Tip of the Week Archive

Check out the most recent videos below for a sneak peak at some amazing new features!

TopicCategoryDate
Navigating Events with the “Related Events” Tool v10 Event Manager 12/28/2009
Previewing Custom Merge Letters v10 Marketing Tools 12/21/2009
Quickly Changing User Names v10 Miscellaneous 12/14/2009
Tracking Sub-Event Revenue v10 Reports & Queries 12/07/2009
Customizing the Splash Screen v10 Miscellaneous 11/30/2009
Tracking User-Defined Financial Information v10 Miscellaneous 11/23/2009
Comparing Forecast to Actual Sales v10 Reports & Queries 11/16/2009
Using Times for Individual Menu Items v10 Event Manager 11/09/2009
Creating Automatic Email History Notes v10 Contact Manager 11/02/2009
Making Employees Temporarily Inactive v10 Setup 10/26/2009
Deleting Multiple Menu Items v10 Event Manager 10/19/2009
Viewing Event Details in the Scheduler v10 Miscellaneous 10/12/2009
Tracking Event Status Lifecycles v10 Reports & Queries 10/05/2009
Tracking Customer Loyalty v10 Reports & Queries 09/28/2009
Setting Specific Employee Vacation Times v10 Miscellaneous 09/21/2009
Customizing Field Names v10 Setup 09/14/2009
Linking to Windows Active Directory v10 Miscellaneous 09/07/2009
Booking an Off Premise Event v10 Miscellaneous 08/31/2009
Saving Custom Screen Displays v10 Miscellaneous 08/24/2009
Customizing Grid Prints v10 Reports & Queries 08/17/2009
Establishing Personal Email Settings v10 Setup 08/10/2009
Making Menu Items Inactive v10 Setup 08/03/2009
Using the Scheduled Shifts Report v10 Reports & Queries 07/27/2009
Using Advanced Menu Options v10 Setup 07/20/2009
Customizing the Calendar Display v10 Miscellaneous 07/13/2009
Processing a Batch of Events v10 Reports & Queries 07/06/2009
Requiring the Use of Quickpick Lists v10 Setup 06/29/2009
Batch Processing Event Menu Items v10 Event Manager 06/22/2009
Graphing By Room, Site Location and More v10 Miscellaneous 06/15/2009
Establishing Default Menu Item Quantities v10 Setup 06/08/2009
Using Client Addess as Site Location v10 Account Manager 06/01/2009
Creating Menu Item Labels and Cards v10 Reports & Queries 05/25/2009
Establishing Shift Wizard Rules v10 Setup 05/18/2009
Sending Batch Email to Specific Email Addresses v10 Miscellaneous 05/11/2009
Adding or Modifying Menu Items Remotely v10 Setup 05/04/2009
Using the Dynamic Mapping Interface v10 Miscellaneous 04/27/2009
Creating Custom Calendar Holidays v10 Miscellaneous 04/20/2009
Creating Detailed Proposals for Prospects v10 Prospect Manager 04/13/2009
Creating Calendar Notes v10 Miscellaneous 04/06/2009
Managing Caterease Reminders v10 Contact Manager 03/30/2009
Managing Shifts for Multiple Events v10 Miscellaneous 03/23/2009
Customizing Screen Displays v10 Miscellaneous 03/16/2009
Creating Multiple Event Calendars v10 Miscellaneous 03/09/2009
Using Caterease Skins v10 Miscellaneous 03/02/2009
Hiding Print Titles Setup 02/23/2009
Retrieving Menu Items Event Manager 02/16/2009
Exporting Custom Information Reports & Queries 02/09/2009
Searching for Events Miscellaneous 02/02/2009
Generating Prints for Multiple Events Simultaneously Reports & Queries 01/26/2009
Applying Event Discounts Event Manager 01/19/2009
Viewing Event Financial Breakdowns Event Manager 01/12/2009
Tracking Menu Items by "Category" Setup 01/05/2009
Generating Multiple Event Prints Simultaneously Event Manager 12/29/2008
Getting Context Sensitive Help ([F1] Key) Miscellaneous 12/22/2008
Using the Dynamic Date Selector Prospect Manager 12/15/2008
Grouping by Sorting Miscellaneous 12/08/2008
Filtering Out Active Clients from Prospect Manager Prospect Manager 12/01/2008
