CRM Functions

CRM – Icon Reference Guide
CaterZen's CRM includes a variety of icons to help you efficiently manage client records and navigate key features. Each icon represents a different fun...
Mon, May 19, 2025 at 5:05 PM
CRM Customer Records - Add, Edit and Search Contacts
Introduction Efficient customer record management is key to maintaining smooth catering operations. This guide covers how to look up, create, organize, and...
Thu, May 1, 2025 at 12:51 PM
CRM Data Management – Import, Merge, and Delete Contacts
Introduction Managing your CRM data efficiently—importing large contact lists, merging duplicate entries, deleting outdated records, and recovering recent ...
Wed, May 7, 2025 at 10:22 AM
CRM Financials – Managing Stored Credit Cards & Tax‑Exempt Status
Overview Delivering seamless payments and accurate tax handling is vital to keeping your catering business running smoothly. In this article, you’ll learn ...
Wed, May 21, 2025 at 12:55 PM
CRM - Uploading Documents to a Customer Record
Overview Keeping important customer documents—like tax-exempt certificates, event layouts, or even photos of deliveries—attached directly to a CRM record e...
Thu, May 22, 2025 at 1:20 PM
CRM - Understanding Highlighted Notes
Ever had a customer with a gluten allergy? Or a regular customer who insists on extra sauce every time? Highlighted Notes in CaterZen help you keep track of...
Mon, May 19, 2025 at 6:04 PM
CRM - Grant Customers Access to Permission-Based Menus
Overview Permission-based menus let you control which customers can see and order from specific menus in your CaterZen account. By granting access only to ...
Thu, May 22, 2025 at 12:01 PM
CRM - Scheduling A Recurring Order
Overview Recurring orders let you automate repeat catering orders—daily, weekly, monthly, or on any custom interval—so you never miss a customer’s ...
Thu, May 22, 2025 at 10:48 AM
CRM - Look Up Orders for a Specific Delivery Address
CaterZen lets you assign an unlimited number of delivery addresses to each Customer. When you need to see exactly what was delivered to a particular...
Thu, May 22, 2025 at 12:00 PM