DocketManager Screen Help

ARTICLES What version am I on? Why do my Dashboard sales numbers not match the Sales Report pulled? Alerts Deposits Purchase Orders Tasks Timer...
Wed, 28 Oct, 2020 at 11:30 AM
Point of Sale
ARTICLES How to add/remove Products from POS? What is the POS system? Creating an Order  Customer/Contacts Modifying Cart Products  Payments Poi...
Tue, 3 Nov, 2020 at 4:45 PM
ARTICLES How do I bring back a deleted Customer? How do I merge a duplicate Customer?  How do I setup Budgets on Customers and Contacts? What are D...
Mon, 4 Jan, 2021 at 4:10 PM
Customer View
ARTICLES How do I process Customer Credits and Refunds? Why are Emails not going through?  Adding Files Adding Notes  Communications Defaults Cus...
Wed, 18 Nov, 2020 at 11:43 AM
ARTICLES Bulk Actions on Contacts Contact Defaults Creating a new Contact Exporting Contacts  VIDEOS
Mon, 4 Jan, 2021 at 4:11 PM
Contact View
ARTICLES Why are Products not showing online?  Why can't I use Assume Identity for a Contact?  Contact Financial Contact Locations Contact Onli...
Wed, 18 Nov, 2020 at 12:13 PM
Marketing Campaigns
ARTICLES What is a Marketing Campaign?  What is the difference between a Marketing Campaign and a Marketing List? Creating a new Marketing Campaign ...
Wed, 4 Nov, 2020 at 2:41 PM
Campaign Edit
ARTICLES Deleting a Marketing Campaign  Editing a Marketing Campaign Marketing Campaign Items  Marketing Campaign Contacts  VIDEOS
Thu, 19 Nov, 2020 at 2:26 PM
Marketing Lists
ARTICLES Creating a new Marketing List VIDEOS
Wed, 18 Nov, 2020 at 12:22 PM
Marketing Contact Edit
ARTICLES Deleting a Marketing List  Duplicating a Marketing List Marketing List Contacts  VIDEOS
Thu, 19 Nov, 2020 at 2:32 PM