Version 3.07 - Current Beta

New

  • Imposition Calculator Feature Forum Request
    •  Set global and job template defaults for bleeds and imposition position
    • Set defaults for each press type (i.e.  Registration leader and trailer, Print Safe Margins, etc.)
    • Calculate Parent Outs, Pre Cuts, Up and Post Cuts
  • Changes to Press
    • New fields on Offset
      • Work Turn Side 2 Setup Time Feature Forum Request
      • Side 1 and 2 Max Colors
      • Minimum and Maximum Impressions
      • Minimum and Maximum Caliper
      • Lift Height and Load Time
      • Calculation selections on speed and hourly rate
      • Scale selection on hourly rate: Hours or Press Sheets
      • Minimum Price (for Run Prices)
      • Plate Wear and Change Time
    • New fields for Digital
      • Lift Height and Load Time
      • Calculation selections on speed, hourly rate and click scales
      • Calculation selections on speed and hourly rate
      • Minimum Price
    • New Fields for Large Format
      • Calculation selections on square footage scales
      • Calculation selections on speed and hourly rate
    • can add Sticky Notes
    • can add Department Items
      • will populate on order when press is selected
      • will include in press time
      • will include in Press section of quote panel
  • New Task Alerts
    • Users receive an Alert
      • when Tasks are assigned to them Feature Forum Request
      • when emails they send return as failed
  •  Cardview
    • Added styled view to Customer, Contact, Order and Item search pages
  • Statuses
    • Added Additional Icons
  • Proof Sent Date
    • Production – hover on Proof Status
    • Item View – date display with Proof Status
  • Job Template
    • Added Bulk Remove Department Items
  • Online MIS Templates
    • Added Bulk Actions
  • Order Item
    • Added Convert Order Item to Job Template Feature Forum Request
    • Edit Modes – Added prompt when navigating from tab and not saving changes
    • Closeout Export
      • csv export of GL Accounts
  • Commissions
    • Added Smart Lists
  • Security
    • Added an Approved Total variable
  • Mailgun Integration (our mail server)
    • Alerts will be triggered on failed emails (replaces emails you currently receive from us)
    • Email Status will be tracked
      • Sent, Delivered, Opened, and Failed
    • Dedicated IP Address

Updates

  • Added Alphabetized Sort Order to additional modals
  • Customer View
    • Balances Table
      • Added Invoice Date column
    • Orders and Quotes Tables
      • Added Order Name
  • Locations
    • add Same as Billing toggle
  • Group Templates
    • Added New button
  • Job Templates – Bulk Actions
    • Added individual check boxes for length and width fields
  • Entries
    • Set a proper sort order
    • added Commissions
    • added editable Date
  • Accounting – Revenue Breakdown
    • Added Expand All button
  • Assigning GL Accounts
    • Expand All
  • Payment
    • Set to maintain scroll position when selecting orders for payments
  • Order Item
    • File Group is editable on uploaded file Feature Forum Request
  • Proof Status
    • Production – Graphics View
      • Hovering the Proof Status Color will show you the last status changed date
      • Graphics Tab – Order view willl show you the last status changed date
  • Timers
    • Quick Add will go from end time Feature Forum Request
  • Reports
    • Commision Contact Report
      • Entries Added
    • Customer Import – Additional Locations

Version 3.06 - Current Beta

Updates

  • General Bug Fixes
  • Security Updates

Version 3.05 - Current Public Release

New

  • New Language Support
    • MIS Supports South African Rand
  • Password Strength Enforcement
    • Must reach 60% strength for all new passwords
  • Imports
  • Exports
  • Online ordering
    • Shipping – Shippo Integration
    • New Language Support
      • Supports South African Rand
    • Balances section (security based)
      • Customers can see all orders with balance
      • Customers with access to Authorize.net (site integration) can pay for all open orders
    • Added a Add to Cart and Checkout button
    • Password Recovery Template Specific for Online Customers
    • Can set Subgroups for Online Template Organization
  • Orders
  • Items
  • Order Defaults
    • Order Statuses
    • Order Tags
    • Bill Estimated Graphics Time
    • Graphic Rate (for Estimated Graphics Time)
    • Items Statuses
    • Item Tags
  • Proof Status Alert
    • Alerts triggered when a client approves or sends changes back on a proof
  • Move Production Queue
    • Added to Item Table on Order View
  • Postage Field Taxable Setting
  • Security
    • Commission table on Customer Edit
  • Production Settings
    • Set Statuses are Priority to filter to the top of Production Queues

