Tip of The Week

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By Chris Kopriva Event Manager

24 Apr: Using Bookmarks to Quickly Return to Records

By Chris Kopriva Event Manager

17 Apr: Using Advanced Tax Calculation Options

By Chris Kopriva Miscellaneous

10 Apr: Comparing Login “Users” to Program Users

By Chris Kopriva Reports & Queries

03 Apr: Tracking Event Status Changes

By Chris Kopriva Event Manager

27 Mar: Forcing Users to Pick Rooms Rather Than Typing By Hand

By Chris Kopriva Setup

20 Mar: Choosing Between Lined or Shaded Event Prints

By Chris Kopriva Payment Processing

13 Mar: Selecting Specific Deposits for Payment Links

By Chris Kopriva Reports & Queries

06 Mar: Using Summary Footers in Ingredients/Required Items Reports

By Chris Kopriva Miscellaneous

27 Feb: Changing Menu Item Font Style in Batch

By Chris Kopriva Reports & Queries

20 Feb: Comparing Forecast Sales with Actual Sales

By Chris Kopriva Reports & Queries

13 Feb: Reviewing Multiple Events in One Print with the Event Master

By Chris Kopriva Miscellaneous

06 Feb: Printing Menu Item Packing Labels

By Chris Kopriva Event Manager

30 Jan: Showing Allergy Info in the Event Wizard

By Chris Kopriva Miscellaneous

23 Jan: Using F1 Context Sensitive Help

By Chris Kopriva Setup

16 Jan: Setting Security for a Group of Users

By Chris Kopriva Scheduler

09 Jan: Creating a Note in the Calendar

By Chris Kopriva Reports & Queries

02 Jan: Establishing Base Queries and Updating On the Fly

By Chris Kopriva Payment Processing

26 Dec: Inserting Merge Fields into the Payment Link Email

By Chris Kopriva Setup

19 Dec: Assigning Required Items to Site Locations

By Chris Kopriva Event Manager

12 Dec: Scheduling Related Items Like Tables, Trucks, Bowling Lanes

By Chris Kopriva Event Manager

05 Dec: Automatically Updating Event Status When Posting Payments

By Chris Kopriva Miscellaneous

28 Nov: Blocking Rooms without Booking an Event

By Chris Kopriva Event Manager

21 Nov: Tracking the Lifecycle of an Event with Status History

By Chris Kopriva Event Manager

14 Nov: Defaulting and Prioritizing Guaranteed Guest Count

By Chris Kopriva Setup

07 Nov: Creating Item-Specific Units of Measure for Ingredients

By Chris Kopriva Setup

31 Oct: Merging Company Information onto Your Prints

By Chris Kopriva Setup

24 Oct: Enabling Quick Layout Customizing

By Chris Kopriva Reports & Queries

17 Oct: Tracking Staff with the Staffing Report

By Chris Kopriva Miscellaneous

10 Oct: Using Expanded Grid Views

By Chris Kopriva Setup

03 Oct: Updating Required Items or Ingredients for Future Events

By Chris Kopriva Employee Manager

26 Sep: Scheduling Staff and Emailing Shift Information

By Chris Kopriva Setup

19 Sep: Making Menu Items and Ingredients into Required Items

By Chris Kopriva Payment Processing

12 Sep: Using the Dynamic “Reply To” Email for Payment Links

By Chris Kopriva Setup

05 Sep: Using Layout View to Manage Default Menus

By Chris Kopriva Event Manager

29 Aug: Prohibiting Users from Exporting Prints to Word or Excel

By Chris Kopriva Event Manager

22 Aug: Using the All Menus Option in Menu Selection

By Chris Kopriva Miscellaneous

15 Aug: Restoring Deleted Prints or Merge Letters

By Chris Kopriva Reports & Queries

08 Aug: Tracking Payment Transactions with HPay

By Chris Kopriva Event Manager

01 Aug: Requiring a Sub-Event for Every Party

By Chris Kopriva Reports & Queries

