Welcome to the CRM Tab FAQ—your one-stop resource for quick, clear answers to the most common questions about using CaterZen’s CRM features. Whether you’re just getting started with customer records or exploring advanced automations, this guide will help you find step-by-step instructions and pro tips in seconds. Simply click on any question below to dive into the details and keep your CRM workflows running smoothly!
Q: How do I connect my CRM to Google?
A: See CRM - How to Set Up Google Integration for step-by-step instructions.
Q: What can I do in the CRM Tab?
A: The CRM Tab is your central hub for managing Customers, communication, tasks, and reporting. For a full walkthrough, see CRM Essentials for CaterZen Users
Q: What do all the icons mean?
A: Get up to speed on every icon in the CRM Tab with our CRM – Icon Reference Guide
Q: How do I create or edit a Customer record?
A: Learn how to add new Customers or update existing ones in CRM Customer Records - Add, Edit and Search Contacts
Q: Can I bulk-import or merge contacts?
A: Absolutely—see CRM Data Management – Import, Merge, and Delete Contacts for step-by-step instructions.
Q: How do I give a Customer access to a permission-based menu?
A: Follow the guide in CRM - How to Grant Customers Access to Permission-Based Menus.
Q: How do I add and view notes for a Customer?
A: Learn the basics in CRM - Notes List: Maximizing Efficiency
Q: How do rebooking and quote reminders work?
A: Get the full workflow in CRM Task Management - The Ultimate Guide.
Q: Can I automate recurring orders for a Customer?
A: Yes—check out CRM - Scheduling A Recurring Order.
Still Have Questions?
If you don’t see your question here, visit our full CRM Tab Support Library or reach out via the Support Tab in your CaterZen account. We’re here to help you make the most of your CRM!