Release Notes

What version of DocketManager am I on?

Release Notes

2023
May 18, 2023

May 2023 Enhancements

(Released to Beta: May 18, 2023 Released to Public: August 29, 2023)

 

 

Customers

  • Merging
    • Added
      • Entries
      • Files
      • Payments
      • Note indicating merge

Contacts

  • Merging
    • Changed note to not sticky

Inventory

  • Location filter added

Accounting

  • Filters on entries
    • Added ‘Customer Tags’
    • Changed ‘Created Date’ to a range

Reports

  • Aging Summary with Taxes
    • New
  • Timer Report
    • Add start and stop times

Other

  • Activity Tracking
    • Customer Created
    • Contact Created
  • Change logs on production views
March 29, 2023

March 2023 Enhancements

(Released to Beta: March 29, 2023 Released to Public: May 2, 2023)

 

 

Orders

  • Added page entries of 25 and 50

 

Workflow

  • Added user to timers modal

 

Accounting

  • Accounting Links File – QB
    • Changed to show GL tax accounts as vendor

 

Reports

  • Orders by Customer
    • Added sales rep column and filter

 

Other

  • Activity Tracking
    • Added
      • Portal created
      • Stock created
  • HTML Tags
    • Email participant
      • Title
    • Tasks
      • Completed
    • Timers
      • RateType
    • Integrations
      • SFTP for Hot Folders
  • UI
    •  Tasks
      • Change icon color for not completed tasks
    • Navigation fly out menus
January 26, 2023

January 2023 Enhancements

(Released to Beta: Jan 26, 2023 Released to Public: March 29, 2023)

 

 

Items

  • Calculation changes
    • Better calculations for on, sheets and versions
    • Wide format width only

Online Ordering

  • Multi catalog tree sorting
  • Additional customizable fields (Note: custom values will not accurately calculate Shippo rates, more changes are coming for that)
    • Order name
    • Item name
    • Item Description
    • Pages
    • Sheets
    • Sets
    • Black Single Sided Sheets
    • Color Single Sided Sheets
    • Black Double Sided Sheets
    • Color Double Sided Sheets
    • Mixed Double Sided Sheets

Other

  • Portal Change Logs
  •  HTML
    • Tags
      • Inventory Purchase Order
        • Received Quantity
        • Status
      • Imposition object
      • Previous Item
        • Quantity
        • Access to Previous Order
      • Task object
      • Timer object