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Revised Release Schedule – Caterease Update v18

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Please Note Revised Dates – 

Caterease Connect – The update will be performed by our staff overnight on Sunday, April 15, 2018.

Caterease Desktop – The update will be available for customer download the week of April 16, 2018. 

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Windows Settings

In this release of Caterease, ALL DEFAULT WINDOW SETTINGS have been changed to accommodate wider screen displays. Previously saved window settings will still be honored.

When a user “Resets” their window settings, the new defaults will take effect. The one exception to this is in the Scheduler. We’ve added a new docking panel for the grid and are forced to reset this window:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The details section can now be dragged and dropped anywhere along any edge of this window. It can also free-float.

This update will not have any effect on the saved windows settings, saved layouts or saved queries for the main, common windows in the program such as Event Manager, Event Wizard, Account Manager, or any other window besides the one listed above.

New Features in this Build

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Menu Item Detail Print

This print has been completely re-written.  If you go to your Miscellaneous Print Designer, you can modify the settings to include some of the new features:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
Some new options include:

  • Show Picture
  • Show Sub Recipes
  • Show Sub Recipe Instructions

To run it, simply select a menu item in your Menu Manager and click the ‘Prints’ menu and “Menu Manager – Menu Item Details”

 

 

 

 

 

 

 

 

 

 

 

 

 

Any current selected menu items will appear.  You simply enter your desired “Portion” and click the OK button.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The items main ingredients are at the top with the any sub-recipe exploding below.  Notice in this example:  The “Cocktail Sauce” is a sub recipe (green tick).  To make the 75 ounces of “Cocktail Sauce” needed, you will need 56.25 fluid ounces of “Spicy Ketchup” – another sub recipe (green tick).

Instructions for recipes and pictures are optionally shown as well.

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Web Inquiry Manager

We’re introducing a few new features in the Web Inquiry Manager in this build:

Caption
The caption now shows how many unprocessed Web Inquiries you have. It mirrors the number on the “Web Inquiry” Nav Bar shortcut. 

Batch Processing
You can now process multiple inquiries into your Account Manager or Prospect Manager.  Event Wizard inquiries still must be processed one at a time.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If you select “into Account Manager” you will have the option of setting some default field values:

 

 

 

 

 

 

There are a couple of options to consider:

  1. Over All Fields:
    In this scenario, the VIP field will become the Account’s “Description” for all three records generated.
  2. Over Empty Fields:
    In this scenario, the VIP field will become the Account’s “Description” for only those records that DO NOT HAVE web inquiry fields associated with the “Description”.

If the Web Inquiry is being processed into the Prospect Manager, you will have the option of adding PM fields like Next Date, Next Action and Status:

 

 

 

 

 

 

 

 

 

Possible Duplicates
When batch processing leads, if a potential duplicate record is found, the batch processing will skip it and force you to process them individually:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

When you process a possible duplicate individually, you will get the following “Duplicate Warning” window:

 

 

 

 

 

 

 

 

 

 

 

 

 

This window shows all the possible duplicates and their contacts.  It also indicates whether the duplicate record is a “Prospect” or an “Account”.  You have four options moving forward:

  • Cancel the processing completely
  • Ignore the duplicates process the inquiry
  • Add any contacts into the selected, duplicate account
  • Link the web inquiry to the selected account

 

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New Backstage Graph – Event Bookings

This new chart allows you to evaluate Event Bookings by any type of measurement.  Review conversion rates, measure booking number and value by Sales Rep, Theme, Category, etc…

v18_Backstage_Graph1

 

v18_Backstage_Graph2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

BackStage Tabs

Every Tab has a new, updated look and feel.

Dashboard Backstage Tab

This tab has been completely redesigned to include many new sections and functionality. 

v18_Dashboard_Backstage_Tab

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Improvement include:

  • Filters can be added to each section.
  • Conditional formatting can be added to each grid via the grid’s popup menu:

v18_Dashboard_Backstage_Tab2

 

 

 

 

 

 

 

  • The graph styling has been enhanced
  • We’ve added an optional “Line” graph
  • Every setting automatically saves and reloads

Hint:  if you double click on a splitter, the section minimizes.

Performance Enhancements

We’ve improved a few performance bottlenecks created with prior builds.

