Settings

FAQ - What is in Each Settings Section?
Back Settings provides links to all the various settings that can be configured on DocketManager. Access to these sections will vary based on the logged in user's security configuration.  ...
Wed, Nov 18, 2020 at 12:13 PM
FAQ - What to Do if An Employee Forgot to Clock In/Out?
Back A Time clock entry can be edited if an employee forgets to clock in/out. Note: Access to edit timers will depend on a user's security role.  Editing Time Entries Step      Acti...
Fri, Mar 26, 2021 at 9:42 AM
FAQ - How do I Assign Tasks to my Employees?
Back Tasks can be assigned to an employee using the Assign To field on the Task modal. An employee can be assigned to the task when it is created or added later. The task can also be reassign...
Sat, Mar 27, 2021 at 10:03 AM
FAQ - Why Can't my Employee see all Orders / Customers in the System?
Back The access an employee has on the system is controlled by their security role. If their security role has 'Filtered by Logged in User' checked under CRM section, this will restrict...
Thu, Apr 8, 2021 at 11:46 AM
FAQ - How Can I Use Custom Exports to Create Customized Reports?
Back DocketManager has many system generated reports but you may find their isn't a report for your specific needs and you would like to generate something more customized. Custom export...
Mon, Apr 12, 2021 at 1:01 PM
FAQ - What happens to Orders when two Customers are Merged?
Back The Merge Customer tool allows for one customer's information to be merged into another. When two customers are merged, the first customer's information will merge into t...
Fri, Mar 26, 2021 at 9:43 AM
FAQ - Why are There More Customers/Contacts on this Export than on CRM?
A Customer/Contact export can be done through CRM or from Settings > Customers > Import/Export.  The exports from CRM will show all active customers/contacts and will match the results d...
Fri, Aug 9, 2019 at 1:50 PM
FAQ - What would I use Customer Tags for?
Back Tags are great way to identify and organize your customers, contacts, vendors, and suppliers. You can create as many tags as you need and multiple tags can be applied to one individual. ...
Wed, Nov 18, 2020 at 1:17 PM
FAQ - What are Defaults and Where are they Used?
Back Defaults are a set of preselected options for use each time a new customer/contact or order/quote is created.  Customer - Defaults A Default customer profile can be created under Settin...
Mon, Jul 12, 2021 at 11:51 AM
FAQ - What is the Shipping Type Description For?
Back The Shipping Type Description is an optional field that allows for a customized message to be added. This message will display on the shipment email when this shipping type is used on an ord...
Thu, Apr 1, 2021 at 11:58 AM