Back Account Users can be added or deleted from DocketManager in Settings > Admin > Account. Option 1: Add User Settings > Admin > Account On the right hand side of the pa...

Back Account Update Account Details Follow the steps below to update your Account Details. Settings > Admin > Account Hover your mouse over your Company Name under Account Detail...

Financial Settings Settings > Accounting > Financial allows you to set general financial settings that will come into play in your accounting process. Banking Your Bank Account Number...

Contacts are the individuals that requests quotes and place orders in DocketManager. Contacts are assigned to specific Customers. A Customer in DocketManager can have one or multiple Contacts. ...

Add a New Customer Navigate to CRM > Customers > New Fill out the necessary fields in each section. Click Save The blue tooltip icons provide additional information for each fiel...

Suppliers are used to order Stocks and Supplies from the Inventory menu in side navigation panel. Add a New Supplier Navigate to Settings > Dockets > Vendors / Suppliers Scroll do...

Vendors are used at the Outsource level of a Quote and Order level. Vendors provide promotional items, specialty finishing, and other services that you do not offer in house. Add a New Suppli...

Budgets Settings > Dockets > Budgets Budgets can be created or imported into DocketManager. Assigning Budgets CRM > Contacts Once budgets have been created in your system...

Overview A Budget is a tool for tracking how much money has been spent against a set budget allowance for a specified time frame.  Setup Create a Budget Step       Action   1.         ...

Step 1: Add your Company Avatar Canned Email Style 2 comes preloaded in your DocketManager system. There is a Company logo avatar as well as a Sender avatar that can be customized. Navigate to ...