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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.

Baie dankie dit gaan baie help.

Baie dankie dit gaan baie help.

Waardeer julle moeite.

Tinus Bam - PPA SOLUTIONS
valued client Lou-Tech Mechanical Site Support
Lou-Tech Mechanical Site Support
valued client FD Auto Service Centre
FD Auto Service Centre
valued client Purely Earth (Pty) Ltd
Purely Earth (Pty) Ltd
valued client Xtreme Print by Design
Xtreme Print by Design
valued client Franklin Electric SA (Pty) Ltd
Franklin Electric SA (Pty) Ltd
valued client Endless Drops
Endless Drops
valued client Dayaway Trailers
Dayaway Trailers
valued client Marble Gearbox and Diff
Marble Gearbox and Diff
valued client Koum AirElect (PTY)Ltd
Koum AirElect (PTY)Ltd
valued client Betech Solutions
Betech Solutions
valued client All Power Trust
All Power Trust
valued client Tupperware (Jolanda Yssel)
Tupperware (Jolanda Yssel)
valued client Grizzly Projects
Grizzly Projects
valued client R&R Motor Maintenance
R&R Motor Maintenance
valued client Gearbox Trader
Gearbox Trader