CRM/Quotes/Orders
Steven's Meeting Room Steven's Meeting RoomThe topic for this training session is CRM, Quotes and Orders. During this session, we will cover how to create a customer and a contact, applying […]
The topic for this training session is CRM, Quotes and Orders. During this session, we will cover how to create a customer and a contact, applying […]
The topic for this training session is custom Production Views. During this session, we will cover how production views are generated, production settings, and how to […]
The topic for this training session is web to print, focusing on online configuration settings and customizing your portal. This will provide a more in-depth view […]
The topic for this training session is Production and Invoicing. During this session, we will look at the main areas of Production: Workflow, Active Users, and […]
The topic for this training session is Canned Emails and Documents. During this session, we will do an overview of Canned Emails and Documents, and look […]
The topic for this training session is using Customer's Canvas within DocketManager to make variable templates. By using the example of a business card, we will learn […]
The topic for this training session is Proofing and Timers. During this session, we will cover how to send a proof from the graphic queue, managing […]
The topic for this training session is how Prepress and Graphics Designers will interact with DocketManager. During this session, we will cover topics relevant to prepress […]
The topic for this training session is Job Templates and Products. During this session, we will cover an overview of job templates and products, creating a […]
The topic for this training session is the Accounting section of DocketManager. During this session, we will cover topics relevant to accountants, including how to adjust […]
The topic for this training session is the Inventory section of DocketManager. During this session, we will cover how to set up stock to be tracked […]
The topic for this training session is how CSRs, Shipping, and Production Managers will interact with DocketManager. During this session, we will cover topics relevant to […]