Catering Software, Event Management Software for professionals

New in Version 11

Caterease v11 – setting the new standard for catering and event management software

Below is just a partial list of the hundreds of new features and enhancements that will be contained in this revolutionary update – most of which are based on the requests of more than 30,000 users worldwide.

Click here to print the Version 11 feature list.

Account Manager
Video	Feature
	Auto Address Completion We've added a new, Professional Version feature called "Auto Address Completion". Once enabled, Caterease will attempt to complete your "City", "St/Prov" and "Postal" inputs for you based on the Postal code you enter. For example if you type in 34102 in your "Postal" field, Caterease will automatically fill in "Naples" in your "City" field and "FL" in your "St/Prov" field.
	Master Accounts Added a new account hierarchy so all contact people and events of multiple customers can be grouped together under one "master".
Event Manger
Video	Feature
	"No Menu Item Quantity" Warning A new Global Setting optionally warns you if you save an event with any menu items containing prices but no quantities.
	Advanced Contact Person Selection You can now select a contact person for an event from any client's list of contacts. A dynamic selection window in Event Manager allows you to browse to any other client and choose from their list of contact people.
	Conditional Required Fields Now you can set conditions to make certain fields "Required". For example: You may want to have different fields required for events with a theme of "Meeting" as opposed to those with a theme of "Wedding Reception".
	Default Description from Name Now when you enter/edit a name in the food/service grid in Event Manager, it updates that item's Description - just like in the Menu Manager.
	Event Manager Financial Display Added more optional fields to the display, which can be customized by the end user.
	Floating Email Window As with the Print window, above, you can leave the email window "floating" open as you move from event to event. The email address will even update to reflect the contact of whatever event you move to!
	Menu Item Minimum Quantity Create a minimum quantity for any menu item, so that sales reps cannot enter a lower quantity when ordering those items for an event.
	Modify Pictures in Event Manager Menu item images can now be added or modified on-the-fly in Event Manager.
	More Floating Tool Windows Now you can float more tool windows. For example: Our new all-in-one print window allows you to print contracts, invoices, BEO, proposals, merge documents, etc... one at a time or in batch...
	New Cost Per Guest Options We've added two cost per guest options - one based on the event's total, and the other based on the event's Subtotal. Both can be viewed simultaneously.
	New Staffing Selection Wizard The Staff Selection window in Event Manager has been completely enhanced and redesigned.
	Print Button New dynamic "Print Button". It does double duty by incorporating common functionality as well as acting as a classic print menu.
	Related Events Sub-Events View This popular navigation tool now has a sub-grid providing visibility to subevent detail.
	Revised Date/Time Indicator The Revised Date in Event Manager now shows both a date AND a time - so you can review events you changed on a particular date and compare the times they were revised, as well.
	Save As Attachment Tool A "Save As Attachment" button has been added to the print preview window. With one click you can save a .pdf version of your current document to your database.
General Program
Video	Feature
	Auto Backup Deletions The program can be set to automatically delete old backups after a pre-defined number of days.
	Backup Tools We have two new features on the back utility. Show Full Backup Path: Clicking this will show you the complete path to your backup file. Go To Backup: You can also optionally "Go To" the backup folder using Windows Explorer.
	Dynamic Tab Indicators We've introduced the concept of "Dynamic Tab Indication". An underlined tab caption indicates that there is data contained on that tab.
	Event "Day" in Grid Date The Event Date column now shows the day of week in any grid view (query results, Event Manager, etc.).
	Event Sheet by Sales Rep We've added the ability to optionally filter the Event Sheet by Sales Rep.
	Food/Service Items Report Enhancements This report has also been enhanced to allow enhanced report grouping options, etc.
	Importing Images Size Restrictions You can now select a "Shrinkage" amount that will automatically resize images upon importing, to keep your database a manageable size.
	Multiple Database Improvements We've streamlined the process of changing databases for customers running more than one operation in their Caterease programs.
	Multiple Record Reposition Drag & Drop You now have the ability to select multiple records in a grid (food/service items, quickpicks, etc.) and drag them ALL into new positions simultaneously.
	Navigation Pane Shortcuts Organization We've changed this window to display the shortcuts in categories reflective of the shortcut's functionality.
	New Merge Fields Added many more merge fields to the list of available fields, accessible in Marketing Tools and Print Designer.
	New Yearly Sales Comparison Options We've added more options to this popular report.
	Paste as Plain Text Option Rich text copied from other sources with funky or proprietary formatting can now simply be pasted into Caterease as "plain text", where it will inherit the default formatting you have established.
	Print Performance Improvements We have greatly improved printer performance throughout the program.
	Registry Free Settings Control By default, Caterease v11 stores no settings to the windows registry. You can optionally turn on Registry usage if you desire.
	Reports We've moved all reports into a slick new Ribbon Tab called....wait for it...."Reports".
