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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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Thank you for the quick reply, even if it is Sunday. Excellent service!

Enjoy the rest of your weekend.

Hentie Loots - Gemini IT Solutions
valued client Marble Gearbox and Diff
Marble Gearbox and Diff
valued client MICHAEL LABUSCHAGNE ELECTRICAL (Pty) Ltd
MICHAEL LABUSCHAGNE ELECTRICAL (Pty) Ltd
valued client Corrosioneering Services CC T/A Bushveld Pest Control Solutions
Corrosioneering Services CC T/A Bushveld Pest Control Solutions
valued client Homechoice
Homechoice
valued client Dayaway Trailers
Dayaway Trailers
valued client Afrika Auto Clinic
Afrika Auto Clinic
valued client Perfect Stitch
Perfect Stitch
valued client MIDPRO AUTOMOTIVE ENGINEERING
MIDPRO AUTOMOTIVE ENGINEERING
valued client Effective Airconditioning & Maintenance
Effective Airconditioning & Maintenance
valued client Purely Earth (Pty) Ltd
Purely Earth (Pty) Ltd
valued client Betech Solutions
Betech Solutions
valued client All Power Trust
All Power Trust
valued client AQUA O2 / BIG RED
AQUA O2 / BIG RED
valued client Pro Auto Services
Pro Auto Services
valued client Guard Alert Electronics
Guard Alert Electronics