Updates

  • Online Ordering
    • Expanded Checkout Screen
    • Made Terms and Conditions Editable
    • Single Option Drop-Downs will be selected by default
    • Customer files will upload automatically when selected
    • Customer files can be viewed after uploading
    • Groups will read Group Name and Total Group Price
  • Major refactors to Timer Control
  • Orders
    • Changing Customers will update all Customer Defaults
    • Locations will show be default
    • Consolidated to 1 Save Button
    • Consolidated fields inline
    • Items Bulk Actions
      • Time Sensitive will trigger time selector for Due Dates
    • Location Prefill on Shipment Addresses
  • Items
    • Pricing Tab
      • Multi Quantities can be added all at once in one modal
    • Details Tab
      • Moved Sheets and Pages to Details tab
    • Press Tab
      • Sheets will be auto filled by summing all the single and double sided sheets for digital
    • Stock Tab
      • Moved Stock Tab in front of Press Tab
      • Outsourced Stock Override
      • Full Carton Price Override
      • Stock Cost and Price Per Value Placeholders
    • Finishing Tab
      • Pre Cut and Post Cut Price Overrides
      • Numbering with auto calculate based on Quantity x Sets
    • Outsourced Tab
      • Outsourced Price scales can be added all at once in a modal
      • Outsourced UI – View and Edit
  • Job Templates
  • Confirmation Messages
    • When converting Quotes and Orders
    • When reordering Quotes and Orders
  • Exports/Imports
  • Order Options
    • Added default Mass and Dimensional units for Shipments
  • Customer Sticky Notes
    • Added Order Note Types
  • Report Updates
  • Emails  Feature Forum Request
    • To, CC and Canned Email default set
    • Contact with Additional Emails available
  • Sales and Dashboard Values
    • Added Entries
  • Timer Sort Order  Feature Forum Request
    • Will sort first by Active Timer then by last edited

Version 3.04

Updates

  • General Bug Fixes
  • Security Updates

Version 3.03

New

Updates

  • Tasks
    • Export
    • Links
  • Customer Search Filters
    • Added Last Order Date
    • Added Customer Since
  • Email address changed to Links
    • Order View
    • Item View
  • New Button for Order Items
    • Changed to Split Button
    • Added New from Group Template
  • Changed Save button to dropdown buttons on major pages
  • Moved Pricing tab to far left
  • Changed export max on search pages
    • previously errored out at 2100

Version 3.02

New

  • Customer Defaults
    • Settings > Customers > Defaults – set default options that will populate in each new customer created
  • Task Added to New menu
  • Department Item Default Timer Rate
    • Set a default rate on department items so you can quick add timers
  • Hot Folders
    • Rebuilt Hot Folders
    • Settings > Admin > Integrations
  • Customer View Actions
    • Added Print Statement
    • Added Email Statement
    • Added Email
  • Quick Add Contacts
    • Add Contacts to Customers while creating orders
  • New Reports (**Feature Forum Request)
    • Sales By Customer By Job Group
    • Sales By Customer By Year
    • Sales By Customer By Month
    • Return On Investment
    • Survey List
  • Saved Search Criteria
    • Search criteria will now be stored on a session, when you return to a search page your criteria will still be set
  • Move Button for Items
    • a Move button has been added to Production to move items to the next queue
    • a Move option has been added to the Actions menu of Item View
  • Contact Actions Menu
    • Added an email option
  • Inventory POs
    • Added email and print PO options
  • Proof Status
    • Added ability to use proof status even if a proof was not sent through the system
  • Documents Tags
    • Added
  • Vendor Sticky Notes
    • Sticky notes will populate as an outsourced note type if the vendor is added to the outsourced tab of an item
  • Version Rollout Notifications
    • An alert will appear at the top of the page to notify you when a new version is rolled out

Updates

  • Item Edit
    • Save button moved to top and will follow down
    • Moved fields inline where applicable to limit scrolling
  • Payment Edit
    • Changed layout
    • Reduced clicks
  • Updated Search Field Labels
    • Extended names on search fields i.e. Customer is now Customer Name, etc.
  • Deposit Details for Order Payments
    • added additional information to the deposit drop-down for payments made at the order level
  • Accounts Receivable Page
    • Added single select option for emailing statements on Accounts Receivable (just click the check box of a customer and then click email statement)
    • Added a link back to Customer View if you click on the Customer
  • Redirect Link
    • When logging back into DocketManager you will be redirected back to Dashboard
  • Phone Number Links
    • added settings to allow use of phone numbers despite formatting
  • Actions Menu Drop-down
    • Changed Actions menus to drop-downs so they open on hover instead of click
  • Proof Email
    • No longer need to click the file first before Email Proof
  • Tabbing
    • Drop-down menus now support tabbing
  • Columns on Production Views
    • Added Order # to all views (with selectable link back to Order View)
    • Added a selectable link to Customer back to Customer View
    • Added Assigned To intitals to all views
    • Added Actual Graphic Time to Graphic View
  • Email Prefills
    • To and From fields will populate based on logged in user and contact/accounts payable contact
    • Canned responses will populate based on default for email type
  • Graphics Report
    • will now show for each timer rate type
  • Invoice Date for Insert Tool
    • Added an Invoice Date column in Insert
  • Default Customer
    • When using the Order or Quote creator in the New button, the default Customer set in Settings will prefill

Version 2.39

New

Changes

  • Global Catalog
    • can now create a global catalog and exclude Customers
  • General Performance increases

Version 2.38

New

  • Web Press
    • A new press format has been added for Web Press
  • Offset Perfector
    • A new press format has been added for Offset Perfector

Changes

  • Wide Format Side
    • can now calculate wide format side 2
      • separate side 2 setup option
      • duplex modifier for a reduced side 2 price per square foot
  • Deposits
    • only ‘active’ deposits will be available when making payments from an Order
    • if part of a closeout, the deposit screen will now show the closeout date information
  • General Performance increases