Contacts

Contact View - Adding an Order
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...
Tue, Jul 5, 2022 at 3:19 PM
Contact View - Adding a Quote
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...
Tue, Jul 5, 2022 at 3:22 PM
Contact View - 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 communication...
Tue, Jul 5, 2022 at 3:30 PM
Contact View - 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 Edit modal. CRM > Contac...
Tue, Jul 5, 2022 at 4:00 PM
Contact View - Email
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...
Tue, Jul 5, 2022 at 4:02 PM
Contact View - Email Login
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...
Tue, Jul 5, 2022 at 4:14 PM