	Required Items Report Enhancements This report has been enhanced to allow additional report grouping options, etc.
	Search Cancellation If you run a long search on a very large database of records, you can now cancel the process � rather than waiting for the search to be complete. Once you click Find Records in the Finder tool, the Close button will change to a Cancel button, which can be clicked at any point.
	Settings Backdoor Holding your Shift key down and clicking the "Save Window Settings" button will display an information window identifying the current settings as specific to the user, shared on the network or system defaults.
	Snap Filtering Enhancement You can now add new records while using "snap filtering".
	Staff Compensation in Staffing Activity Query We've added the option to include the Staffing Compensation as a Summary Total OR as additional Staffing records.
	Windows Settings Enhancements Saving both "User" and "Shared" windows settings has been streamlined in v11.
Marketing Tools
Video	Feature
	Copy Merge Document Feature Any custom merge document created in Marketing Tools can be copied to more easily create optional prints with minor differences.
	Formatted Date Merge Field You now have COMPLETE flexibility in formatting how the Event Date merge field appears on your prints.
	Formatting Capabilities Added more formatting capabilities and we now use the Ribbon tabs instead of individual manager toolbars.
	Image Hyperlinks We've added the ability to insert both text and image hyperlinks into your merge documents.
	Merge Formulas This amazing new feature allows you to create dynamic formulas that merge DIFFERENT images, blocks of text, etc. based upon predefined conditions. It's a very powerful way to create dynamic merge documents
	New Modify Prints Window The Marketing Tools window is no longer a dialog, which means you can open multiple Marketing Tools windows and work on multiple merge documents (and even bounce elsewhere in the program) simultaneously.
New Functions
Video	Feature
	Credit Card Processing Credit card payments can now be processed directly through Caterease in a completely PCI compliant environment using Intuit Merchant Services.
	Google Calendar Interface Share live event data publicly with clients or colleagues via Google Calendar. Caterease Connect users can Google Calendar to their Outlook for personal viewing, as well.
	iPad Interface Caterease Connect users can now have access to their programs though an iPad, for true Caterease on-the-go.
	Web Documents This powerful new module allows you to create dynamic event documents (proposals, contracts, etc.) on the web, using embedded video, images and other web media. Simply provide your customer with a hyperlink, and let them watch your proposals really SIZZLE!
Prospect Manager
Video	Feature
	Combine Prospects Tool Like the Combine Accounts tool in Account Manager, this tool allows you to quickly combine any duplicate prospects in your Prospect Manager.
	Proposal Activity Query This powerful new activity query allows you to track all proposals you have created for prospects in your Prospect Manager.
Scheduler
Video	Feature
	Event Moving/Resizing Settings We've added options to the Advanced Settings in the Scheduler tool to restrict a user from moving or resizing events in the Sub-Event calendar display.
	Moving/Resizing Security Restrictions In addition to the optional settings (see Event Moving/Resizing Settings), we've also added security restrictions to specifically prohibit individual users (or groups of users) from moving or resizing events in the Sub-Event scheduler.
	Scheduler Appearance We've changed the Scheduler appearance to better reflect the Microsoft Outlook Calendar in Office 2007 and 2010. We've incorporated the Ribbon toolbars for grouping and choosing your desired Scheduler display.
Setup
Video	Feature
	Default Email CC List You can establish an optional default cc list to be included in all events you send from your program.
	Read-Only Menu, Ingredients or Required Items Access A new security setting prohibits users from making any changes in Menu Manager, the Ingredients List or the Required Items list � which means they can access any of those areas, but will be in read-only mode.
	Required User Defined Fields You now have the ability to make user defined fields REQUIRED.
	Security Enhancements Various new security levels and enhancements have been added.
	Site Location Inactive Option Instead of deleting locations from your Site Locations when they are temporarily out of use (under construction, etc.), you can simply make them temporarily inactive in the program.
	User Defined Fields Format You can now format your custom user defined fields as "Time" fields.
	Vendor List in Express Vendor List functionality has been added to our Express Version.
User Interface
Video	Feature
	Advanced UI Elements Many new, advanced UI elements have been added including Microsoft style color pickers, skin gallery selection items, dynamic window tabs, etc...
	Application Images All application images have been enhanced to conform to a more aero Windows 7 style.
	Key Elements We've moved key elements from your various windows to the new dynamic Ribbon tabs.
	Ribbons We've eliminated the classic menu interface and adopted a ribbon user interface that conforms to all Microsoft Office 2010 standards. New Ribbon elements include: Dynamic Ribbon Tabs, Ribbon Galleries, Quick Access Toolbar, Application Button, Dramatic Ribbon Form Appearance, Ribbon Status Bar, Ribbon Help Button, Keyboard Access, Visual Screen Tips (Hints), Active Status Bar Buttons, Status Bar Keyboard Indicators
	Updated Skins We've updated skins and completely eliminated un-skinned displays. We also changed our default skin to "Blue". We also moved the skin selection from the "Preferences" window to a "Skins Selection Gallery" in the "Display" ribbon tab.