Copying Menus from Event to Event Event Manager 11/24/2008
Using the Spell-Check Feature Miscellaneous 11/17/2008
Tracking Events with Grouping Report Reports & Queries 11/10/2008
Removing Formatting from Scratch Pad Text Setup 11/03/2008
Copying Menus in Menu Manager Setup 10/27/2008
Printing a Fancy Menu Event Manager 10/20/2008
Switching BACK to a Default Site Location Event Manager 10/13/2008
Tracking Print Dates Event Manager 10/06/2008
Printing Menus and Long Menu Titles Reports & Queries 09/29/2008
Tracking when Menu Items are Added or Changed Event Manager 09/22/2008
Editing Prints in Micosoft Word Miscellaneous 09/15/2008
Prohibiting Access to the Audit Trail Setup 09/08/2008
Adding Reminders/History Notes for Deposits or Payments Contact Manager 09/01/2008
Batch Emailing Employees Miscellaneous 08/25/2008
Linking Event Guest Counts to Sub-Events Setup 08/18/2008
Including Special Menu Package Details Setup 08/11/2008
Generating Separate Prints for ALL Sub-Events Event Manager 08/04/2008
Preventing Duplicate Site Locations Setup 07/28/2008
Preventing Duplicate Accounts Account Manager 07/21/2008
Copying an Event with Updated Menu Pricing Event Manager 07/14/2008
Choosing a Custom Print Layout Setup 07/07/2008
Locking Client Information by Sales Rep Setup 06/30/2008
Customizing the Main Screen and Sidebar Miscellaneous 06/23/2008
Inserting Page Breaks Event Manager 06/16/2008
Tracking Menu Items Reports & Queries 06/09/2008
Creating Required Items (Packing) Lists Setup 06/02/2008
Customizing Toolbars Miscellaneous 05/26/2008
Grouping Items on Event Prints Event Manager 05/19/2008
Accessing Other Windows Programs and Tools Miscellaneous 05/12/2008
Saving Custom Queries Reports & Queries 05/05/2008
Prohibiting Users from Seeing Credit Card Numbers Setup 04/28/2008
Creating Custom Bullets Marketing Tools 04/21/2008
Automatically Making Events Definite with Payment Event Manager 04/14/2008
Renaming "Service Charge" Setup 04/07/2008
Combining Accounts Account Manager 03/31/2008
Changing Resolution Miscellaneous 03/24/2008
Controlling Tax/Service Charge on Discounts Setup 03/17/2008
Creating Event Templates/Switching Event Clients Event Manager 03/10/2008
Tracking Ingredients Activity Reports & Queries 03/03/2008
Creating Email Signatures Miscellaneous 02/25/2008
Copying Commonly-Used Text From Scratch Pad Event Manager 02/18/2008
Sending a Batch Email to Specific Contacts Miscellaneous 02/11/2008
Customizing Reminder Settings Contact Manager 02/04/2008
Establishing Email Settings Setup 01/28/2008
Resetting Menu Item Descriptions Event Manager 01/21/2008
Assigning Unique Tax Rates to Site Locations Setup 01/14/2008
Adding an Event from Account Manager Account Manager 01/07/2008
Search for Menu Items by Name Event Manager 12/31/2007
Using the Incremental Search Tool Miscellaneous 12/24/2007
Customizing Sidebar Groups Miscellaneous 12/17/2007
Renaming the "Sub-Event" Button Event Manager 12/10/2007
Including Menu Item Images on Prints Event Manager 12/03/2007
Splitting Commissions Event Manager 11/26/2007
Grouping Data in a Grid Miscellaneous 11/19/2007
Disabling Menu Item Editing Event Manager 11/12/2007
Removing and Rearranging Fields on the Screen Miscellaneous 11/05/2007
Managing Images in Merge Letters Marketing Tools 10/29/2007
Defaulting Account Directions As Event Directions Account Manager 10/22/2007
Hiding Event Financial Information Event Manager 10/15/2007
Defaulting Account Notes as Event Notes Account Manager 10/08/2007
Saving Custom Print Lists Miscellaneous 10/01/2007
Checking the Current Weather Miscellaneous 09/24/2007
