Version 3.03

New

Updates

  • Tasks
    • Export
    • Links
  • Customer Search Filters
    • Added Last Order Date
    • Added Customer Since
  • Email address changed to Links
    • Order View
    • Item View
  • New Button for Order Items
    • Changed to Split Button
    • Added New from Group Template
  • Changed Save button to dropdown buttons on major pages
  • Moved Pricing tab to far left
  • Changed export max on search pages
    • previously errored out at 2100

Version 3.02

New

  • Customer Defaults
    • Settings > Customers > Defaults – set default options that will populate in each new customer created
  • Task Added to New menu
  • Department Item Default Timer Rate
    • Set a default rate on department items so you can quick add timers
  • Hot Folders
    • Rebuilt Hot Folders
    • Settings > Admin > Integrations
  • Customer View Actions
    • Added Print Statement
    • Added Email Statement
    • Added Email
  • Quick Add Contacts
    • Add Contacts to Customers while creating orders
  • New Reports (**Feature Forum Request)
    • Sales By Customer By Job Group
    • Sales By Customer By Year
    • Sales By Customer By Month
    • Return On Investment
    • Survey List
  • Saved Search Criteria
    • Search criteria will now be stored on a session, when you return to a search page your criteria will still be set
  • Move Button for Items
    • a Move button has been added to Production to move items to the next queue
    • a Move option has been added to the Actions menu of Item View
  • Contact Actions Menu
    • Added an email option
  • Inventory POs
    • Added email and print PO options
  • Proof Status
    • Added ability to use proof status even if a proof was not sent through the system
  • Documents Tags
    • Added
  • Vendor Sticky Notes
    • Sticky notes will populate as an outsourced note type if the vendor is added to the outsourced tab of an item
  • Version Rollout Notifications
    • An alert will appear at the top of the page to notify you when a new version is rolled out

Updates

  • Item Edit
    • Save button moved to top and will follow down
    • Moved fields inline where applicable to limit scrolling
  • Payment Edit
    • Changed layout
    • Reduced clicks
  • Updated Search Field Labels
    • Extended names on search fields i.e. Customer is now Customer Name, etc.
  • Deposit Details for Order Payments
    • added additional information to the deposit drop-down for payments made at the order level
  • Accounts Receivable Page
    • Added single select option for emailing statements on Accounts Receivable (just click the check box of a customer and then click email statement)
    • Added a link back to Customer View if you click on the Customer
  • Redirect Link
    • When logging back into DocketManager you will be redirected back to Dashboard
  • Phone Number Links
    • added settings to allow use of phone numbers despite formatting
  • Actions Menu Drop-down
    • Changed Actions menus to drop-downs so they open on hover instead of click
  • Proof Email
    • No longer need to click the file first before Email Proof
  • Tabbing
    • Drop-down menus now support tabbing
  • Columns on Production Views
    • Added Order # to all views (with selectable link back to Order View)
    • Added a selectable link to Customer back to Customer View
    • Added Assigned To intitals to all views
    • Added Actual Graphic Time to Graphic View
  • Email Prefills
    • To and From fields will populate based on logged in user and contact/accounts payable contact
    • Canned responses will populate based on default for email type
  • Graphics Report
    • will now show for each timer rate type
  • Invoice Date for Insert Tool
    • Added an Invoice Date column in Insert
  • Default Customer
    • When using the Order or Quote creator in the New button, the default Customer set in Settings will prefill

Version 2.39

New

Changes

  • Global Catalog
    • can now create a global catalog and exclude Customers
  • General Performance increases