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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 WirelessONE
WirelessONE
valued client Market Dealer Holdings (PTY) Ltd
Market Dealer Holdings (PTY) Ltd
valued client Konsortium Operations (PTY) LTD
Konsortium Operations (PTY) LTD
valued client Skinz
Skinz
valued client Tiny Cuddles Photography
Tiny Cuddles Photography
valued client A-Z Homes
A-Z Homes
valued client DjH Entertainment & Media (Pty) Ltd
DjH Entertainment & Media (Pty) Ltd
valued client SKYFI Internet Solutions (PTY) Ltd
SKYFI Internet Solutions (PTY) Ltd
valued client CLEVER STUDENTS
CLEVER STUDENTS
valued client JPE Holdings Pty Ltd T/A JP Electrical
JPE Holdings Pty Ltd T/A JP Electrical
valued client Konsortium-merino
Konsortium-merino
valued client Sector 36 Technologies
Sector 36 Technologies
valued client AMS Ambu Medical Supplies
AMS Ambu Medical Supplies
valued client Cooper Power South Africa
Cooper Power South Africa
valued client African Gardens
African Gardens