Tracking All Sent Emails Contact Manager 09/17/2007
Automatically Notifying Users of Event Changes Miscellaneous 09/10/2007
Editing Events in the Venue Graph Miscellaneous 09/03/2007
Using Event Menu Shortcuts Event Manager 08/27/2007
Tracking Payments in Caterease Reports & Queries 08/20/2007
Setting Time/Date Grouping Preference Reports & Queries 08/13/2007
Automatically Recalculating "Actual" Guests Event Manager 08/06/2007
Customizing Event Number Prefixes Event Manager 07/30/2007
Tracking Event Bookings Reports & Queries 07/23/2007
Tracking Customer Site Locations Reports & Queries 07/16/2007
Using User Defined Fields in the Event Wizard Miscellaneous 07/09/2007
Customizing the Time Wizard Miscellaneous 07/02/2007
Custom Grid Views in Event Manager Event Manager 06/25/2007
Filtering Events in Event Manager Event Manager 06/18/2007
Modifying Food/Service Item Labels Reports & Queries 06/11/2007
Creating a Personal Email List Setup 06/04/2007
Customizing Times on the Event Wizard Miscellaneous 05/28/2007
Automatically Setting Event Payment Method Event Manager 05/21/2007
Tracking Unused Menu Items Reports & Queries 05/14/2007
Designating Inventory "From" and "To" Times Event Manager 05/07/2007
Creating Report Sub-Titles Reports & Queries 04/30/2007
Assigning Unique Taxes to Customers Account Manager 04/23/2007
Emailing Directly to Employees Reports & Queries 04/16/2007
Automatically Close Events on Final Payment Event Manager 04/09/2007
Using Relative Date Range Reports & Queries 04/02/2007
Modifying Prints and Reports On-the-Fly Reports & Queries 03/26/2007
Emailing Multiple Contracts to a Single Customer Account Manager 03/19/2007
Including Financial Breakdowns on Event Prints Event Manager 03/12/2007
Calculating Menu Prices with Markup Percentages Setup 03/05/2007
Storing and Retrieving Credit Card Information Miscellaneous 02/26/2007
Removing Headers from Prints Setup 02/19/2007
Including Event Deposits Due on Your Prints Event Manager 02/12/2007
Applying Whole Dollar Amount Discounts Event Manager 02/05/2007
Prohibiting Users from Adding Unique Menu Items On-the-Fly Event Manager 01/29/2007
Setting Edit Preferences Miscellaneous 01/22/2007
[F2] Editing and Beyond... Miscellaneous 01/15/2007
Menu Packages within Packages Setup 01/08/2007
Advanced Snap Filtering Miscellaneous 01/01/2007
Daily Reflections Miscellaneous 12/25/2006
Changing Passwords On-the-Fly Miscellaneous 12/18/2006
Customizing EZ Chart Designs Reports & Queries 12/11/2006
Tracking Changes: Audit Trail Miscellaneous 12/04/2006
Printing for a Single Sub-Event Event Manager 11/27/2006
Menu Item Inventory Event Manager 11/20/2006
Scheduling Automatic Backups Miscellaneous 11/13/2006
Limiting Daily Number of Events Event Manager 11/06/2006
Inserting Tables into Merge Letters Marketing Tools 10/30/2006
Creating a Custom Desktop Miscellaneous 10/23/2006
Inserting Digital Images Setup 10/16/2006
Defaulting Contact Information Account Manager 10/09/2006
Viewing and Printing Reminders Contact Manager 10/02/2006
Selecting Optional Billing Information Event Manager 09/25/2006
Creating Custom Time Fields Setup 09/18/2006
Food/Service Item Labels Reports & Queries 09/11/2006
Event Balance in Account Query Reports & Queries 09/04/2006
Tools Transparency Miscellaneous 08/28/2006
Custom Grid Views Part II Miscellaneous 08/21/2006
Custom Grid Views Part I Miscellaneous 08/14/2006
Creating Custom Filters Miscellaneous 08/07/2006
Showing Sub-Event Details in a Query Reports & Queries 07/31/2006
Venue Graph Locations Tab Scheduler 07/24/2006
Changing Scheduler Times and Work Days Scheduler 07/17/2006
