Online

FAQ - How to Integrate Your Online Products with Shippo
Back To integrate Shippo online: 'Shipped' option must first be added to a Customer's Online Ordering setup  Shipping Box/Weight has to be setup on the online Product Addin...
Wed, Nov 18, 2020 at 12:41 PM
FAQ - Why are Products Not Showing Online?
Back Products may not be visible online for a number of reasons.  It may be that the Contact does not have access to view these products   1.        Select {CRM} and then select the Contacts...
Wed, Jul 14, 2021 at 2:35 PM
FAQ - Why are Variable Template Fields not Shifting?
Back To navigate to a Variable Template: Step      Action   1.        Select {Settings} and then select {Variable Templates} from the Online Ordering section.   2.        Use search filters to...
Wed, Nov 18, 2020 at 1:08 PM
FAQ - How do I add Companies to a Portal?
Back Before companies can be added to a portal, the portal must first be setup. For more information, see Online Configuration - Portals. Once the portal has been setup, companies can be added by...
Tue, Apr 6, 2021 at 1:39 PM
FAQ - How to Setup Online Ordering?
This is a blueprint for setting up Online Ordering. It will guide you through setting up a portal, adding customers/contacts to that portal, and configuring it with products. The order in which yo...
Tue, Oct 8, 2019 at 10:44 AM
FAQ - How to Grant Portal Access to Multiple Contacts?
Back There are two main ways to grant portal access to multiple contacts. The method you use depends on whether or no these Contacts already have a Username and Password. To Grant Portal Access...
Tue, Apr 6, 2021 at 1:40 PM
FAQ - Can I Set a Different Customer Default on Each Portal?
Back Defaults are a set of preselected options for use each time a new customer is created. These options are then applied each time a contact is created for that customer or a quote/order is pla...
Tue, Apr 6, 2021 at 1:50 PM
FAQ - Why Can't I Assume Identity for a Contact?
Back In version 3.13, single sign in enhancements were introduced, allowing contacts to login to the company portal page and be redirected from there to an individualized default portal. For more...
Wed, Jul 14, 2021 at 2:15 PM
FAQ - What is a Root Theme?
Back A Root Theme is a preset base theme used to prefill HTML/CSS/JS for layout and design when setting up the themes used on online portals.   There are several preset Root Themes availabl...
Wed, Nov 18, 2020 at 12:54 PM
FAQ - What are Themes Used For?
Back A Theme is used to control the layout and design when setting up an online portal.   The theme can be created using a combination of a root theme preset in DocketManager and customizat...
Tue, Apr 6, 2021 at 1:34 PM