Budgets

Settings > Dockets > Budgets


Budgets can be created or imported into DocketManager.



Assigning Budgets

CRM > Contacts


Once budgets have been created in your system they can be assigned to specific Contacts. 

  • Click on Sample Contact
  • Select Actions > Edit
  • Scroll down to Online Ordering and under Budgets you can add budgets and assign a default.
  • There is also a Budget Required toggle available.