Back Alerts will appear at the top of the page. To view alerts, click on the Bell icon on the upper right-hand side of the screen. To dismiss individual alerts, click the blue dot next to the...

Back 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 Quotes/Orders (All quo...

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 page, select the card icon on the top rig...

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.   Exa...

The following guidelines can be followed when using note function for internal documentation: Note: The Type Option on notes cannot be customized. These are set types used to determine where n...

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 ass...

Back 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)&nb...

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 can...

Back PDF documents can be generated for statements, shipping invoices, workorders, etc. The PDF document can be generated in docketmanager for printing or as part of an email. After the PDF file ...

Back Creating a New Email Email communications, an integral component of DocketManager, keep you connected to your Customers. Step     Action   1. ...