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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 DEMAJO PAINTS
DEMAJO PAINTS
valued client Konsortium Operations ( Roamfree Meats )
Konsortium Operations ( Roamfree Meats )
valued client QuickPay Payroll Solutions (PTY) Ltd.
QuickPay Payroll Solutions (PTY) Ltd.
valued client Safe-Train Consulting (PTY) Ltd
Safe-Train Consulting (PTY) Ltd
valued client LivingLifewithPetrolene
LivingLifewithPetrolene
valued client PC All-A-All t/a CyberGalore
PC All-A-All t/a CyberGalore
valued client BD Maintenance
BD Maintenance
valued client Gemini IT Solutions (Pty) Ltd
Gemini IT Solutions (Pty) Ltd
valued client Salvage Genie
Salvage Genie
valued client Firstweb Hosting & Design
Firstweb Hosting & Design
valued client Dr V Naik Consult
Dr V Naik Consult
valued client Adventure Peaks
Adventure Peaks
valued client Fliber (Pty) Ltd
Fliber (Pty) Ltd
valued client A-Z Homes
A-Z Homes
valued client MONSTER SECURITY SERVICES (THABAZIMBI/NORTHAM)
MONSTER SECURITY SERVICES (THABAZIMBI/NORTHAM)