skip to content

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 Number Plates and Signs
Number Plates and Signs
valued client PC911 cc
PC911 cc
valued client Lou-Tech Mechanical Site Support
Lou-Tech Mechanical Site Support
valued client Lowveld IT
Lowveld IT
valued client Tupperware (Jolanda Yssel)
Tupperware (Jolanda Yssel)
valued client The Motorcycle Workshop
The Motorcycle Workshop
valued client Dayaway Trailers
Dayaway Trailers
valued client Anso Aluminium
Anso Aluminium
valued client Extreme Rentals t/a Dayaway
Extreme Rentals t/a Dayaway
valued client Gordon Truck and Trailer Spares
Gordon Truck and Trailer Spares
valued client ALLAN & SON ENGINEERING
ALLAN & SON ENGINEERING
valued client Soho Consulting and Sales
Soho Consulting and Sales
valued client All Power Trust
All Power Trust
valued client AMPCO Projects PTY Ltd
AMPCO Projects PTY Ltd
valued client Bitseam Computers (Pty) Ltd
Bitseam Computers (Pty) Ltd