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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 Lion Software Develepment
Lion Software Develepment
valued client Printo
Printo
valued client Deal-Hub
Deal-Hub
valued client VA Global Logistics (pty) ltd
VA Global Logistics (pty) ltd
valued client Cooper Power Cape Town (Pty) Ltd
Cooper Power Cape Town (Pty) Ltd
valued client Enhle Oarabile Kea
Enhle Oarabile Kea
valued client Page 5 Group
Page 5 Group
valued client CHARLIEX CONSTRUCTIONS
CHARLIEX CONSTRUCTIONS
valued client Moulded Wax SA - The Candle Store
Moulded Wax SA - The Candle Store
valued client Kaylas Creations
Kaylas Creations
valued client United Paintball Federation
United Paintball Federation
valued client Klinrol Hygienic Tissue Products (pty) ltd
Klinrol Hygienic Tissue Products (pty) ltd
valued client INDUSTRIAL DRUM SERVICES (PTY)LTD
INDUSTRIAL DRUM SERVICES (PTY)LTD
valued client Winfields Great Getaways
Winfields Great Getaways
valued client Multi CNC Solutions CC
Multi CNC Solutions CC