General

General - Alerts
Back 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:  Alert Function V...
Tue, 1 Jun, 2021 at 10:17 AM
General - Smart Lists
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...
Tue, 27 Jul, 2021 at 2:57 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 page, select the card icon on the top rig...
Thu, 12 Sep, 2019 at 1:22 PM
General - Notes
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...
Sat, 31 Jul, 2021 at 4:33 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 are set types used to determine where n...
Mon, 20 Jan, 2020 at 1:23 PM
General - Tasks
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 ta...
Tue, 13 Jul, 2021 at 3:20 PM
General - Timers
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...
Thu, 29 Jul, 2021 at 11:52 AM
General - Item Summary
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...
Tue, 20 Jul, 2021 at 2:44 PM
General - Editing a PDF Document
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 ...
Fri, 26 Mar, 2021 at 1:34 PM
General - Emails
Back Creating a New Email Email communications, an integral component of DocketManager, keep you connected to your Customers. Step     Action   1. ...
Tue, 3 Aug, 2021 at 9:17 PM