Release Notes

What version of DocketManager am I on?

Release Notes

2023
June 22, 2023

June 2023 Enhancements

(Released to Beta: June 22, 2023 Released to Public: August 29, 2023)

 

Order Items

  • New single page view
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