DocketManager

ARTICLES

• Contacts - Searching for a Contact (February 2, 2019)
• Contacts - Creating a New Contact (December 5, 2018)
• Contacts - Exporting Contacts (October 22, 2018)
• Contacts - Deleting Contacts (October 22, 2018)
• Contacts - Bulk Actions (December 5, 2018)
• General - Smart Lists (December 5, 2018)
• General - Cardview Option (October 22, 2018)
• Contacts - Locations (December 5, 2018)
• Contacts - Products (December 5, 2018)
• Contacts - Online Ordering (December 5, 2018)
  

FAQ

• FAQ - What are Budgets and How are they Used? (August 19, 2019)
• FAQ - Do I Setup Budgets on Customers and Contacts? (August 20, 2019)
• FAQ - Do I Need to Set an Approver for a Contact Assigned the Role 'Online Order Placer - Needs Approval'? (August 20, 2019)

VIDEOS

• Configuring Contacts (July 19, 2018)

• CRM (March 27, 2017)

OPEN DISCUSSIONS

• Duplicating a Contact (October 17, 2019) 
• Contact name fields change request (September 18, 2018)
• Contact info should inherit the company address as default (July 25, 2018) 
• Auto Fill Contact Address when creating new contact under Customer (December 25, 2018) 
• Assigning and reassigning Approvers (February 13, 2019) 
• Contact field on shipments (March 28, 2019)
• Additional Location Address Management and Contacts (March 29, 2019)