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 customers To delete customers To export...
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 set up for each Customer that will transfe...
Thu, 15 Jul, 2021 at 10:54 AM
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 setup for each Customer that will transfer o...
Mon, 9 Aug, 2021 at 11:49 AM
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 setup for each Customer that will transfer o...
Fri, 13 Aug, 2021 at 12:45 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: Action Description Edit Opens the Cus...
Tue, 13 Jul, 2021 at 11:23 AM
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 each Customer that will transfer over to...
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 setup for each customer that will transfe...
Tue, 13 Jul, 2021 at 11:24 AM
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 setup for each Customer that will transfer o...
Mon, 9 Aug, 2021 at 11:52 AM
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 of your customer base. Export will in...
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 been deleted will no longer be visible on t...
Fri, 4 Jun, 2021 at 1:19 PM