Contacts

Contacts - Online Ordering
Back The Online Ordering section of the Contact Edit modal provides settings for a Contact's online ordering access.  There are a few ways to open a Contact Ed...
Mon, 9 Aug, 2021 at 12:03 PM
Contacts - Smart List
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...
Tue, 13 Jul, 2021 at 2:17 PM
Contact - View
Back The Contact 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 cr...
Fri, 16 Apr, 2021 at 3:09 PM
Contacts - General
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 communicat...
Mon, 9 Aug, 2021 at 11:57 AM
Contact - Info Boxes
Back   Contact Information Boxes These boxes provide general information about this contact. Total Balance and Current Order - shows the total balance of all this contacts orders Active Quot...
Wed, 14 Jul, 2021 at 11:08 AM
Contacts - Details
Back The Contact View page is divided into the following sections:   Contact Details This shows general details for this contact including: Title Phone Number Fax Email Additional Conta...
Wed, 14 Jul, 2021 at 11:14 AM
Contacts - Card/Table View
Back Card View/List View To toggle from Card View to List View click on the icon.  To sort by a column then click on the heading. By default, the search will show 100 customers but you can chang...
Fri, 4 Jun, 2021 at 1:25 PM
Contacts - General
Back Field Description Contact Name This is the Contact's name that will appear throughout the system. Avatar Image Select an image (e.g. contact portrait) to use to represent ...
Tue, 20 Apr, 2021 at 1:01 PM
Contacts - Locations
Back Locations Section Description Default Billing This is the default Billing Address for this customer. It will default on all their quotes and orders if the Co...
Mon, 9 Aug, 2021 at 12:10 PM
Contacts - Online Ordering
Back Online Ordering Field Description Payment These are the payment options that the Contact will have available to them at checkout. If this field is left blank, the Customer's ...
Tue, 13 Jul, 2021 at 2:44 PM