Contacts

Contacts - Contacts Search
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, ...
Tue, Jul 13, 2021 at 11:41 AM
Contacts - Creating a New Contact
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...
Tue, Jul 13, 2021 at 2:18 PM
Contacts - Editing a Contact
Back There are a few ways to open a Contact Edit modal. CRM > Contact > Edit from vertical ellipses drop-down Contact View page > Actions > Edit Customer View page > Contacts s...
Tue, Jul 13, 2021 at 2:26 PM
Contacts - Deleting a Contact
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...
Tue, Jul 13, 2021 at 2:33 PM
Contacts - Locations
Back The Locations section of the Contact Edit modal allows for locations to be set for a Contact. All contacts can have one default shipping location and one ...
Mon, Aug 9, 2021 at 12:00 PM
Contacts - Exporting Contacts
Back Step     Action   1.      Select {CRM} and then select the Contacts tab. Note: Contacts cannot be individually sele...
Thu, Jul 15, 2021 at 10:55 AM
Contacts - Bulk Actions
Back Bulk Actions are a selection of fields that can be used to quickly update information on one or more items without having to edit them individually. The system will determine if a recalculat...
Tue, Jul 13, 2021 at 2:29 PM
Contacts - Financial
Back Contacts can have credit cards stored on their profiles in DocketManager, making it easier to apply payments to their orders. Adding Financial Profiles for a Contact Step  &am...
Mon, Aug 9, 2021 at 12:37 PM
Contacts - Products
To Navigate to Contacts: Step      Action   1.        Select {CRM} and then select the Contacts tab.   2.        Use search filters to locate the desired Contact.   3.        Select the contac...
Thu, Sep 12, 2019 at 2:09 PM
Contacts - Contact View
Back The Contact View page is divided into the following sections:   Section Description Actions The following Actions can be taken for a contact: Edit - Opens the Contact Edit page. Ema...
Mon, May 31, 2021 at 10:25 AM