25 Jul: Freezing Group Headings in Detail Grids

By Chris Kopriva Setup

18 Jul: Hiding Event Financial Info for Users

By Chris Kopriva Payment Processing

11 Jul: Setting Default Payment Link Expirations

By Chris Kopriva Scheduler

04 Jul: Showing Caterease Events in an Outlook Calendar

By Chris Kopriva Event Manager

27 Jun: Viewing Item Usage When Building Event Menus

By Chris Kopriva Account Manager

20 Jun: Creating Custom Account Filter Tabs

By Chris Kopriva Payment Processing

13 Jun: Storing a Credit Card on File for a Customer

By Chris Kopriva Setup

06 Jun: Disabling Save Window Settings Message

By Chris Kopriva Miscellaneous

30 May: Setting Up and Using the Google Interface

By Chris Kopriva Miscellaneous

23 May: Customizing the Tools Menus and Toolbars

By Chris Kopriva Miscellaneous Uncategorized

16 May: Using Perfect Fit to Maximize Smaller Screens

By Chris Kopriva Payment Processing

09 May: Showing Payment Link Indicators in Grids

By Chris Kopriva Miscellaneous

02 May: Using the Tablet View

By Chris Kopriva Miscellaneous

25 Apr: Archiving Old Events

By Chris Kopriva Scheduler

18 Apr: Filtering Events in the Calendar

By Chris Kopriva Payment Processing

11 Apr: Sending and Processing Payment Links

By Chris Kopriva Account Manager

04 Apr: Tracking Customer Loyalty

By Chris Kopriva Event Manager

28 Mar: Locking Grid Columns to the Left or Right

By Chris Kopriva Payment Processing

21 Mar: Inserting a Payment Link into an Email Template

By Chris Kopriva Event Manager

14 Mar: Including Menu Item Images on Event Prints

By Chris Kopriva Event Manager

07 Mar: Tracking Adults and Children Guest Counts

By Chris Kopriva Event Manager

28 Feb: Splitting Sales Commission Between Multiple Reps

By Chris Kopriva Setup

21 Feb: Creating and Using Email Signatures

By Chris Kopriva Event Manager

14 Feb: Separating Business Models with the Operation Field

By Chris Kopriva Event Manager

07 Feb: Defaulting Account Notes to Event Notes

By Chris Kopriva Event Manager

31 Jan: Saving Custom Multiple Print Lists

By Chris Kopriva Event Manager Uncategorized

24 Jan: Refunding a Payment to a Credit Card

By Chris Kopriva Setup

17 Jan: Pushing Cost Changes to Associated Items

By Chris Kopriva Setup

10 Jan: Using Guest Count in Custom Calculations

By Chris Kopriva Miscellaneous

03 Jan: Storing Credit Card Information for Your Contact People

By Chris Kopriva Event Manager

27 Dec: Using Keyboard Shortcuts to Manage Event Menus

By Chris Kopriva Event Manager

20 Dec: Automatically Recalculating “Actual” Guests

By Chris Kopriva Setup

13 Dec: Creating Custom Units of Measurement

By Chris Kopriva Employee Manager

06 Dec: Managing Multiple Shifts for a Date Range

By Chris Kopriva Miscellaneous

29 Nov: Sending User to User Messages

By Chris Kopriva Touch Management

22 Nov: Creating Reminders of Tasks To Do

By Chris Kopriva Touch Management

15 Nov: Recording History Notes of Actions You’ve Done

By Chris Kopriva Event Manager

08 Nov: Copying Menu Items from One Event to Another

By Chris Kopriva Event Manager

01 Nov: Customizing Event Number Prefixes

By Chris Kopriva Reports & Queries

25 Oct: Tracking Revenue with the Grouped Events Report

By Chris Kopriva Event Manager

18 Oct: Creating Automatic Change Notifications

By Chris Kopriva Event Manager

11 Oct: Making Changes to Multiple Events in Batch

By Chris Kopriva Reports & Queries

