Tip of The Week

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22 Sep: Printing Shipping Labels for Events or Clients

  Printing Shipping Labels for Events or Clients Learn how to generate labels in a variety of Avery label formats for a list of events or clients. Caterease Version: 12.5 Category: Reports & Queries Date: 09/22/2014

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15 Sep: Creating History Notes from Emails or Prints

  Creating History Notes from Emails or Prints Learn how to instantly record a history note whenever you generate a print or send an email. Even have the program create history notes for you automatically! Caterease Version: 12.5 Category: Contact Manager Date: 09/15/2014

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08 Sep: Setting a Default Font for the Program

  Setting a Default Font for the Program Learn how to establish your favorite font as the default font for all text blocks throughout the program. Caterease Version: 12.5 Category: Setup Date: 09/08/2014

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01 Sep: Editing Client Details in Event Manager

  Editing Client Details in Event Manager Learn how to edit client information directly from Event Manager, rather than pulling the client up in Account Manager. Caterease Version: 12.5 Category: Event Manager Date: 09/01/2014

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25 Aug: Managing/Reviewing Event Cost & Profit

  Managing/Reviewing Event Cost & Profit Learn how to review and print a detailed costing summary for an event, and how to edit the costing details on-the-fly. Caterease Version: 12.5 Category: Event Manager Date: 08/25/2014

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11 Aug: Making Individual Items or Charges Tax Exempt

  Making Individual Items or Charges Tax Exempt Learn how to make individual line items tax, service charge or gratuity exempt - either by default or on the fly in an event. Caterease Version: 12.5 Category: Event Manager Date: 08/11/2014

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04 Aug: Back2Basics: Adding a Sub-Event without a Pop-Up Window

  Back2Basics: Adding a Sub-Event without a Pop-Up Window Learn a shortcut tool to add a new sub-event to a party without having the pop-up window appear. Simple enter details directly on the Event Manager sub-event display! Caterease Version: 12.5 Category: Event Manager Date: 08/04/2014

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28 Jul: Using Menu Item Recipes

  Using Menu Item Recipes Learn how to create and edit recipes for your menu items, and how to include those recipes on various event prints. Caterease Version: 12.5 Category: Setup Date: 07/28/2014

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21 Jul: Printing Documents for Multiple Sub-Events

  Printing Documents for Multiple Sub-Events Learn how to choose random sub-events to include on various event prints - or even to generate separate prints for each individual sub-event at one time! Caterease Version: 12.5 Category: Event Manager Date: 07/21/2014

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14 Jul: Creating a Menu Prep Sheet

  Creating a Menu Prep Sheet Learn how to create and use a detailed Menu Prep Sheet, including ingredient details, required items, recipes and more. Caterease Version: 12.5 Category: Setup Date: 07/14/2014

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12 May: Assigning a Unique Tax Schedule to a Site Location

  Assigning a Unique Tax Schedule to a Site Location Learn how to assign a unique tax schedule to a site location, so when that location is chosen for an event the appropriate tax schedule is retrieved automatically. Caterease Version: 12.5 Category: Setup Date: 05/12/2014

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05 May: Inserting Menu Items in an Event with Insert Mode

  Back2Basics: Inserting Menu Items Anywhere in an Event with Insert Mode Learn how to use the Insert Mode feature in the Menu Selection window to place items anywhere in an event's menu. Caterease Version: 12.5 Category: Event Manager Date: 05/05/2014

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28 Apr: Showing Checkboxes on Required Items Prints

  Showing Checkboxes on Required Items Prints Learn how to customize your event Required Items print, including adding checkboxes for use when tracking items. Caterease Version: 12.5 Category: Setup Date: 04/28/2014

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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

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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

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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