DocketManager

ARTICLES

• Customers - Searching for a Customer (November 11, 2018)
• General - Smart Lists (December 5, 2018)
• General - Cardview Option (July 23, 2018)
• Customers - Creating a New Customer (December 5, 2018)
• Customers - Editing a Customer (December 5, 2018)
• Customer - Deleting a Customer (October 11, 2018)
• Customers - Exporting Customers (November 2, 2018)
• Customers - Bulk Actions (December 5, 2018)
• Customers - Locations (October 26, 2018)
• Customers - Financial (October 22, 2018)
• Customers - Child Companies (January 28, 2019)
• Customers - Online Ordering (December 5, 2018)

SUPPORTING ARTICLES

• Customers - Communications Defaults (December 5, 2018)
• Import/Export - Importing Customer/Contact Information (October 12, 2018)
• Tags - Creating a New Customer Tag (October 24, 2018) 
• Defaults - Adding Customer Defaults (December 6, 2018) 

FAQ

• FAQ - How do I Merge a Duplicate Customer? (May 16, 2019)
• FAQ - How do I Bring Back a Deleted Customer? (May 19, 2019)
• FAQ - Do I Setup Budgets on Customers and Contacts? (August 13, 2019)
• FAQ - What are Defaults and Where are they Used? (September 23, 2019)
  

VIDEOS

• Configuring Customers (July 19, 2018)

• 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) 
• Frozen Accounts (March 30, 2015)