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 default billing location, but can ha...

Back There are several ways an Order can be added to DocketManager. Orders > New New (Quick Add) > Order CRM > Customer or Contact tab > New order on vertical ellipses CRM > C...

Back There are several ways a Quote can be added to DocketManager. Quotes > New New (Quick Add) > Quote CRM > Customer or Contact tab > New quote on vertical ellipses CRM > Cu...

Back Creating a New Email Email communications, an integral component of DocketManager, keep you connected to your Customers. Step     Action   1.       Select type of email to be sen...

Back Creating a New Email Email communications, an integral component of DocketManager, keep you connected to your Customers. Step     Action   1.       Select type of email to be sen...

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. New...

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 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 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 Edit modal. CRM > Contact...

Back When emailing within DocketManager, the following systemic emails can be generated. Note: The canned email defaults will be those of the customer, as designated by their Communication D...