Consolidated Annual Sales Report Reports & Queries 07/10/2006
Updating Menu Items and Event Costs Setup 07/03/2006
Using Merge Letters in Emails Marketing Tools 06/26/2006
Modifying the Sub-Event Window Event Manager 06/19/2006
Deleting Inactive Reminders Contact Manager 06/12/2006
Contact Manager Prints and Reports Contact Manager 06/05/2006
Closing and Locking Events Event Manager 05/29/2006
Generating a List of All Your Customers Reports & Queries 05/22/2006
Inserting Images Into Custom Merge Letters Marketing Tools 05/15/2006
Menu Item Recipes Setup 05/08/2006
Sub-Event Activity Query Reports & Queries 05/01/2006
Restoring Events You Forgot to Save Miscellaneous 04/24/2006
Choosing Contact People On-the-Fly Event Manager 04/17/2006
"Off Premise" Event Wizard Miscellaneous 04/10/2006
Staffing an Event Event Manager 04/03/2006
Advanced Query Grid Settings Reports & Queries 03/27/2006
Automatic Reminders Dates and Users Contact Manager 03/20/2006
Color-Coding Automatic Reminders Contact Manager 03/13/2006
Copying Client Information from Contact Person Account Manager 03/06/2006
Tracking Delivery Vehicles Setup 02/27/2006
Vendor Lists Setup 02/20/2006
Adding Custom Menu Items Event Manager 02/13/2006
Export Event Information to Microsoft Outlook Scheduler 02/06/2006
Tracking Menu Item Usage Event Manager 01/30/2006
Emailing from Account Manager Account Manager 01/23/2006
Language Translations - Translating User Defined Fields Setup 01/16/2006
Deposit Schedule Setup 01/09/2006
Ingredients List Print Event Manager 01/02/2006
Adding an Event from the Scheduler Scheduler 12/26/2005
Scheduler - Year at a Glance View Scheduler 12/19/2005
Customize Event Sheet Reports & Queries 12/12/2005
Disable Export of Data Setup 12/05/2005
Changing Prints Footer Setup 11/28/2005
Staffing Activity Query Reports & Queries 11/21/2005
Diagramming Interfaces Miscellaneous 11/14/2005
Batch Processing Reports & Queries 11/07/2005
Changing Event from One Client to Another Event Manager 10/31/2005
Modifying Client Information Event Manager 10/24/2005
Sharing Windows Settings Across Network Setup 10/17/2005
Calculating Menu Item Cost from Ingredients Setup 10/10/2005
Clients' Last Event Date Reports & Queries 10/03/2005
Customize Subevent Tabs Miscellaneous 09/26/2005
Disable Event Deletions/Cancellations Setup 09/19/2005
Forecast to Actual Report Reports & Queries 09/12/2005
Mapquest Interface Miscellaneous 09/05/2005
Top Sales Report Reports & Queries 08/29/2005
Breakout Rooms Setup 08/22/2005
Batch Emailing Reports & Queries 08/15/2005
Archive Data - Version 8.0 or higher Miscellaneous 08/08/2005
Time Wizard/Customizing Times Event Manager 08/01/2005
Customizing Venue Graph Scheduler 07/25/2005
Selecting Multiple Dates in Venue Graph Scheduler 07/18/2005
EZ Charts Reports & Queries 07/11/2005
Customizing Room Capacity Conflicts Setup 07/04/2005
Current Reminder Settings Contact Manager 06/27/2005
Editing Subevent Display Event Manager 06/20/2005
Event Scheduler Prints Scheduler 06/13/2005
Multiple Payment Processing Miscellaneous 06/06/2005
Advanced Scheduler Settings Scheduler 05/30/2005
Client Contacts Reports & Queries 05/23/2005
Menu Packaging Event Manager 05/16/2005
New Event Wizard Miscellaneous 05/09/2005
View Deleted Events Miscellaneous 05/02/2005
Quick Column Customizing Miscellaneous 04/25/2005
Event Scheduler Views Scheduler 04/18/2005
Grouping Query Conditions Reports & Queries 04/11/2005
Right Click in Grids Reports & Queries 04/04/2005
Tracking Accounts Receivables Reports & Queries 03/28/2005
Smart Date Editing Event Manager 03/21/2005
Hiding Items in Prints Event Manager 03/14/2005
