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

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...

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 General  Field Description Quote Number This is a unique number assigned by the system to identify the quote. Quote Name Enter the name for the actual quote. This wil...

Back An existing quote can be requoted or converted into an order. This will create a new quote/order based on the original quote.  Notes: Customer/Contact details from the original quote w...

Back You can view records of emails sent out related to a quote at the quote level. Step     Action   1.       Select {Quotes} in the navigation menu on the left-hand side.   2.       Searc...

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 user's in the system.  Tasks can be generic or they can be assigned to orders, quote, items, customers, etc.  An...

Back The Item Summary provides a snapshot summary of an Items Production/Order details. You can access the summary by using the actions menu on an item: Note: The Item Summary cannot be pr...

Back Quote items that have files attached, such as customer files, proof files, etc., can be downloaded from the quote level instead of going into each item. Step     Action   1.       Selec...