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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...

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...

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...

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...

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...

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...

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...

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% enc...

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 ...

This article will go over how to delete a contact.  Please note that once deleted, the contact will remain in the Deleted Contacts icon for a month.  After ...