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Introduction Managing your CRM data efficiently—importing large contact lists, merging duplicate entries, deleting outdated records, and recovering recent ...

Overview Delivering seamless payments and accurate tax handling is vital to keeping your catering business running smoothly. In this article, you’ll learn ...

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...

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