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 Notes are can be added on various pages in DocketManager for internal documentation purposes. These notes can function differently depending on where they have been created.   Examples:  ...

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

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 Add a Contact File Click on the + icon to the right of Files. Choose a File from your Computer. Choose the File Group. (additional File Types can be created in Settings > Dockets &...

Back Notes are can be added on various pages in DocketManager for internal documentation purposes. These notes can function differently depending on where they have been created.   Examples:  ...

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