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Introduction Efficient customer record management is key to maintaining smooth catering operations. This guide covers how to look up, create, organize, and...

Introduction Managing your CRM data efficiently—importing large contact lists, merging duplicate entries, deleting outdated records, and recovering recent ...

This article will go over how to mark a company tax exempt.   Once the company has been marked tax exempt the tax rate will automatically be set at 0% when ...

As our software has the ability to allow an unlimited number of catering delivery addresses for a catering customer, there are times you will want to see wh...

This article will go over how to give a customer permission to view a specific menu that you may not want all customers to view.   This setting will allow s...

In this article we will go over how to upload a document to a CRM record.   For example if the client's company is tax exempt you might want to upload t...

In this article we will be going over to how schedule a recurring order for your customer.   You can schedule the order to occur - daily, weekly, monthly or...

In this article we will go over how to send an email, with a link, to your customers to allow them to add a credit card to keep on file. Here is a video...

In this article we will go over how a customer will upload a credit card to their CRM file. To learn how to send a customer a link to upload their credi...