These notes refer to how clients are categorised on the MagManager Client screen. You can find an overview of the Client screen here.
NOTE: In order for clients to appear on the correct tab you MUST mark any historical issues as complete, and Miscellanous as inactive. Eg if the client has bookings in any previous issue that is not marked as "Complete" they will still show up in the "Active" tab. (See the section 'Marking Issues As Complete' and 'Marking Miscellaneous as Inactive' below with instructions on how to do this).
All Tab
By default, when you go to the Client screen, the All tab will display all your contacts. This is everyone entered into your MagManager account (excluding clients who have been marked as inactive on their client details tab)
Primary Contacts Only
To see only your primary contacts, toggle the "Primary Contacts Only" switch at the top of the screen. You can use the Search bar to search for a client by company name, personal name, email or any other field.
Default Display
You can choose whether you want MagManager to show your Active clients tab or All clients tab by default by going to Settings System Defaults and toggling on the "Show active clients first" switch.
Active Tab
To see only Active clients, click on the "Active" tab. Clients displayed here have a booking in the current issue or in future issues.
Prospects Tab
To see only Prospects, click on the "Prospects" tab. Clients displayed here have no bookings entered into your MagManager account.
Inactive Tab
To see only Inactive clients, click on the "Inactive" tab. Clients displayed here have previously booked but have no future bookings.
Client marked as Inactive on Client Record
Clients that have been marked as Inactive on the client details tab ie the business has closed down, they've passed away or sold the business, no longer show up in searches.
To access these clients go to the clients screen > select the Inactive tab > then toggle the "Show Inactive" switch across the top to green.
These clients will then show up in the listing with a green tick in the last column headed Inactive. From here you can click on the client name to open their record.
Marking issues as "complete"
It is good practice to mark an issue as complete once it has gone to the printers and invoices raised.
Issues are marked as complete by going to the Publications screen > Under the 'Complete' heading click the toggle switch to turn it green. When an issue has been marked as complete, it is no longer possible to change the artwork or the artwork status for any bookings in this issue. (If you need to do this for any reason, you can temporarily mark the issue as not complete while you make your changes).
Marking miscellaneous as "inactive"
Once bookings are invoiced it's good practice to mark miscellaneous as "Inactive".
You can mark miscellaneou issues as inactive by going to the main settings page > Under Publications and Bookings > Select Miscellaneous > Select the Issues tab.
Under the Active header - Click the toggle switch to inactive grey. (Green indicates it is active).
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