CRM tab functions

How To Look Up An Existing Client, Company or Prospect
This article will go over how to look up an existing client, company or prospect in your CRM tab.    1.  First click on the CRM tab and then look for th...
Wed, Oct 2, 2019 at 5:44 PM
CRM Icons
This article will go over the icons that are found under a clients name in the CRM tab.  The icons found in the CRM client's record are:  Stats, Notes,...
Tue, Nov 5, 2019 at 3:33 PM
How To Create A New Contact
This article will show you how to create a new contact in your CRM tab. Your CRM tab stands for Customer Relationship Management tab or better known as your...
Wed, Oct 2, 2019 at 6:24 PM
Contact List Icon
This article will go over how to look at your entire database in the CRM tab. 1 - First click on the CRM tab.  By default, your database will appear wit...
Mon, Oct 7, 2019 at 3:01 PM
Contact Search Icon
In this article you will learn how to use the Contact Search icon to look up a specific field in the CRM tab.    This icon is used mostly when searching for...
Tue, Oct 8, 2019 at 4:30 PM
Task List Icon
This article will go over how to look up the activities you have created using the activity icons under the task list.   Please note that activities will ap...
Thu, Oct 3, 2019 at 11:54 AM
Groups found in your CRM tab
This article goes over how to add groups to the CRM tab and how to assign a group to a customer.  Please note that groups are assigned to a customer while t...
Thu, Oct 3, 2019 at 1:03 PM
How To Import Your Database to CaterZen
In this article, we will go over how to import a database into CaterZen.  Please note that a database can only be in an Excel or CSV file to import.  Also p...
Thu, Oct 3, 2019 at 1:39 PM
Recently Imported and Deleted Contacts Icon
This article will go over how to undo an import or how to recover a recently deleted contact. 1 - Click on the CRM tab and then click on the icon Recent...
Tue, Oct 8, 2019 at 4:42 PM
Merge Contacts Icon
In this article we will go over how to merge contacts in your database.  If you are collecting the customer/ prospect's email address (which we 100% en...
Thu, Oct 3, 2019 at 2:44 PM