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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 Derrick Kinder Group Security Services. cc
Derrick Kinder Group Security Services. cc
valued client Konsortium Operations ( Roamfree Meats )
Konsortium Operations ( Roamfree Meats )
valued client Globalex66 CC T/A SecurityHyper
Globalex66 CC T/A SecurityHyper
valued client Testpro Laboratory (Pty) Ltd
Testpro Laboratory (Pty) Ltd
valued client Xponents Trading (Pty) Ltd
Xponents Trading (Pty) Ltd
valued client xPlosiveminds
xPlosiveminds
valued client Hydroworld T/A Milliqua
Hydroworld T/A Milliqua
valued client Alliance Energy
Alliance Energy
valued client NJR ICT Services (Pty) Ltd
NJR ICT Services (Pty) Ltd
valued client The Scanned Cube
The Scanned Cube
valued client SKYFI Internet Solutions (PTY) Ltd
SKYFI Internet Solutions (PTY) Ltd
valued client Shanduka (Pty) Ltd
Shanduka (Pty) Ltd
valued client Fliber (Pty) Ltd
Fliber (Pty) Ltd
valued client Website Café
Website Café
valued client Bloem Rugby Academy PTY (Ltd)
Bloem Rugby Academy PTY (Ltd)