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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.

Ons is beïndruk en ons kyk nooit weer terug nie

Dankie vir goeie diens Adriaan.

Ek moet sê, dat ek verskriklik skepties was toe JP die eerste keer aan ons die stelsel voorgestel het. Maar hy het ‘n paar keer aangehou en ek het na al die gekarring bes gegee en dit was voorwaar die heel beste besluit wat ek nog ooit kon maak.

Die stelsel het ons werk massief vergemaklik en die beheer (saam met die geskiedenis) wat ons nou het oor die produkte het ure en ure se gekrap tussen manuele werkkaarte en naslaan van herstelgeskiedenis so vergemaklik dat ek in my dag des lewens nie weer met daardie arkaïese stelsel opgeskeep wil sit nie.

Baie dankie vir die wysigings wat gedoen is oor die verloop van byna drie jaar.

Sarel Botha - All Power
valued client AMPCO Projects PTY Ltd.
AMPCO Projects PTY Ltd.
valued client Texas Engineering Support CC
Texas Engineering Support CC
valued client Viclin Maintenance Pty Ltd
Viclin Maintenance Pty Ltd
valued client Hawk Repairs
Hawk Repairs
valued client All Power Trust
All Power Trust
valued client Vstorm Solutions (Pty) Ltd
Vstorm Solutions (Pty) Ltd
valued client Mitronix
Mitronix
valued client DINAMIESE NETWERK BEMARKING
DINAMIESE NETWERK BEMARKING
valued client Guard Alert Electronics
Guard Alert Electronics
valued client SkipCOZA
SkipCOZA
valued client RYOBI BFN AGENTS
RYOBI BFN AGENTS
valued client Grit Secure (Pty) Ltd
Grit Secure (Pty) Ltd
valued client PC911 cc
PC911 cc
valued client Pump Doc
Pump Doc
valued client The Tin Holding T/A COFFEENIQUA (Pty) LTD
The Tin Holding T/A COFFEENIQUA (Pty) LTD