CRM tab functions

How To Look Up An Existing Client, Company or Prospect
This article will go over how to look up an existing client, company or prospect in your CRM tab.    1.  First click on the CRM tab and then look for ...
Wed, Jan 27, 2016 at 11:40 AM
CRM Icons
This article will go over the icons that are found under a clients name in the CRM tab.  The icons found in the CRM client's record are:  Stats, Notes,...
Thu, Aug 16, 2018 at 3:49 PM
How To Create A New Contact
This article will show you how to create a new contact in your CRM tab.   Your CRM tab stands for Customer Relationship Management tab or your better known ...
Thu, Aug 16, 2018 at 3:49 PM
Contact List Icon
This article will go over how to look at your entire database in the CRM tab. 1 - First click on the CRM tab.  By default your database will appear with...
Thu, Feb 9, 2017 at 10:57 AM
Contact Search Icon
In this article you will learn how to use the Contact Search icon to look up a specific field in the CRM tab.    This icon is used mostly when searching for...
Fri, Feb 10, 2017 at 8:13 AM
Task List Icon
This article will go over how to look up the activities you have created using the activity icons under the task list.   Please note that activities will ap...
Fri, Feb 10, 2017 at 8:39 AM
Groups found in your CRM tab
This article is going to go over how to add groups to the CRM tab and how to assign a group to a customer.  Please note that groups are assigned to a custom...
Thu, Mar 9, 2017 at 10:13 AM
How To Import Your Database to CaterZen
In this article we will be going over how to import a database into CaterZen.   Please note that databases can only be in an Excel of CSV file to import.   ...
Thu, Aug 16, 2018 at 3:51 PM
Recently Imported and Deleted Contacts Icon
This article will go over how to un-do an import or how to recover a recently deleted contact. 1 - Click on the CRM tab and then click on the icon Recen...
Thu, Feb 2, 2017 at 9:48 AM
Merge Contacts Icon
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% e...
Mon, Feb 27, 2017 at 1:23 PM