Customers

Customers - Customer Search
Back The CRM > Customer tab can be used:  To search and locate a customer or groups of customers To action a customer To bulk action c...
Fri, 4 Jun, 2021 at 1:10 PM
Customers - Creating a New Customer
Back 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 se...
Fri, 4 Jun, 2021 at 1:12 PM
Customers - Locations
Back Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setu...
Thu, 15 Apr, 2021 at 4:08 PM
Customers - Financial
Back Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setu...
Thu, 15 Apr, 2021 at 4:10 PM
Customers - Customer View
Back The Customer View page is divided into the following sections:   Section Description Actions The following Actions can be taken for a customer: ...
Thu, 15 Apr, 2021 at 3:43 PM
Customers - Child Companies
Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setup for ...
Fri, 1 Nov, 2019 at 1:25 PM
Customers - Editing a Customer
Back Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be s...
Fri, 4 Jun, 2021 at 1:14 PM
Customers - Online Ordering
Back Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setu...
Thu, 15 Apr, 2021 at 4:12 PM
Customers - Exporting Customers
Back Customer Exports allows for a .CSV to be generated of customer profiles. This .CSV can include all customers or be filtered to export a select group o...
Fri, 4 Jun, 2021 at 1:22 PM
Customers - Deleting a Customer
Back Companies or individuals, who have been added as customers in DocketManager, can be deleted from the Customer page.    Note: Customers that have bee...
Fri, 4 Jun, 2021 at 1:19 PM