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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 J.M. HUMAN RESOURCES
J.M. HUMAN RESOURCES
valued client CLEVER STUDENTS
CLEVER STUDENTS
valued client Seal Trading PTY
Seal Trading PTY
valued client Market Dealer Holdings (PTY) Ltd
Market Dealer Holdings (PTY) Ltd
valued client UltraQuip
UltraQuip
valued client Qothiphango Trading cc
Qothiphango Trading cc
valued client Istiqlaal Trading CC t/a Quality Imports SA
Istiqlaal Trading CC t/a Quality Imports SA
valued client One2b Northern Pretoria
One2b Northern Pretoria
valued client Konsortium Marketing (PTY)LTD
Konsortium Marketing (PTY)LTD
valued client Fliber (Pty) Ltd
Fliber (Pty) Ltd
valued client SLOANE STAR MEAT MARKET
SLOANE STAR MEAT MARKET
valued client #DiGi3
#DiGi3
valued client Amber Waves
Amber Waves
valued client Juchepi Gobal Group (Pty) ltd
Juchepi Gobal Group (Pty) ltd
valued client Brooks And Associates Consultants
Brooks And Associates Consultants