Contacts

Contacts - Location
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...
Mon, Jul 4, 2022 at 2:37 PM
Contacts - Notes
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:  ...
Mon, Jul 4, 2022 at 2:40 PM
Contacts - Tasks
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 as...
Mon, Jul 4, 2022 at 2:45 PM
Contacts - Creating a New Order
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...
Mon, Jul 4, 2022 at 2:48 PM
Contacts - Creating a New Quote
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...
Mon, Jul 4, 2022 at 2:58 PM
Contacts - Email Login
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...
Mon, Jul 4, 2022 at 3:01 PM
Contacts - Email
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...
Mon, Jul 4, 2022 at 3:02 PM
Contact View - Files
Back There are several ways files can be used on DocketManager. Informational files can be added to contacts, customers, orders, stocks and supplies. Item files, thumbnails, and preview files c...
Tue, Jul 5, 2022 at 2:35 PM
Contact View - Notes
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:  ...
Tue, Jul 5, 2022 at 3:01 PM
Contact View - Tasks
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 as...
Tue, Jul 5, 2022 at 3:04 PM