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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.

Fast, Accurate & Easy to Use

Small Business Management System or SBMS, now rebranded as Invoices Online is an online invoicing system developed by the same guys that developed our site, we use it and honestly recommend it to all people who have dynamic sites, or want an online invoicing solution.  The invoicing application is fast, accurate, easy to use, and it really enhances the online experience of our clients.

Jannie Schutte - myFinance-Online.co.za
valued client Xpress Designs
Xpress Designs
valued client Stories4Kids (Pty) Ltd t/a Storietyd
Stories4Kids (Pty) Ltd t/a Storietyd
valued client Ext 2 Projects
Ext 2 Projects
valued client Deal-Hub
Deal-Hub
valued client OrgChart Hosting Pty Ltd
OrgChart Hosting Pty Ltd
valued client NIMAWELL
NIMAWELL
valued client Konsortium Operations ( Roamfree Meats )
Konsortium Operations ( Roamfree Meats )
valued client Fox Alarms & Security CC
Fox Alarms & Security CC
valued client Anyshape - Cyberwolf division
Anyshape - Cyberwolf division
valued client Cape Adventure Zone
Cape Adventure Zone
valued client Lion Software Develepment
Lion Software Develepment
valued client Sophia's Roses
Sophia's Roses
valued client Gro Management
Gro Management
valued client Nogana Events and Decor
Nogana Events and Decor
valued client Bloem Rugby Academy PTY (Ltd)
Bloem Rugby Academy PTY (Ltd)