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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 Soho Consulting and Sales
Soho Consulting and Sales
valued client Tupperware (Jolanda Yssel)
Tupperware (Jolanda Yssel)
valued client Guard Alert Electronics
Guard Alert Electronics
valued client Number Plates and Signs
Number Plates and Signs
valued client Pretoria Forklifts C.C.
Pretoria Forklifts C.C.
valued client The Motorcycle Workshop
The Motorcycle Workshop
valued client Extreme Rentals t/a Dayaway
Extreme Rentals t/a Dayaway
valued client SkipCOZA
SkipCOZA
valued client Lowveld IT
Lowveld IT
valued client Gordon Truck and Trailer Spares
Gordon Truck and Trailer Spares
valued client VDM VERVOER (PTY) LTD
VDM VERVOER (PTY) LTD
valued client DINAMIESE NETWERK BEMARKING
DINAMIESE NETWERK BEMARKING
valued client Effective
Effective
valued client Itech Administrators
Itech Administrators
valued client Pump Doc
Pump Doc