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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 Goju Ryu Karate Centre
Goju Ryu Karate Centre
valued client Panorama Guest House
Panorama Guest House
valued client DEMAJO PAINTS
DEMAJO PAINTS
valued client CHARLIEX CONSTRUCTIONS
CHARLIEX CONSTRUCTIONS
valued client Printo Group
Printo Group
valued client Cape Adventure Zone
Cape Adventure Zone
valued client Khiya Technology Solutions
Khiya Technology Solutions
valued client SA Security Brokerz (Pty) Ltd
SA Security Brokerz (Pty) Ltd
valued client Glass and Allied Industries
Glass and Allied Industries
valued client QuickPay Payroll Solutions (PTY) Ltd.
QuickPay Payroll Solutions (PTY) Ltd.
valued client Globalex66 CC T/A SecurityHyper
Globalex66 CC T/A SecurityHyper
valued client RECONNECT DAY SPA
RECONNECT DAY SPA
valued client The Original Beauty Box
The Original Beauty Box
valued client Safe-Train Consulting (PTY) Ltd
Safe-Train Consulting (PTY) Ltd
valued client Market Dealer Holdings (PTY) Ltd
Market Dealer Holdings (PTY) Ltd