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, 21 Aug, 2018 at 11:16 PM
General - Tasks
General - Tasks  Creating a New Task Step    Action   1.      Select {New} under Task.            A New Task modal window will open.   2....
Tue, 31 Jul, 2018 at 10:56 PM
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...
Tue, 31 Jul, 2018 at 11:08 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...
Mon, 23 Jul, 2018 at 9:53 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...
Mon, 23 Jul, 2018 at 9:53 AM
General - Emails
General - Emails Creating a New Email Email communications, an integral component of DocketManager, keep you connected to your Customers. Step  ...
Sun, 29 Jul, 2018 at 11:17 PM