General

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. These alerts can include...
Thu, 12 Sep, 2019 at 1:16 PM
General - Smart Lists
Smart Lists are an easy way to save common searches. A Smart List can be created from the following search pages: CRM > Customers CRM > Contacts ...
Wed, 9 Oct, 2019 at 2:28 PM
General - Cardview Option
The Cardview option is available on the search pages for Quotes/Orders, Items, Customers, and Contacts. To toggle to the cardview option on the search p...
Thu, 12 Sep, 2019 at 1:22 PM
General - Notes
Notes are can be added on various pages in DocketManager for internal documentation purposes. These notes can function differently depending on where they h...
Mon, 20 Jan, 2020 at 1:26 PM
General - Internal Documentation - Notes
The following guidelines can be followed when using note function for internal documentation: Note: The Type Option on notes cannot be customized. These...
Mon, 20 Jan, 2020 at 1:23 PM
General - Tasks
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, quo...
Wed, 9 Oct, 2019 at 1:54 PM
General - Timers
Timers can be accessed by ... A) Timer Icon - Located on the top right-hand side of the screen and on production pages under Item # for each entry. B) T...
Wed, 9 Oct, 2019 at 2:46 PM
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 ellipses ( ⋮ ) on each record&#x...
Thu, 12 Sep, 2019 at 1:15 PM
General - Editing a PDF Document
PDF documents can be generated for statements, shipping invoices, workorders, etc. The PDF document can be generated in docketmanager for printing or as par...
Thu, 12 Sep, 2019 at 1:23 PM
General - Emails
Creating a New Email Email communications, an integral component of DocketManager, keep you connected to your Customers. Step     Action   1.   ...
Sun, 17 Nov, 2019 at 9:10 PM