When you have more than 1000 Clients

Client Diary is a cloud based system and relies on internet speeds to work quickly.  Once databases get  large, it doesn’t matter how fast your internet is, no system will be able to load all your clients quickly enough to be fast to use.

Client Diary stays fast this by allowing you to instantly search for your clients if you have under 1000 clients and if you have more than 1000 clients, you must enter a name, then press a search button to look for clients with that name.  This speeds things up dramatically, especially for people with very large databases.

For 1000 clients or less in Client Diary

  • Select the Clients menu
  • Click in the Client Quick Search area and type the clients name and will look it up automatically

For more than 1000 clients in Client Diary

  • Select the Clients menu
  • Click in the Client Quick Search area and type the clients name
  • Click on the Search button