Feature Enhancement: Customer Defaults
Feature Enhancement: New HTML Tags
June 8, 2021
Newsletter Q2 2021
June 22, 2021New options for Customer Defaults.
In the newest version of DocketManager, additional fields have been added to the Customer Default setup as well as an option to choose what set of information to use for the customer that is being created
If there are multiple sales reps, CSRs and commission contacts that can be selected on each Customer, preset a Customer Default for each. This will help prefill some fields on a customer that a user may not normally have access to but still allows them to set them up properly.
Some sites have multiple different brands within their company and can preset the Customer Defaults based on each one, making it easier to apply the appropriate document and email templates that should be used.
These additions should make customer creation faster and more accurate.
How will you use them?
How will you use them?
1 Comment
I am very happy that one of my recommended forum feature requests has made it into the live version of DocketManager. This feature will allow users to quickly create new Customers from a Customer Default Preset. Now businesses are able to define customer specifications, for restricted settings, and provide users with an efficient method of creating a new customer.
When recommending features on the forums, I always think of how it could improve the system for every user, and every company. I hope that more features I have recommended are able to be implemented. With such a great development team as DocketManager has, I have no doubt that the possibilities are endless!