Required Fields

We’ve added the subevent user defined fields as optional required fields.[/fusion_text][fusion_text]

Default Filtering (Event Manager)

There is a new default filter when you open up your Event Manager (with default settings):

Event Manager Filtering

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The default filter is “Event Date is next 14 days”.  This can easily be changed or disabled if you desire.

Scheduler – Multi-Locations

We’ve enhanced the way we jump from location to location in an enterprise environment.  Instead of using “Location Tabs”, we’ve enhanced things by using a locations collapsible panel.  This approach can support thousands of locations and adds features like:

  • Incremental Search Of Locations
  • Multi-Location Field Views
  • Jump to “Default Location” button

v18_Scheduler_MultiLocations

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Touch Friendly Scrolling

This release introduces a scrollbar mode optimized for touch-enabled applications. In this mode, the scrollbar thumb appears when an end-user hovers the mouse pointer over a control or scrolls through its content. The mouse pointer disappears if it is stationary or the control is not scrolled for some time. The scrollbar buttons are never displayed.

v18_Touch_Friendly_Scrolling

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

“Touch Friendly Scrolling” has been enabled by default in this release.  If you want to disable it and revert back to the “classic scrollbar look”, simply open up your “User Preferences” window and uncheck the “Touch Friendly Scrolling” under the “Display Tab”.

v18_Touch_Friendly_Scrolling_Setting

 

 

 

 

 

 

 

 

 

 

 

 

 

Modifier Selection Checkboxes

When selecting menu modifiers, you now can use a checkbox.  Selecting the row(s) still applies, but, the checkbox adds an easier, logical user interface.

v18_Modifier_Selection_Checkboxes

 

 

 

 

 

 

 

 

 


Excel Style Conditional Formatting

We are introducing Excel Style Conditional Formatting in this release. 

v18_Excel_Style_Formatiing1
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Main Grid Dropdown Menu

We’ve added a new main grid dropdown menu to all managers.  It can be found adjacent to the “Custom Views & Filters” dropdowns.  The same menu can be also accessed from the window’s settings menu.

 

 

 

 

 

 

 

 

 

Find Panel Positioning

Now, in all the managers, the “Find Panel” is positioned by default at the bottom of the main grid.  It also defaults as “Visible”.  Within the new “Grid Settings” dropdown menu, you can change the position to Top if you desire.

v18_Find_Panel_Positioning

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Event Master Report

This report has been modified to optionally include “Required Items” and to offer single event printing.

When you open the Event Master report’s parameter window (without an active Event Manager open) you will see an option to select “Required Items”:

v18_Event_Master_Report

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

You can optionally include a filter for the required items that you want appearing in the report:

Event Manager Report

 

 

 

 

 

 

 

 

If you have an active Event Manager and you select the Event Master report, you will see an optional “Use Event…” parameter:

Event Master Report

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Selecting it will disable all options that pertain to multiple event reports:

Event Master Report

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Clicking OK will generate the report with the Required Items included:

Event Master Report

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Note:

  • You can drill down to the specific item detail.
  • The filter is shown above the Required Item section

Deposits Due Query

We are releasing a “Deposits Due Query” in this build of Caterease (Standard/Professional).  It can be found in the “Tools” navbar group and the “Basic” dropdown menu of the “Select” tab.

 

 

 

 

 

 

 

 

 

 

 

The base query includes the following options:

 

 

 

 

 

 

 

 

 

 

 

 

 

Once you click OK, the following query results window opens:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

From here, you can filter the results and print a “Deposits Due Report”

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Multi-Location Selection

Reports and queries now have a different way of searching and selecting what location they want applied:

Multi Location Selection

 

 

 

 

 

 

 

 

 

 

 

 

 

 

You can display additional fields as well:

Multi Location Selection

 

 

 

 

 

 

 

 

 

 

 

 

 

 

You can filter and do incremental searches to locate your locations.

Finder

We’ve added an optional “Disable Filter For Search” checkbox to the finder.  If the underlying dataset is currently filtered when the “Finder” is shown, this option appears.  It make any filter “inactive” prior to searching.

We’ve also changed the coloring slightly on this tool to give it a bit more elegance.

We’ve modified the fields display algorithm a bit.  The fields displayed used to include the first 10 visible fields in the navigation grid.  Now, the first field is always the “Event #” field regardless if it is visible or not in the grid.

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