Back A duplicate customer/contact may be created for a single company due to a small discrepancy in name (e.g. Daisy Flower Co. and Daisy Flower Inc., Dave Jenson and David Jenson). If a customer...

Back Deleted entries in DocketManager can be brought back by going to Settings > Admin section > Deleted and selecting the appropriate tab. Restoring Deleted Customers   1.       Go to...

Back A Marketing Campaign is a tool that can be used to organize all mail and email campaigns for a customer.    Each campaign can be assigned a name, customer, and due date in the basic set...

Back Marketing Campaigns  A Marketing Campaign is a tool that can be used to organize all mail and email campaigns for a customer.  Each campaign can be assigned a name, customer, and due da...

Back Budgets can be setup for a specific customer, meaning that it will be a budget designated for that customer's use. The allocation of funds and budget depletion are all done on t...

Back If a contact has been assigned the role 'Online Order Placer - Needs Approval', you will need to set an approver for them on their Contact Edit page. The contact will not require app...