In the contacts section under CRM, the contacts of a company can be added to an existing customer in DocketManager. Contacts are the only point of contact in DocketManager, all communications sent through DocketManager are only accessible if there is an available contact with an email address.

Using the search filters on contacts allows you to locate a particular contact or it can be used to find multiple contacts with similar specs.

Note: If there is a specific set of search criteria you use often, it's possible to save it in the form of a Smart List for future searches. (See General-Smart Lists)

Searching for a Contact

Step     Action

  1.       Select {CRM} and then select the Contacts tab.

  2.      The search criteria that can be used include:

Contact Name
Enter in the full or partial Contact Name of the contact. 
Customer Name
Enter in the full or partial name of the Customer Name. 
Customer Number
Enter in the full or partial name of the Customer Number. 
Enter in the full or partial Title.
Enter any or all digits of the Phone number. 
i.e. If you enter ‘5’, it will bring up all phone numbers that contain a 5. If you enter just the area code ‘519’, it will bring up all the phone numbers that have that area code. 
Enter in the full or partial Email address.
Sales RepSelect Sales Rep from the drop-down menu.
ZIP/Postal Code

Enter in the full or partial ZIP/Postal Code.
Select Country from the drop-down menu.

Select Region from the drop-down menu.

Select a letter from from the alpha box below Letter.

Note: As soon as a letter is selected, a search will be done bringing up all customers whose name starts with the selected letter. Any other search fields with data entered will also be applied to the search.

Select one or more Tags from the drop-down menu.

Note: Utilizing this search criteria will not filter results to find customers with all selected tags. If multiple tags are selected, search will include all customers with at least one of the selected tags.

Select one or more Roles from the drop-down menu.




  3.      Once Search criteria has been entered, select {Search}. To clear all 

           search criteria, select {Clear}.