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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 Sector 36 Technologies
Sector 36 Technologies
valued client Konsortium Skeerdiens
Konsortium Skeerdiens
valued client The Scanned Cube
The Scanned Cube
valued client Cor Meibion Cymru De Affrig (Welsh Male Voice Choir of South Africa)
Cor Meibion Cymru De Affrig (Welsh Male Voice Choir of South Africa)
valued client Design Nerd (Pty) Ltd
Design Nerd (Pty) Ltd
valued client Cooper Power South Africa
Cooper Power South Africa
valued client Multi CNC Solutions CC
Multi CNC Solutions CC
valued client Entidee Enterprise PTY (ltd)
Entidee Enterprise PTY (ltd)
valued client One2b PTA
One2b PTA
valued client MONSTER SECURITY SERVICES (THABAZIMBI/NORTHAM)
MONSTER SECURITY SERVICES (THABAZIMBI/NORTHAM)
valued client Clitzco
Clitzco
valued client Konsortium-merino
Konsortium-merino
valued client Konsortium Marketing (PTY)LTD
Konsortium Marketing (PTY)LTD
valued client General PPE Suppliers (PTY) Ltd
General PPE Suppliers (PTY) Ltd
valued client Nogana Events and Decor
Nogana Events and Decor