Settings

FAQ - What is in Each Settings Section?
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&...
Mon, 12 Aug, 2019 at 2:43 PM
FAQ - What to Do if An Employee Forgot to Clock In/Out?
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.  Ed...
Tue, 13 Aug, 2019 at 1:58 PM
FAQ - How do I Assign Tasks to my Employees?
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 la...
Fri, 9 Aug, 2019 at 1:50 PM
FAQ - Why Can't my Employee see all Orders / Customers in the System?
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 und...
Fri, 9 Aug, 2019 at 1:00 PM
FAQ - How Can I Use Custom Exports to Create Customized Reports?
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 ...
Fri, 9 Aug, 2019 at 1:00 PM
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 custome...
Fri, 9 Aug, 2019 at 1:50 PM
FAQ - What would I use Customer Tags for?
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 ...
Fri, 9 Aug, 2019 at 1:02 PM
FAQ - What are Defaults and Where are they Used?
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 p...
Fri, 9 Aug, 2019 at 1:50 PM
FAQ - What is the Shipping Type Description For?
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 th...
Fri, 9 Aug, 2019 at 1:05 PM
FAQ - Can I Add My Own Department Item Groups?
Department Item Groups are a way to organize your department items to make them easier to find when adding them to quotes and orders. These groups can be cu...
Fri, 9 Aug, 2019 at 1:06 PM