04 Oct: Tracking All Items Ordered with the Booked Items Query

By Chris Kopriva Quick Order Manager

20 Sep: Setting Up Quick Order Delivery Zones

By Chris Kopriva Event Manager

13 Sep: Filtering Events in Event Manager

By Chris Kopriva Setup

06 Sep: Including Financial Breakdowns on Event Prints

By Chris Kopriva Setup

30 Aug: Creating a Personal Email List or Email Groups

By Chris Kopriva Setup

09 Aug: Prohibiting Users from Adding Menu Items On-the-Fly

By Chris Kopriva Setup

02 Aug: Creating User Passwords and Using Active Directory

By Chris Kopriva Setup

26 Jul: Including Payments or Deposits Due on Event Prints

By Chris Kopriva Event Manager

19 Jul: Applying Discounts to Events

By Chris Kopriva Event Manager

12 Jul: Showing and Hiding Grids in Managers

By Chris Kopriva Quick Order Manager Scheduler

05 Jul: Showing Quick Orders in the Calendar

By Chris Kopriva Miscellaneous

28 Jun: Importing Event Revenue Details from Other Programs

By Chris Kopriva Reports & Queries

21 Jun: Showing Multiple Footers in a Grid

By Chris Kopriva Touch Management

14 Jun: Automatically Recording When Emails Are Sent

By Chris Kopriva Account Manager

07 Jun: Deleting or Forgetting a Contact Person

By Chris Kopriva Setup

31 May: Formatting Names as Last Name First

By Chris Kopriva Reports & Queries

24 May: Copying Grid Data to the Clipboard

By Chris Kopriva Account Manager

17 May: Copying Contact Information to Client

By Chris Kopriva Setup

10 May: Creating Custom Merge Email Templates

By Chris Kopriva Setup

03 May: Changing Fonts on Prints in Print Designer

By Chris Kopriva Setup

26 Apr: Establishing Rules for Modifier Lists

By Chris Kopriva Event Manager

19 Apr: Sharing Documents Through the Customer Portal

By Chris Kopriva Contact Manager

12 Apr: Combining Duplicate Contact People

By Chris Kopriva Miscellaneous

05 Apr: Automatically Dropping Recent Ribbon Menus

By Chris Kopriva Setup

29 Mar: Creating a Custom Formula Field

By Chris Kopriva Miscellaneous

22 Mar: Customizing the Navigation Pane

By Chris Kopriva Miscellaneous Uncategorized

15 Mar: Using the Startup Wizard

By Brittany McDaniel Miscellaneous

08 Mar: Temporarily Using Default Screen Settings

By Brittany McDaniel Miscellaneous

01 Mar: Using Filter Rows in Detail Grids

By Brittany McDaniel Miscellaneous

22 Feb: Limiting Number of Events Per Day

By Brittany McDaniel Document Builder

15 Feb: Inserting Images Into Merge Documents

By Brittany McDaniel Employee Manager

08 Feb: Establishing Shift Wizard Rules for Number of Employees

By Brittany McDaniel Setup

01 Feb: Creating Menu Item Display Cards or Labels

By Brittany McDaniel Event Manager

25 Jan: Adding or Modifying Default Menu Items from an Event

By Brittany McDaniel Event Manager

28 Dec: Using The Room Selection Wizard

By Brittany McDaniel Setup Tip of The Week

21 Dec: Copying Print Headers, Footers, and Text Blocks

By Brittany McDaniel Event Manager Tip of The Week

14 Dec: Formatting Text In A Pop-Up Window

By Brittany McDaniel Miscellaneous Tip of The Week

07 Dec: Easily Updating Custom Grid Views and Filters

By Brittany McDaniel Miscellaneous Tip of The Week

30 Nov: Requiring Cancellation Type and Tracking Cancellations

By Brittany McDaniel Account Manager Tip of The Week

23 Nov: Combining Duplicate Accounts

By Brittany McDaniel Account Manager Tip of The Week

16 Nov: Assigning a Default Site Location to a Customer

