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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 Mountain Lion Properties
Mountain Lion Properties
valued client GF CASTELYN Trading as ELECTROPRINT ARMATURE REWINDERS
GF CASTELYN Trading as ELECTROPRINT ARMATURE REWINDERS
valued client VIV'S TRUCKS (Pty) Ltd. 651
VIV'S TRUCKS (Pty) Ltd. 651
valued client Glass and Allied Industries
Glass and Allied Industries
valued client OrgChart Hosting Pty Ltd
OrgChart Hosting Pty Ltd
valued client Xponents Trading (Pty) Ltd
Xponents Trading (Pty) Ltd
valued client Vendition (Pty) Ltd trading as OppositeLockonline
Vendition (Pty) Ltd trading as OppositeLockonline
valued client Konsortium Marketing (PTY)LTD
Konsortium Marketing (PTY)LTD
valued client Occutel
Occutel
valued client Know Informatics
Know Informatics
valued client Panorama Guest House
Panorama Guest House
valued client Meyer VPA Franchising (Pty) Ltd
Meyer VPA Franchising (Pty) Ltd
valued client Khiya Technology Solutions
Khiya Technology Solutions
valued client Digifax Pty) Ltd t/a Findfish
Digifax Pty) Ltd t/a Findfish
valued client Dombieterfontein (PTY) LTD
Dombieterfontein (PTY) LTD