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