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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...

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 ...

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 go over how to work specific functions with the activities that you created for your client in their CRM record.  Remember, activit...