801 Orchid Drive Naples, FL 34102

Caterease v18 – Prospect Manager Details Tab and Latest Anomalies Addressed

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Prepare for v18 Hotfix Update Release on Friday, 04/20/18 at 8am EST

** For Caterease Connect v18 customers only **

(v18 for Caterease Desktop will be released and available for update Monday, 04/23/18)[/fusion_text][fusion_text]

Reset Settings

Prospect Manager
All layout components will reset.
Any customization to the Prospect Manager window will need to be documented and then recreated and resaved – after the update.
** Remember to Save Shared Windows Settings if used by all users. **[/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container hundred_percent=”no” hundred_percent_height=”no” hundred_percent_height_scroll=”no” hundred_percent_height_center_content=”yes” equal_height_columns=”no” menu_anchor=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” background_color=”” background_image=”” background_position=”center center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ video_mp4=”” video_webm=”” video_ogv=”” video_url=”” video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” video_preview_image=”” border_size=”” border_color=”” border_style=”solid” margin_top=”” margin_bottom=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=””][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ spacing=”” center_content=”no” link=”” target=”_self” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” background_color=”” background_image=”” background_position=”left top” background_repeat=”no-repeat” hover_type=”none” border_size=”0″ border_color=”” border_style=”solid” border_position=”all” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” dimension_margin=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” last=”no”][fusion_text]

New Features

Prospect Manager
Initial feedback from users was that they wanted to put the detail tabs back on the bottom. This update provides that flexibility by right clicking the tab bar and choosing the Tab Position.

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Anomalies Resolved Since the Version 18 Upgrade Overnight this Past Sunday

An error occurred trying to print Marketing tools documents.
The Event Timeline button was missing from the Event Manager.
Printer Setup Dialog was contorted.
Nav Bar Performance issue addressed.
Set Alerts for Deposits Schedule, Notifications Setup, Scheduled Items Setup, Translations and Unit Builder.
New Defaults Alert issue resolved.
Copy Event qGoogleField Connection Not Defined issue resolved.
Error opening Prospect Manager has been resolved.

5215: Ingredient Query – “Include All Sub-Recipe Ingredients” option excludes sub-recipes but does not include sub-recipe ingredients
5326: Print Designer | Prospect Manager Proposal – Estimated Financials section Type breakdown not following Food/Service Item Types configuration
5400: Event Query – “CPG Tot” and “CPG Sub” fields not calculating for events with only Planned Guest count
5401: Employee Manager | Employee Vacations – Entries on Notes tab do not save
5403: Menu Manager – Delete Current Menu does not warn about items in use with filter applied that hides items in use
5404: Contacts Made Query – Missing Event# field for linked events
5407: All Manager and Query Grids | Custom Grid Views – Error when attempting to Move To Shared, “Invalid object name ‘GridViews’.”
5408: Event Manager | Copy Event confirmation window – Text overlaps Yes/No buttons if event has discount applied
5418: Print Preview | Printer Setup | Printer Properties – Printer Setup/Preview window loses focus after clicking Ok (Caterease Connect Only)
5419: Nowsta – Export to Nowsta window does not save Status selection
5416: Event Manager | Customize Tools Bar – Event Timeline missing from list of available shortcuts
5417: Prospect Manager | Proposal Details – Food/Service Items grid missing Cost field
5420: Guestroom Control Log – Guestroom bookings with Arrival on previous month overlapping to selected month not included in report
5424: Event Manager – Cannot save Event with all Sub-events unincluded with Subevent Date Validation enabled in Global Settings
5426: Email – Insert – Hyperlink option 1s missing in v18 but was available in v12.5 and v16
5427: Event Activity Report – Status Abbreviation not visible on shaded lines
5429: Language Translations – Default translation entries for Arrival and Departure override Customize Names for Time1 and Time2
5430: Monthly Planner Report – Set Parameters window does not save Visible Fields selections
5431: Event Manager | Select Account – Changing accounts for events assigns Booking/Site Contact of first account selected on subsequent account changes
5434: Event Query – Booking Telephone spelled wrong – “Booking Telelphone”[/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]