Showing and Creating Holidays in the Scheduler Caterease Version: 16 Category: Scheduler Date: 12/25/2017
Tip of the Week Archive
Tracking Overall Menu Item Usage for Any Date Range Caterease Version: 16 Category: Reports & Queries Date: 12/18/2017
Showing Zeros and Currency Symbols on Prints Caterease Version: 16 Category: Event Manager Date: 12/11/2017
Setting Sales Rep to Default to Each User Caterease Version: 16 Category: Miscellaneous Date: 12/04/2017
Reviewing Details of Selected Days in the Scheduler Caterease Version: 16 Category: Scheduler Date: 11/27/2017
< Renaming Fields in the Program Caterease Version: 16 Category: Setup Date: 11/20/2017
Auto Spell-Checking Emails Before Sending Caterease Version: 16 Category: Event Manager Date: 11/13/2017
Prohibiting Users from Discounting Events Caterease Version: 16 Category: Setup Date: 11/06/2017
Customizing Client Information at the Top of Event Manager Caterease Version: 16 Category: Event Manager Date: 10/30/2017
Establishing Minimum Quantities for Menu Items Caterease Version: 16 Category: Setup Date: 10/23/2017
Creating a Default Discount for an Account in Event Wizard Caterease Version: 16 Category: Miscellaneous Date: 10/16/2017
Using Current Menu Item Price/Cost When Copying an Old Event Caterease Version: 16 Category: Event Manager Date: 10/09/2017
Copying Custom Event Menu Changes to Default Menus Caterease Version: 16 Category: Event Manager Date: 10/02/2017
Sharing Custom Screen Layouts with Multiple Users Caterease Version: 16 Category: Event Manager Date: 09/25/2017
Getting Creative with Notes in Event Prints Caterease Version: 16 Category: Setup Date: 09/18/2017
Saving a Default Merge Subject for Emails Caterease Version: 16 Category:Miscellaneous Date: 09/11/2017
Tracking Top-Selling Menu Items Caterease Version: 16 Category: Reports & Queries Date: 09/04/2017
Creating Master Accounts to Organize Customers Caterease Version: 16 Category: Account Manager Date: 08/28/2017
Setting the Beginning Time of the Time Wizard Caterease Version: 16 Category: Setup Date: 08/21/2017
Changing the Format of Phone Number Fields Caterease Version: 16 Category: Setup Date: 08/14/2017
Showing Venue Images on the Screen Caterease Version: 16 Category: Event Manager Date: 08/07/2017
Changing Fonts on Prints in Print Designer Caterease Version: 16 Category: Miscellaneous Date: 07/31/2017
Using the Calendar's Agenda View Caterease Version: 16 Category: Scheduler Date: 07/24/2017
Managing Event Costing and Using the Event Costing Summary Caterease Version: 16 Category: Event Manager Date: 07/17/2017
Customizing the Size of Your Room Drop-Down Lists Caterease Version: 16 Category: Setup Date: 07/10/2017
Suppressing Quantities on Prints for Items Without Prices Caterease Version: 16 Category: Setup Date: 07/03/2017
Reporting on Finances and Other Details Caterease Version: 16 Category: Reports and Queries Date: 06/26/2017
Setting and Using Menu Item Times Caterease Version: 16 Category: Event Manager Date: 06/19/2017
Changing Menu Item Vendor On-The-Fly Caterease Version: 16 Category: Miscellaneous Date: 06/12/2017
Tracking Information Based on Client Category Caterease Version: 16 Category: Reports & Queries Date: 06/05/2017
Scheduling Event Staff and Emailing Shift Information Caterease Version: 16 Category: Event Manager Date: 05/29/2017
Sharing Menus, Prints, and Other Information Across Multiple Locations Caterease Version: 16 Category: Setup Date: 05/22/2017
Exporting Grid Data for Use in Excel Caterease Version: 16 Category: Reports & Queries Date: 05/15/2017
Importing Event Information from Other Applications Caterease Version: 16 Category: Miscellaneous Date: 05/08/2017
Generating Event Prints Directly from the Calendar Caterease Version: 16 Category: Scheduler Date: 05/01/2017
Setting Up Your Inventory of Required Items Caterease Version: 16 Category: Setup Date: 04/24/2017
Managing Your Automatic Information Notice Caterease Version: 16 Category: Setup Date: 04/17/2017
Charging Service Charge or Gratuity on Top of Tax Caterease Version: 16 Category: Setup Date: 04/10/2017
Using the Range Control to Manage the Event Calendar Caterease Version: 16 Category: Scheduler Date: 04/03/2017
Showing and Tracking Event Cancellation Information Caterease Version: 16 Category: Event Manager Date: 03/27/2017
Using the "Contains" Filter to Find Records Caterease Version: 16 Category: Event Manager Date: 03/20/2017
Using Bookmarks to Quickly Return to Records Caterease Version: 16 Category: Event Manager Date: 03/13/2017
Creating Merge Email Templates Like You've Never Seen Before Caterease Version: 16 Category: Miscellaneous Date: 03/06/2017
Shortcuts to Customizing and Filtering Grids Caterease Version: 16 Category: Reports & Queries Date: 02/27/2017
