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...

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...

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...

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...

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...

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...

Back Edit a Customer Click on a Customer's Name. Click Actions > Edit. Make the necessary revisions. Click Save. Below are links for more information on each section of the Edit...

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...

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...

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...