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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.

More than 1,000 businesses operate more efficiently with us.

Enjoying Invoices Online

I have enjoyed using your system so much at *(business name removed), that I have decided to load my personal business onto it as well.

I have upgraded to the Gold account in order to support you guys!

Shaun Gartshore
valued client Wiselink Broadband Vryheid
Wiselink Broadband Vryheid
valued client Reliable Store
Reliable Store
valued client Kainos  (Pty) Ltd
Kainos (Pty) Ltd
valued client Little Nutty Professors
Little Nutty Professors
valued client AMS Ambu Medical Supplies
AMS Ambu Medical Supplies
valued client Environment Friendly Toilets (Pty) Ltd
Environment Friendly Toilets (Pty) Ltd
valued client Advance X (PTY) Ltd.
Advance X (PTY) Ltd.
valued client Graphics and More
Graphics and More
valued client A-Z Homes
A-Z Homes
valued client Globalex66 CC T/A SecurityHyper
Globalex66 CC T/A SecurityHyper
valued client Flintbeck E.W.S
Flintbeck E.W.S
valued client Vukaedu (Pty) Ltd
Vukaedu (Pty) Ltd
valued client Paramedics for Hire (Pty) Ltd
Paramedics for Hire (Pty) Ltd
valued client Hannes Services (Pty) Ltd
Hannes Services (Pty) Ltd
valued client The Scanned Cube
The Scanned Cube