
valued client ARCHITEK PTY LTD
ARCHITEK PTY LTD
valued client Digifax (Pty) Ltd trading as Digirent
Digifax (Pty) Ltd trading as Digirent
valued client VS Auto Spares and Repairs (Pty) LTD
VS Auto Spares and Repairs (Pty) LTD
valued client BD Maintenance
BD Maintenance
valued client INDUSTRIAL DRUM SERVICES (PTY)LTD
INDUSTRIAL DRUM SERVICES (PTY)LTD
valued client Sarabi
Sarabi
valued client Kinetic Power Solutions (Pty) Ltd.
Kinetic Power Solutions (Pty) Ltd.
valued client Chiron Medical Solutions
Chiron Medical Solutions
valued client On The Spot Marketing (Pty) Ltd t/a 24hrprinting
On The Spot Marketing (Pty) Ltd t/a 24hrprinting
valued client Desygn
Desygn