General

General - System Emails
When emailing within DocketManager, the following systemic emails can be generated. Note: The canned email defaults will be those of the customer, as de...
Tue, 12 May, 2020 at 5:18 PM
General - Emailing or Printing Multiple Invoices
Step      Action   1.        Select {CRM}. The page should open on the Customers tab.   2.        Search for the desired customer and then select the View...
Thu, 12 Sep, 2019 at 1:20 PM
General - Email Tracking
Emails can be viewed from the Dashboard, under My Recent Communications. or from the Records Page (Settings > Communications > Records) T...
Thu, 12 Sep, 2019 at 1:21 PM
General - Hierarchy of Handling Fees
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. ...
Sun, 17 Nov, 2019 at 8:54 PM
General - Payment Methods
Payments can be applied from the Customer view page, Order view page, POS, or Payments tab under accounting. Credit Card Payments and Refunds Note: ...
Sun, 17 Nov, 2019 at 9:18 PM
General - Files
There are several ways files can be used on DocketManager. Informational files can be added to contacts, customers, orders, stocks and supplies. Item file...
Sat, 18 Jan, 2020 at 5:54 PM