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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.

Some of our Valued Customers

valued client One2b
One2b
valued client GF CASTELYN Trading as ELECTROPRINT ARMATURE REWINDERS
GF CASTELYN Trading as ELECTROPRINT ARMATURE REWINDERS
valued client Tantra Sound and Lightz
Tantra Sound and Lightz
valued client Safe-Train Consulting (PTY) Ltd
Safe-Train Consulting (PTY) Ltd
valued client Entidee Enterprise PTY (ltd)
Entidee Enterprise PTY (ltd)
valued client WOMANDALA (PTY) LTD
WOMANDALA (PTY) LTD
valued client Clear Mind NLP Coaching
Clear Mind NLP Coaching
valued client Import Maaw
Import Maaw
valued client dr.dermal
dr.dermal
valued client The Core
The Core
valued client Drakon Forge - VukaEdu (Pty) Ltd
Drakon Forge - VukaEdu (Pty) Ltd
valued client Rochelle's First Aid Training and Counselling Services (Pty) Ltd.
Rochelle's First Aid Training and Counselling Services (Pty) Ltd.
valued client TechnoDezi PTY(LTD)
TechnoDezi PTY(LTD)
valued client SLOANE MEAT MARKET
SLOANE MEAT MARKET
valued client DEMAJO PAINTS
DEMAJO PAINTS