DocketManager

ARTICLES

• Customers - Customer Search
• Customers - Creating a New Customer
• Customers - Editing a Customer
• Customer - Deleting a Customer
• Customers - Exporting Customers
• Customers - Bulk Actions
• Customers - Child Companies
• Customers - Locations
• Customers - Financial
• Customers - Online Ordering

SUPPORTING ARTICLES

• General - Smart Lists
• General - Cardview Option
• General - Notes 
• General - Tasks
• Tags - Creating a New Customer Tag  
• Defaults - Adding Customer Defaults 

FAQ

• FAQ - How do I Merge a Duplicate Customer? 
• FAQ - How do I Bring Back a Deleted Customer?
• FAQ - Do I Setup Budgets on Customers and Contacts?
• FAQ - What are Defaults and Where are they Used? 
  

VIDEOS

• CRM (March 27, 2017)

OPEN DISCUSSIONS

• Customer Since / Last Order Date > Range Filter Please (September 16, 2019) 
• Customer Default PO# (February 13, 2019)
  
• Integrate Vendors, Suppliers, with CRM... and don't forget Contractors and Service Providers (November 26, 2018)
• Creating a New Customer using Customer Defaults (September 21, 2018)
• Vendors and Suppliers as part of CRM (March 14, 2018)
• Sales function (January 31, 2018)
• CRM address reference - change "shipping" to "billing" (April 24, 2017)
• Google Address Search (May 12, 2017)