training
overview
regional training
naples training
onsite training
corporate training
neighborhood training
web training
online tutorials
latest features
tip of the week
upgrades
new in version 9
documentation
who is caterease
company history
contact us
career opportunities
product summary
features
version comparison
us versus them
prints & reports
pricing
product tour
add-ins
interfaces
maintenance plan
web ordering
download a demo
tradeshows
caterease news
current customers
comments
why caterease?
training
latest features
tip of the week
upgrades
new in version 9
documentation
Topic
Category
Date
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
Retrieving Menu Items
Event Manager
10/13/2003
Auto Reminders
Contact Manager
10/06/2003
Retrieving Events from Account Manager
Account Manager
09/29/2003
Exporting Data
Reports & Queries
09/22/2003
Event Finder
Event Manager
09/15/2003
Applying Discounts
Event Manager
09/01/2003
Viewing Financial Breakdown
Event Manager
08/25/2003
Multiple Prints
Reports & Queries
08/18/2003
Context-Sensitive Help
Miscellaneous
08/11/2003