By Brittany McDaniel Event Manager Tip of The Week

09 Nov: Managing Multiple Tasks Simultaneously

By Brittany McDaniel Event Manager Tip of The Week

02 Nov: Using The Navigation Tool Bar

By Brittany McDaniel Reports & Queries Tip of The Week

26 Oct: Generating Door Cards and a Daily Reader Board

By Brittany McDaniel Event Manager Tip of The Week

19 Oct: Assigning Miscellaneous Revenue to Item Types

By Brittany McDaniel Event Manager Tip of The Week

12 Oct: Adding Ingredients To General Event Prints

By Brittany McDaniel Event Manager Tip of The Week

05 Oct: Using Optional Billing Information

By Brittany McDaniel Event Manager Tip of The Week

28 Sep: Customizing Searchable Fields In The Finder

By Brittany McDaniel Setup Tip of The Week

21 Sep: Rearranging and Reorganizing Default Menus

By Brittany McDaniel Setup Tip of The Week

14 Sep: Tracking Items and Revenue by Category

By Brittany McDaniel Event Manager Tip of The Week

07 Sep: Copying and Unincluding Sub Events

By Brittany McDaniel Miscellaneous Tip of The Week

31 Aug: Setting Up A Custom, Generic Interface

By Brittany McDaniel Event Manager Tip of The Week

24 Aug: Using Event Templates and Switching Clients for an Event

By Brittany McDaniel Event Manager Tip of The Week

17 Aug: Printing Shipping Labels for Events or Clients

By Brittany McDaniel Event Manager Tip of The Week

10 Aug: Setting a Default Font for Text Boxes

By Brittany McDaniel Miscellaneous Tip of The Week

03 Aug: Making Clients, Events, or Items Tax Exempt

By Brittany McDaniel Setup Tip of The Week

27 Jul: Adding Recipe Instructions for Menu Items

By Brittany McDaniel Event Manager Tip of The Week

20 Jul: Generating Prints For Separate Sub-Events

By Brittany McDaniel Miscellaneous Tip of The Week

13 Jul: Getting Driving Directions for Multiple Quick Orders

By Brittany McDaniel Event Manager Tip of The Week

06 Jul: Creating a Menu Prep Sheet

By Brittany McDaniel Event Manager Tip of The Week

29 Jun: Emailing A Menu Item Image

By Brittany McDaniel Event Manager Tip of The Week

22 Jun: Copying Events and Making Events Recur

By Brittany McDaniel Miscellaneous Tip of The Week

15 Jun: Assigning A Unique Tax Schedule to A Site Location

By Brittany McDaniel Event Manager Tip of The Week

08 Jun: Inserting Menu Items With Insert Mode

By Brittany McDaniel Event Manager Tip of The Week

01 Jun: Reviewing Sub-Event Details in Event Queries

By Brittany McDaniel Miscellaneous Tip of The Week

25 May: Establishing Default Quick Order Times

By Brittany McDaniel Event Manager Tip of The Week

18 May: Using Filter Tabs For Events and Quick Orders

By Brittany McDaniel Reports & Queries Tip of The Week

11 May: Using The Total Company Revenue Report

By Brittany McDaniel Miscellaneous Tip of The Week

27 Apr: Setting Security to Lock Menu Item Details

By Brittany McDaniel Reports & Queries Tip of The Week

20 Apr: Tracking Information with Quick-Access Reports

By Brittany McDaniel Event Manager Tip of The Week

13 Apr: Tracking Event Conflicts

By Brittany McDaniel Miscellaneous Tip of The Week

06 Apr: Copying Proposals In Prospect Manager

By Brittany McDaniel Account Manager Tip of The Week

30 Mar: Billing Clients For Multiple Events in One Statement

By Brittany McDaniel Employee Manager Tip of The Week

23 Mar: Tracking Employees By Position And Availability

By Brittany McDaniel Setup Tip of The Week

