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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 600 businesses operate more efficiently with us.

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Enjoy the rest of your weekend.

Hentie Loots - Gemini IT Solutions
valued client RYOBI BFN AGENTS
RYOBI BFN AGENTS
valued client Number Plates and Signs
Number Plates and Signs
valued client Extreme Rentals t/a Dayaway
Extreme Rentals t/a Dayaway
valued client Anso Aluminium
Anso Aluminium
valued client Betech Solutions
Betech Solutions
valued client Archimedes Laboratory Solutions
Archimedes Laboratory Solutions
valued client Vstorm Solutions (Pty) Ltd
Vstorm Solutions (Pty) Ltd
valued client AMPCO Projects PTY Ltd.
AMPCO Projects PTY Ltd.
valued client AQUA O2 / BIG RED
AQUA O2 / BIG RED
valued client B&K Pumps
B&K Pumps
valued client Cape Engineering Supplies
Cape Engineering Supplies
valued client GGK Hersteldienste / Boorgatdienste
GGK Hersteldienste / Boorgatdienste
valued client Sparkle Pools
Sparkle Pools
valued client Genque Generator Services & Repairs (PTY) LTD
Genque Generator Services & Repairs (PTY) LTD
valued client Mctrend Systems
Mctrend Systems