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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.

Would like to use your site for everything!

Thank you Adriaan,

You the best.

NB: Have you thought about integrating payroll software please. We are using a different platform and would like to use your site for everything.

Noa Modukanene - Mdux-ICS (Pty) Ltd
valued client Assegai Automation
Assegai Automation
valued client CBT International T/A Printer Rental
CBT International T/A Printer Rental
valued client Tupperware (Jolanda Yssel)
Tupperware (Jolanda Yssel)
valued client Cardok
Cardok
valued client GGK Hersteldienste / Boorgatdienste
GGK Hersteldienste / Boorgatdienste
valued client Arke IO Pty Ltd
Arke IO Pty Ltd
valued client Viclin Maintenance Pty Ltd
Viclin Maintenance Pty Ltd
valued client SKINKIWYN
SKINKIWYN
valued client Perfect Stitch
Perfect Stitch
valued client Water Boys
Water Boys
valued client Netputer Systems T/A NPS Computers
Netputer Systems T/A NPS Computers
valued client SkipCOZA
SkipCOZA
valued client COFFEENIQUA (PTY) LTD
COFFEENIQUA (PTY) LTD
valued client Mctrend Systems
Mctrend Systems
valued client SunWolf
SunWolf