16 Mar: Copying Default Menu Changes To Existing Events

By Brittany McDaniel Setup Tip of The Week

09 Mar: Organizing Event Prints Into Groups or Lists

By Brittany McDaniel Miscellaneous Tip of The Week

02 Mar: Creating Conditional Deposit Schedules

By Brittany McDaniel Miscellaneous Tip of The Week

24 Feb: Sharing a Print Across Multiple Enterprise Locations

By Brittany McDaniel Event Manager Tip of The Week

17 Feb: Managing and Tracking Deliveries

By Brittany McDaniel Reports & Queries Tip of The Week

10 Feb: Using Table View To Show Multiple Sub Events

By Brittany McDaniel Reports & Queries Tip of The Week

03 Feb: Tracking Information Across Enterprise Locations

By Brittany McDaniel Event Manager Tip of The Week

27 Jan: Changing Item Inventory Times in Batch

By Brittany McDaniel Setup Tip of The Week

20 Jan: Assigning Ingredients to a Menu Item

By Brittany McDaniel Employee Manager Tip of The Week

13 Jan: Establishing Employee Available Work Days/Times

By Brittany McDaniel Event Manager Tip of The Week

06 Jan: Adding Adjustments to Tax or Service Charge

Adding Adjustments to Tax or Service Charge Caterease Version: 20 Category: Event Manager Date: 1/06/2019

By Brittany McDaniel Event Manager Tip of The Week

30 Dec: Restoring Deleted or “Abandoned” Events

Restoring Deleted or "Abandoned" Events Caterease Version: 20 Category: Event Manager Date: 12/30/2019

By Brittany McDaniel Event Manager Tip of The Week

23 Dec: Managing and Disabling Room Capacity Checks

Managing and Disabling Room Capacity Checks Caterease Version: 20 Category: Event Manager Date: 12/23/2019

By Brittany McDaniel Miscellaneous Tip of The Week

16 Dec: Establishing Commission Rates and Tracking Commissions

By Brittany McDaniel Event Manager Tip of The Week

09 Dec: Rearranging Menu Item Groups in Prints

By Brittany McDaniel Account Manager Tip of The Week

02 Dec: Sending Prints for Multiple Parties in One Email

By Brittany McDaniel Miscellaneous Tip of The Week

25 Nov: Creating Custom Food/Service Revenue Types

By Brittany McDaniel Setup Tip of The Week

18 Nov: Defaulting Menu Item Quantities and Linking to Guest Counts

By Brittany McDaniel Miscellaneous Tip of The Week

11 Nov: Locking events, Accounts and Prospects by User Name

By Brittany McDaniel Event Manager Tip of The Week

04 Nov: Renaming Fields in the Program

Renaming Fields in the Program Caterease Version: 20 Category: Event Manager Date: 11/04/2019

By Brittany McDaniel Event Manager Tip of The Week

28 Oct: Establishing Detailed Event Timelines

Establishing Detailed Event Timelines Caterease Version: 20 Category: Event Manager Date: 10/28/2019

By Brittany McDaniel Event Manager Tip of The Week

21 Oct: Translating Languages On Event Prints

Translating Languages On Event Prints Caterease Version: 20 Category: Event Manager Date: 10/21/2019

By Brittany McDaniel Event Manager Tip of The Week

14 Oct: Prohibiting Users From Editing Canceled Events

Prohibiting Users From Editing Canceled Events Caterease Version: 20 Category: Event Manager Date: 10/14/2019

By Brittany McDaniel Setup Tip of The Week

07 Oct: Setting Up Emailing in Caterease

Setting Up Emailing in Caterease Caterease Version: 20 Category: Setup Date: 10/07/2019

By Brittany McDaniel Setup Tip of The Week

30 Sep: Modifying Drop-Down Quickpick Lists

Modifying Drop-Down Quick Pick Lists Caterease Version: 20 Category: Setup Date: 09/30/2019

