DocketManager

ARTICLES

• Customers - Searching for a Customer (October 24, 2018)
• General - Smart Lists (December 5, 2018)
• General - Cardview Option (October 22, 2018)
• Customers - Creating a New Customer (December 5, 2018)
• Customers - Editing a Customer (October 2, 2018)
• Customer - Deleting a Customer (October 11, 2018)
• Customers - Exporting Customers (November 2, 2018)
• Customers - Bulk Actions (December 5, 2018)
• Customers - Locations (December 5, 2018)
• Customers - Financial (October 22, 2018)
• Customers - Child Companies (January 1, 2019)
• Customers - Online Ordering (December 5, 2018)
• Customers - Communications Defaults (December 5, 2018)

FAQ

VIDEOS

• Configuring Customers (July 19, 2018)

• CRM (June 12, 2017)

OPEN DISCUSSIONS

• Integrate Vendors, Suppliers, with CRM... and don't forget Contractors and Service Providers (November 26, 2018)
• Vendors and Suppliers as part of CRM (March 14, 2018)
• Creating a New Customer using Customer Defaults (September 21, 2018)
• Sales function (January 31, 2018)
• CRM address reference - change "shipping" to "billing" (April 24, 2017)
• Frozen Accounts (March 30, 2015)