What version of DocketManager am I on?
Release Notes

2025
May 27, 2025
2025 Release 2 Enhancements
CRM
- Customer persistor
Point Of Sale
- Quote name for quotes
Accounting
- Credit hold and warning for overlimit and past due accounts
Reports
- New
- Estimated vs actual times
Online Ordering
- Proof status online dropdown
- Additional product bulk actions
- Product pricing
- Shipment and boxes
- Catalogs
Other
- General page layout changes
- Financial page layout changes
- Item file download naming structure
March 20, 2025
2025 Release 1 Enhancements
CRM
- Added a persistor to push contact default address changes to active quotes and unposted orders
Production
- Added queue filter on active user tabs
Inventory
- Added supply actions menu
Accounting
- Added a toggle to send multiple invoices individually
Reports
- New
- Customer good usage
- Supply usage
- Sales by department item
- Changes
- Customer good low level
- Added customer number
- Graphic comparison
- Added more columns for comparison of time and value billed vs estimated
- Stock usage
- Added an option to report by order date
- Supplies ordered by supplier
- Excludes the new cancel status
- Stock ordered by supplier
- Excludes the new cancel status
- Customer good low level
Online Ordering
- Added a URL option for navigation
2024
December 1, 2024
2024 Release 11 Enhancements
Dashboard
- Applied filter by logged in user security
CRM
- Moved suppliers to a tab in CRM
- Moved vendors to a tab in CRM
Items
- Additional info box options
- Ship Date
- Unit Price
Inventory
- Added price scales and markups to stock bulk actions
- Added option to not allow backorder on customer goods
- Added activity tracking to customers goods for deleted/restored
- Added a cancel status to POs
Accounting
- Added job groups as another level of job categories
- Added activity tracking for closeouts
Reports
- Added a report for Supplies Ordered By Supplier
Online Ordering
- Reorganized portal edit into sections
Other
- 2 factor identification for MIS login
- Require email on active users
- Emails preferences on profile email CCs
- Additional addresses for site owner
- Import Order Request
- Authentication key
- Quote