Adding Contact History Notes Contact Manager 03/07/2005
User Defined Fields Setup 02/28/2005
New Food/Service Window Event Manager 02/21/2005
Creating Reminders Contact Manager 02/14/2005
Food/Activity Query Reports & Queries 02/07/2005
Direct Editing in the Grids Miscellaneous 01/31/2005
Room Selection Wizard Event Manager 01/24/2005
Event Query Reports & Queries 01/17/2005
Quick Snap Bar Miscellaneous 01/10/2005
Setup Security Setup 01/03/2005
Inputting only Account Information Account Manager 12/27/2004
Tutorials on the Web Miscellaneous 12/20/2004
Print Active Window Miscellaneous 12/13/2004
Copying Print Logos Setup 12/06/2004
Production Sheet/Prep Area Event Manager 11/29/2004
Conflict Checking Settings Setup 11/22/2004
Event Checklist Event Manager 11/15/2004
Adding Employee Positions Setup 11/08/2004
Changing Font in Dialog Window Miscellaneous 11/01/2004
Tracking Event Cancellations Event Manager 10/25/2004
Event Deposits/Payments Event Manager 10/18/2004
Default Site Location for an Account Account Manager 10/11/2004
Type and Hit Enter Miscellaneous 10/04/2004
Hidden Credit Card Event Manager 09/20/2004
Word Processing Tools Event Manager 09/13/2004
Linking Qty to Guest Count Event Manager 09/06/2004
Navigation Bar Miscellaneous 08/30/2004
Multiple Windows Miscellaneous 08/23/2004
Snap Filtering Miscellaneous 08/16/2004
Event Costing Summary Event Manager 08/09/2004
Copying Subevents Event Manager 08/02/2004
Modifying Merge Letters On-the-Fly Marketing Tools 07/26/2004
Auto Contact History Item Contact Manager 07/19/2004
Adding Merge Fields into Marketing Tools Letters Marketing Tools 07/12/2004
Detail Grid Footers Reports & Queries 07/05/2004
Language Translations Setup 06/28/2004
Event Conflicts Report Reports & Queries 06/21/2004
Check Room Availability within Events Event Manager 06/14/2004
Adding Prints in the Prints Designer Setup 06/07/2004
Copy Event Event Manager 05/31/2004
Adding Ingredients to the BEO Setup 05/24/2004
Custom Grid Views Reports & Queries 05/17/2004
New Booking Defaults Setup 05/10/2004
Generating Reports Reports & Queries 05/03/2004
Changing Event Tax/Service Charge Rates Setup 04/26/2004
Modifying Ingredients & Required Items On-the-Fly Event Manager 04/19/2004
Editor Default Font Setup 04/12/2004
Print Grids Reports & Queries 04/05/2004
Required Fields Setup 03/29/2004
Clear Column Sorting Miscellaneous 03/22/2004
Consolidated Billing Statement Account Manager 03/15/2004
Alternative Banquet Rooms Graph View Miscellaneous 03/08/2004
Go to Button Event Manager 03/01/2004
Optional Billing Address Event Manager 02/23/2004
Generating Prints Reports & Queries 02/16/2004
Event Manager Split Screen Event Manager 02/09/2004
Site Location Database Setup 02/02/2004
Current Reminders Contact Manager 01/26/2004
Adding Quickpicks Setup 01/19/2004
Adding Accounts from the Event Manager Event Manager 01/12/2004
Tracking Current Events Reports & Queries 01/05/2004
Archiving Old Data - Version 2004 and lower Miscellaneous 12/29/2003
Quickly Unincluding Subevents Event Manager 12/22/2003
Refreshing Data Miscellaneous 12/15/2003
Backing Up Data Miscellaneous 12/08/2003
Printing Labels Reports & Queries 12/01/2003
Blocking Banquet Rooms Miscellaneous 11/24/2003
Color Coding Grids Reports & Queries 11/17/2003
Adding Contacts On-the-Fly Event Manager 11/10/2003
Adding History Note from Print Preview Contact Manager 11/03/2003
Changing Print Properties Reports & Queries 10/27/2003
Exporting & Emailing Prints Reports & Queries 10/20/2003
Auto Reminders Contact Manager 10/06/2003
Retrieving Events from Account Manager Account Manager 09/29/2003