When emailing within DocketManager, the following systemic emails can be generated. Note: The canned email defaults will be those of the customer, as designated by their Communication Defaults...

Back Step      Action   1.        Select {CRM}. The page should open on the Customers tab.   2.        Search for the desired customer and then select the View icon on the right-hand side of  ...

Emails can be viewed from the Dashboard, under My Recent Communications. or from the Records Page (Settings > Communications > Records) The Status column will indicate if the em...

The handling fee is applied to an order when a shipment is made or shippo is used. It covers the cost for the packaging, repackaging and movement of goods. The fee can be set as a percentage or do...

Payments can be applied from the Customer view page, Order view page, POS, or Payments tab under accounting. Credit Card Payments and Refunds Note: Credit Card payment profile details shou...

Back There are several ways files can be used on DocketManager. Informational files can be added to contacts, customers, orders, stocks and supplies. Item files, thumbnails, and preview files c...

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, quote, items, customers, etc. &...