DocketManager

Step     Action   1.       Select {Settings} and then select {Budgets} under Customer section.   2.      The search criteria that can be used include: Fie...

To Create a Budget: Step       Action   1.         Select {New} under Budgets. A New Budget modal will open.   2.      Complete the fields. FieldDes...

To Add a Contact: Step     Action   1.       Select {Settings} and then select {Budgets} under Customers. The Budgets View              page will open. ...

Step       Action   1.         Select {Settings} and then select {Budgets} under the Customers section.    2.         Hover mouse over budget to be edite...

Duplicating a Budget Step     Action   1.      Select {Settings} and then select {Budgets} under Customer.    2.      Select entries under Budgets to be ...

Step     Action   1.       Select {Settings} and then select {Budgets} under Customer.    2.       Select entries under Budgets to bulk action by checkin...

Items will show all Budget Period details with associated Items/Orders for the selected Budget. Any order items included in each budget period will be visi...

Step    Action   1.      Select {Settings} and then select {Budgets} under Customer.    2.      Select the Imports tab.   3.      Select {Choose File}.  ...