• 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
    • This setup is located in Settings > Dockets > General
Item File Name
Share
0

Related posts

June 18, 2025

2025 Release 4 Enhancements


Read more
May 6, 2025

2025 Release 3 Enhancements


Read more
March 26, 2025

2025 Release 1 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.