Back Bulk Actions are a selection of fields that can be used to quickly update information on one or more Customers without having to edit them individually. It also allows for quick updates to i...

Back Default Documents Step    Action   1.      From the Customer edit modal, select {Communications Defaults} on the right-hand side of             screen to auto scroll to Communication Defa...

Back Smart Lists are an easy way to save common searches. A Smart List can be created from the following search pages: CRM > Customers CRM > Contacts Quotes/Orders (All quotes/order...

Back In the contacts section under CRM, the contacts of a company can be added to an existing customer in DocketManager. Contacts are the only point of contact in DocketManager, all communication...

Back Tasks are a way to set To Do's for yourself or for other active user's in the system.  Tasks can be generic or they can be assigned to orders, quote, items, customers, etc.  Any...

Back This shows any Quotes for this contact. By default, you will see the first 5 orders. If you would like to see all orders click on the View All button.   Section Description Quotes Thi...

Back  Section Description Orders This shows any Orders for this contact. By default, you will see the first 5 orders. If you would like to see all orders click on the View All button. Ne...

Back The Customer page is divided into the following sections:   Section Description Smart List The default Smart List shows All Customers but you can have unlimited lists. To learn how to c...

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 A Product is essentially a pre-made job item that can be used for orders internally, online, or on POS. When creating a product, a job template can be used to pre-fill specifications during ...