• Home
  • Features
    • MIS Features
    • W2P Features
    • Customer's Canvas
  • The DM Difference
    • Why Choose Us?
    • Testimonials
    • Case Studies
  • Resources

    Blog

    Recent Posts

    Newsletters

    Helpful Tips

    Support

    Knowledge Base

    Forum

    Downloads

    Events

    View All

  • Sign In
  • Book a Call
2025 Release 1 Enhancements
March 26, 2025
2025 Release 3 Enhancements
May 6, 2025

2025 Release 2 Enhancements

March 26, 2025
Categories
  • Release Notes
Tags

2025 Release 2 Enhancements
(Release Notes)

CRM

  • Persistor to push changes made on customers to active quotes and unposted orders
    • When the following fields change
      • Sales rep
      • CSR
      • Ship type
      • Invoice delivery
      • Payment terms
      • Tax type
      • Billing address
      • Shipping address
persistor

Point of Sale

  • Added a quote name to POS quotes
quote name

Accounting

  • Credit hold and warning for overlimit and past due accounts
    • Warning displays a message but creates the order or allows changes to pricing
    • Hold displays a message but does not create the order or allow changes to pricing
    • Global settings in Settings > Accounting > Financial
    • Customer specific settings
    • Exclude toggle
credit hold

Reports

  • New
    • Estimated vs Actual Times Per Department
      • Compares time and cost for
        • Estimated graphics to graphics timers
        • Estimated press time to press timers
        • Estimated department items to department item timers

Online Ordering

  • Drop down to see proof status online
proof status
  • Additional product bulk actions
    • Product pricing
      • Can add new product price scales or replace current
        • Shipping and boxes
          • Can add boxes, weights, etc.
            • Product catalog paths
              • Can add new catalog paths or replace existing ones
product bulk actions 1

Other

  • General page layout changes
General Page
  • Financial page layout changes
financial page
  • Item file download naming structure
Item File Name
Share
0

Related posts

May 6, 2025

2025 Release 3 Enhancements


Read more
March 26, 2025

2025 Release 1 Enhancements


Read more
November 4, 2024

2024 Release 11 Enhancements


Read more

Comments are closed.

DocketManager


Our Story
Our Team
The DM Difference
Testimonials

Support


Knowledge Base
Community Forum
Release Notes
Downloads

Contact Us


London, Ontario Canada
Phone: 519-640-1115
Toll Free: 1-877-447-8519
info@docketmanager.ca

Connect With Us



Privacy Policy
Master Services Agreement Terms
DocketManager W-9
© 2024 DocketManager. All Rights Reserved.