Welcome to your go-to guide for everything you need to know about the CaterZen CRM Tab! Think of this as your cheat sheet for managing contacts, communication, permissions, and everything in between. Whether you’re just getting started or looking for a refresher, this table of contents will point you in the right direction to make your CRM process a whole lot easier. Check out the links below to find what you need:

General Overview

Get oriented with the CRM Tab and its core features:

• CRM – Icon Reference Guide

Integrations & Automations

Connect your CRM to Gmail and your Google Calendar and streamline workflows:

• CRM - How to Set Up Google Integration

• CRM - How to Send and Track Emails in the CRM Tab

Customer Management

Build and maintain your customer list with ease:

• CRM Customer Records - Add, Edit and Search Contacts

• CRM Data Management – Import, Merge, and Delete Contacts

Customer Financials

Marking a Customer as Tax Exempt and managing Stored Credit Cards:

• CRM Financials – Managing Stored Payment Methods & Tax‑Exempt Status

• CRM - Uploading Documents to a Customer Record

Notes & Notes List

Keep detailed records of every interaction:

• CRM - Notes List: Maximizing Efficiency

• CRM - Understanding Highlighted Notes

Tasks & Reminders

Never miss a follow-up or event:

• CRM Task Management - The Ultimate Guide

Permission-Based Menus

Grant and manage menu access for specific clients:

• CRM - How to Grant Customers Access to Permission-Based Menus

Reoccurring Orders & Orders by Address

Automate routine deliveries and instantly find past orders by location:

• CRM - Scheduling A Recurring Order

• CRM - How to Look Up Orders for a Specific Delivery Address

FAQ – CRM Tab

Answers to the most common questions about the CRM Tab:

• FAQ – CRM Tab

These guides are packed with step-by-step instructions, pro tips, and all the tools you need to breeze through your CRM tasks. Jump into any section to get started!

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