Tip of The Week

Tip of the Week Small Pink
21 Apr: Adding Your Own Custom Field to a Print

  Adding Your Own Custom Field to a Print Learn how to create a custom user-defined field, place it on your screen and even have it appear on your various event prints! Caterease Version: 12.5 Category: Event Manager Date: 04/21/2014

Tip of the Week Small Black
14 Apr: Tracking Contact History Notes

  Tracking Contact History Notes Learn how to track Contact History Notes using the flexible report, query and dashboard options available. Caterease Version: 12.5 Category: Reports & Queries Date: 04/14/2014

Tip of the week Small Purple
07 Apr: Back2Basics: Setting Up New Booking Defaults

  Back2Basics: Setting Up New Booking Defaults Learn how to avoid repetitive typing by having common details default whenever you add a new client, event, sub-event, etc. to the program. Caterease Version: 12.5 Category: Setup Date: 04/07/2014

Tip of the Week Small Black
24 Mar: Exporting a Client or Contact Email List

  Exporting a Client or Contact Email List Learn how to create and export a list of client or contact person details for emailing or mailing. Caterease Version: 12.5 Category: Miscellaneous Date: 03/24/2014

Tip of the week Small Purple
17 Mar: Printing Employes by Weekday Availability

  Printing Employes by Weekday Availability Learn how to track and print a list of your employees grouped by postition or by weekday availability. Caterease Version: 12.5 Category: Reports & Queries Date: 03/17/2014

Tip of the Week Small Pink
17 Feb: Running a Revenue Forecast Report

  Running a Revenue Forecast Report Learn how to track company revenue with the flexible Revenue Forecast quick-access report. Caterease Version: 12.5 Category: Reports & Queries Date: 02/17/2014

Tip of the Week Small Black
10 Feb: Locking Specific Menu Item Details

  Locking Specific Menu Item Details Learn how to use system security to lock various menu item details, and even override those settings on an individual menu item basis. Caterease Version: 12.5 Category: Setup Date: 02/10/2014

Tip of the week Small Purple
03 Feb: Back2Basics: Emailing the Customer a Contract

  Back2Basics: Emailing the Customer a Contract Learn how to instantly email a contract (or other event print) to a customer - complete with dynamic merge letter and email subject! Caterease Version: 12.5 Category: Event Manager Date: 02/03/2014

Tip of the Week Small Pink
27 Jan: Viewing Events in a Banquet Rooms Graph

  Viewing Events in a Banquet Rooms Graph Learn how to setup a banquet rooms graph to easily manage existing parties and instantly add new ones. Caterease Version: 12.5 Category: Setup Date: 01/27/2014

Tip of the Week Small Black
20 Jan: Applying Tax to Service Charge or Gratuity

  Applying Tax to Service Charge or Gratuity Learn how to apply tax to your service charge or gratuity, either at the default tax rate or at a special rate. Caterease Version: 12.5 Category: Setup Date: 01/20/2014