By Brittany McDaniel Miscellaneous Tip of The Week

23 Sep: Creating Default Checklists of To-Do Items

Creating Default Checklists of To-Do Items Caterease Version: 20 Category: Miscellaneous Date: 09/23/2019

By Brittany McDaniel Miscellaneous Tip of The Week

16 Sep: Establishing New Booking Defaults

Establishing New Booking Defaults Caterease Version: 20 Category: Miscellaneous Date: 09/16/2019

By Brittany McDaniel Miscellaneous Tip of The Week

09 Sep: Setting Up Default Tax and Service Charge Rates

Setting Up Default Tax and Service Charge Rates Caterease Version: 20 Category: Miscellaneous Date: 09/09/2019

By Brittany McDaniel Setup Tip of The Week

02 Sep: Creating a Default List of Site Locations

Creating a Default List of Site Locations Caterease Version: 20 Category: Setup Date: 09/02/2019

By Brittany McDaniel Event Manager Tip of The Week

26 Aug: Applying Tax or Service Charge After Discount

Applying Tax or Service Charge After Discount Caterease Version: 20 Category: Event Manager Date: 08/26/2019

By Brittany McDaniel Document Builder Tip of The Week

19 Aug: Customizing Prints with Incredible Merge Formulas

Customizing Prints With Incredible Merge Formulas Caterease Version: 20 Category: Document Builder Date: 08/19/2019

By Brittany McDaniel Event Manager Tip of The Week

12 Aug: Breaking a Page Under a Menu Item

Breaking a Page Under a Menu Item Caterease Version: 20 Category: Event Manager Date: 08/12/2019

By Brittany McDaniel Miscellaneous Tip of The Week

05 Aug: Using Touch Mode for Tablets and iPads

Using Touch Mode for Tablets and iPads Caterease Version: 20 Category: Miscellaneous Date: 08/05/2019

By Brittany McDaniel Event Manager Tip of The Week

29 Jul: Showing Recipes and Required Items on Prints

Showing Recipes and Required Items on Prints Caterease Version: 20 Category: Event Manager Date: 07/29/2019

By Brittany McDaniel Reports & Queries Tip of The Week

22 Jul: Tracking Events with the Executive Overview Report

Tracking Events with the Executive Overview Report Caterease Version: 20 Category: Reports & Queries Date: 07/22/2019

By Brittany McDaniel Setup Tip of The Week

15 Jul: Listing Menu Items by Established Prep Time

Listing Menu Items by Established Prep Time Caterease Version: 20 Category: Setup Date: 07/15/2019

By Brittany McDaniel Event Manager Tip of The Week

08 Jul: Viewing Event Cost as a Percentage

Viewing Event Cost as a Percentage Caterease Version: 20 Category: Miscellaneous Date: 07/08/2019

By Brittany McDaniel Miscellaneous Tip of The Week

01 Jul: Using the Ribbon Search Box

Using The Ribbon Search Box Caterease Version: 20 Category: Miscellaneous Date: 07/01/2019

By Brittany McDaniel Event Manager Tip of The Week

24 Jun: Allowing Clients to Opt-In to Receive Emails

Allowing Clients to Opt-In To Receive Emails Caterease Version: 20 Category: Account Manager Date: 06/24/2019

By Brittany McDaniel Event Manager Tip of The Week

17 Jun: Restoring Deleted Menu Items

Restoring Deleted Menu Items Caterease Version: 20 Category: Event Manager Date: 06/17/2019

By Brittany McDaniel Event Manager Tip of The Week

10 Jun: Saving Custom Screens for One or All Users

Saving Custom Screens for One or All Users Caterease Version: 20 Category: Event Manager Date: 06/10/2019

By Brittany McDaniel Miscellaneous Tip of The Week

03 Jun: Searching Using the Find Panel

Searching Using the Find Panel Caterease Version: 20 Category: Event Manager Date: 06/03/2019

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