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Companies or individuals who are existing customers or current prospects can be set up in the Customers section of the CRM. Custom defaults can be set up for each Customer that will transfer over to all new quotes and orders.


There are several ways a customer can be added to DocketManager.

  • CRM > Customers > New
  • New (Quick Add) > Customer 
  • New/Edit Order modal > + icon for customer
  • New/Edit Quote modal > + icon for customer
  • Point of Sale > + icon for Customer


The first step for creating the new customer on MIS, regardless of the way in which you are creating them, will be the opening of a New Customer modal.


Creating a New Customer

Step     Action

  1.      Complete the fields from the New Customer modal.


General


Field
Description 
Customer Name 
This is the Customer Name that will appear throughout the system.
External Identifier
This can be a customer number from your previous system to import old Orders, or as a reference to customers in your accounting system.
Avatar Image
Select an image file (e.g. the customer logo) that you want to use to represent this customer.
Phone

This is generally the main phone number for the customer.

 

Note: If there is a main office number enter it here, you can add extensions or a contact’s direct information during the Adding Contacts stage.
Fax
This is generally the main fax number for the customer.
Email
This is generally the main email address for the customer.
Website
This is the customer's website URL.
Add New
This field allows for additional contact information (e.g. phone, mobile, pager, etc.) to be added.

Select an option from the drop-down menu under Add New.
Enter contact information in the field to right of drop-down. Select {Add}.

Note: When adding a Facebook/Twitter/Instagram account, only the username is needed. You do not need to add www. or @ symbol.
e.g. Facebook account would only need to be entered as 'Username' not 'www.facebook.com/Username'
Parent Company


Parent Company
This allows a reference to children companies. The reference is informational and parent company defaults will not automatically be applied to child companies.

Switch default set to No. If switch toggled to Yes, the option to add Child Companies will be available.
Child Companies

To edit, add, or delete Child Companies. (See Customer - Child Companies)

Note: The section to add Child Companies is only visible when Parent Company switch toggled to Yes.
Sales Rep
The Active User selected from the drop-down will be the default Sales Rep on all new Quotes and Orders for this customer.

Note: Reports using the Customer Sales Rep will reference this selection.
CSR

The Active User selected will be the default CSR on all new Quotes and Orders for this customer.

Graphic Artist
The Active User selected will be the default Graphic Artist on all new quote and order items for this customer.
Tags
The tags selected can be used to identify information about this Customer or to filter down a list for sales or marketing. Tags can be selected from the drop-down or manually entered.  

Note: Manually entered Tags will automatically be added to Customer Tags (See Customer - Tags)
Shipping Type

This selection will be the default Shipping Type for all new quotes or orders for this customer.

Invoice

This selection will be the default Invoice delivery option for all new quotes or orders for this customer.

Terms

This selection will be the default Terms for all new quotes or orders for this customer.

Customer Since
This date will default to the date the customer was created in the system. It can be altered, using the calendar, to the actual date they became a customer.
Default Order Statuses
These selections will be the Default Order Statuses and they will be applied to each new order or quote created for this customer.
Default Item Statuses
These selections will be the Default Item Statuses and they will be applied to each new item added to this customer's orders or quotes.
Default Order Tags
These selections will be the Default Order Tags for all new quotes and orders for this customer. Tags can be selected from the drop-down or manually entered.  
Default Item Tags
These selections will be the Default Item Tags for all new quote and order items for this customer. Tags can be selected from the drop-down or manually entered.