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Effectively manage your clients

Fri, 30 May 2014

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 Nogana Events and Decor
Nogana Events and Decor
valued client Cooper Logistics (Pty) Ltd
Cooper Logistics (Pty) Ltd
valued client MaxPrac
MaxPrac
valued client One2b Pretoria A
One2b Pretoria A
valued client Design Nerd (Pty) Ltd
Design Nerd (Pty) Ltd
valued client The Original Beauty Box
The Original Beauty Box
valued client Tshwarang Consulting Services (Pty) Ltd
Tshwarang Consulting Services (Pty) Ltd
valued client Math Zone pty Ltd
Math Zone pty Ltd
valued client Diversity BBBEE (Pty) Ltd
Diversity BBBEE (Pty) Ltd
valued client Socially Digital
Socially Digital
valued client TEAM MMK - TOURS & EQUIPMENT
TEAM MMK - TOURS & EQUIPMENT
valued client Avantguard Security Solutions (Pty) ltd
Avantguard Security Solutions (Pty) ltd
valued client Website Café
Website Café
valued client MSPCloud (Pty) Ltd
MSPCloud (Pty) Ltd
valued client SKYFI Internet Solutions (PTY) Ltd
SKYFI Internet Solutions (PTY) Ltd