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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 Alliance Energy
Alliance Energy
valued client MONSTER SECURITY SERVICES (THABAZIMBI/NORTHAM)
MONSTER SECURITY SERVICES (THABAZIMBI/NORTHAM)
valued client SLOANE MEAT MARKET
SLOANE MEAT MARKET
valued client Mountain Lion Properties
Mountain Lion Properties
valued client Zion SA
Zion SA
valued client Sector 36 Technologies
Sector 36 Technologies
valued client SLOANE STAR MEAT MARKET
SLOANE STAR MEAT MARKET
valued client Graphics and More
Graphics and More
valued client CLEVER STUDENTS
CLEVER STUDENTS
valued client Math Zone (pty) Ltd
Math Zone (pty) Ltd
valued client GardenRoute Communication
GardenRoute Communication
valued client Dombieterfontein (PTY) LTD
Dombieterfontein (PTY) LTD
valued client DEMAJO PAINTS
DEMAJO PAINTS
valued client Printo Group
Printo Group
valued client PC All-A-All t/a CyberGalore
PC All-A-All t/a CyberGalore