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Effectively manage your clients

Fri, 30 May 2014

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 Tonic Lounge (Pty) Ltd
Tonic Lounge (Pty) Ltd
valued client The Cut Co.
The Cut Co.
valued client Beyond Greening Environmental Services
Beyond Greening Environmental Services
valued client FERRIT SECURITY SOLUTIONS (PTY) LTD
FERRIT SECURITY SOLUTIONS (PTY) LTD
valued client Toasted Barrels
Toasted Barrels
valued client Derrick Kinder Group Security Services. cc
Derrick Kinder Group Security Services. cc
valued client E&T Global Investments
E&T Global Investments
valued client Market Dealer Holdings (PTY) Ltd
Market Dealer Holdings (PTY) Ltd
valued client PC All-A-All t/a CyberGalore
PC All-A-All t/a CyberGalore
valued client One2b PTA
One2b PTA
valued client WIP Digital Solutions
WIP Digital Solutions
valued client Konsortium-merino
Konsortium-merino
valued client Konsortium Skeerdiens
Konsortium Skeerdiens
valued client SP-Wind (Pty) Ltd
SP-Wind (Pty) Ltd
valued client Environment Friendly Toilets (Pty) Ltd
Environment Friendly Toilets (Pty) Ltd