General

General - Notes
General - Notes Adding a New Note  Step     Action   1.      Select {New} under Notes.           A New Note modal window will open.   2.      Comp...
Tue, 17 Jul, 2018 at 11:54 PM
General - Tasks
General - Tasks  Creating a New Task Step    Action   1.      Select {New} under Task.            A New Task modal window will open.   2.      ...
Sun, 9 Apr, 2017 at 12:38 AM
Smart Lists
Smart Lists Overview Smart Lists are an easy way to save common searches. A Smart List can be created from the following search pages: CRM - Cust...
Sun, 17 Dec, 2017 at 1:21 AM
General - Timers
General - Timers Timers can be accessed using the following: A) Timer Icon - Located on the top right-hand side of the screen and on production pages u...
Wed, 18 Jul, 2018 at 11:23 PM
General - Item Summary
General - Item Summary An Action Menu is available on the Order Items and Production pages. To view the Action Menu, hover mouse over the vertical ellip...
Thu, 19 Jul, 2018 at 12:18 AM
General - Alerts
General - Alerts Alerts will appear at the top of the page. To view alerts, hover over the Bell icon on the upper right-hand side of the screen. The...
Fri, 22 Dec, 2017 at 1:45 PM
General - Emailing or Printing Multiple Invoices
General - Emailing or Printing Multiple Invoices Step     Action  1.        Select {CRM}. The page should open on the Customers tab.  2.     Hover mou...
Wed, 1 Nov, 2017 at 10:27 AM
General - Email Tracking
Email Tracking - Sent, Failed, Delivered and Opened Emails can be viewed from the Dashboard, under My Recent Communications. or from the Records Pag...
Sun, 17 Dec, 2017 at 9:29 PM
General - Cardview Option
General - Cardview Option The Cardview option is available on the search pages for Quotes/Orders, Items, Customers, and Contacts. To toggle to the c...
Wed, 20 Dec, 2017 at 8:51 PM
General - Emails
General - Emails Creating a New Email Email communications, an integral component of DocketManager, keeps you connected to your Customers Step  ...
Wed, 18 Jul, 2018 at 8:53 AM