Forcing Users to Pick Rooms from a List Rather than Typing by Hand Caterease Version: 16 Category: Event Manager Date: 02/20/2017
Choosing Between Lined or Shaded Event Prints Caterease Version: 16 Category: Setup Date: 02/13/2017
Using Standard Summary Options for Exporting to Excel Caterease Version: 16 Category: Reports and Queries Date: 02/06/2017
Entering and Tracking an Event Coordinator for a Party Caterease Version: 16 Category: Event Manager Date: 01/30/2017
Changing Menu Items Descriptions and Other Details in Batch Caterease Version: 16 Category: Setup Date: 01/23/2017
Filtering Managers to Show Only What You Want to See Caterease Version: 16 Category: Miscellaneous Date: 01/16/2017
Comparing Forecast Sales with Actual Sales Caterease Version: 16 Category: Reports & Queries Date: 01/09/2017
Using the All Menus Search Feature Caterease Version: 16 Category: Event Manager Date: 01/02/2017
Previewing Merge Documents Prior to Printing Caterease Version: 16 Category: Marketing Tools Date: 12/26/2016
Printing Menu Item Packing Labels Caterease Version: 16 Category: Reports & Queries Date: 12/19/2016
Accessing Topic-Specific Context-Sensitive Help Caterease Version: 16 Category: Miscellaneous Date: 12/05/2016
Setting Security for a Group of Users at One Time Caterease Version: 16 Category: Setup Date: 11/28/2016
Creating a Note On-The-Fly in the Calendar Caterease Version: 16 Category: Scheduler Date: 11/21/2016
Establishing Base Queries and Updating Them On-The-Fly Caterease Version: 16 Category: Reports & Queries Date: 11/14/2016
Assigning Required Items to Site Locations Caterease Version: 16 Category: Setup Date: 11/07/2016
Automatically Updating Event Status When Posting Payment Caterease Version: 16 Category: Setup Date: 10/31/2016
Tracking the Status History of an Event Caterease Version: 16 Category: Reports & Queries Date: 10/24/2016
Establishing and Using the Guaranteed Guest Count Caterease Version: 16 Category: Event Manager Date: 10/17/2016
Managing Shifts for Multiple Parties with Shift Manager Caterease Version: 16 Category: Reports & Queries Date: 10/10/2016
Creating Item-Specific Units of Measure for Ingredients Caterease Version: 16 Category: Setup Date: 10/03/2016
Choosing Display Options in the Scheduler Caterease Version: 16 Category: Scheduler Date: 09/26/2016
Merging Your Company Information Onto Your Prints Caterease Version: 16 Category: Setup Date: 09/19/2016
Customizing the Screens with Auto Quick Layout Customizing Caterease Version: 16 Category: Setup Date: 09/12/2016
Auto-Expanding Items on the Ingredients Report Caterease Version: 16 Category: Reports & Queries Date: 09/05/2016
Tracking Food Service Item Types with Images Caterease Version: 16 Category: Reports & Queries Date: 08/29/2016
Using the Various Staffing Report Options Caterease Version: 16 Category: Reports & Queries Date: 08/22/2016
Viewing Advanced Grid Details Quickly with Expanded Views Caterease Version: 16 Category: Miscellaneous Date: 08/15/2016
Changing Required Items or Ingredients for Future Events Caterease Version: 16 Category: Miscellaneous Date: 08/08/2016
Understanding and Disabling the Change Settings Message Caterease Version: 16 Category: Miscellaneous Date: 08/01/2016
Organizing Event Prints into Print Lists Caterease Version: 16 Category: Setup Date: 07/25/2016
Using the Find Panel in Query Tools Caterease Version: 16 Category: Miscellaneous Date: 07/18/2016
Including Menu Line Items on the Required Items Packing List Caterease Version: 16 Category: Miscellaneous Date: 08/29/2016
Using "Layout View" to Manage Menu Items Caterease Version: 16 Category: Setup Date: 07/04/2016
Prohibiting Users from Exporting Prints to Word or Excel Caterease Version: 16 Category: Setup Date: 06/27/2016
Restoring Deleted Prints or Merge Documents Caterease Version: 16 Category: Setup Date: 06/20/2016
Using the All Menus Option in Menu Selection Caterease Version: 16 Category: Miscellaneous Date: 06/13/2016
Restoring Deleted Prints or Merge Document Caterease Version: 16 Category: Miscellaneous Date: 06/06/2016
Requiring a Sub-Event for Every Party Caterease Version: 16 Category: Setup Date: 05/23/2016
Freezing Group Heading in Details Grids Caterease Version: 16 Category: Miscellaneous Date: 05/16/2016
Creating Automatic Change Notifications Via Text and Email Caterease Version: 16 Category: Setup Date: 05/09/2016
Viewing Item Usage When Building Event Menus Caterease Version: 16 Category: Setup Date: 05/02/2016
Creating and Using Custom Account Filter Tabs Caterease Version: 16 Category: Setup Date: 04/25/2016
Customizing the Tools Menu and Tool Bar Caterease Version: 16 Category: Miscellaneous Date: 04/18/2016
Using the Tablet View Caterease Version: 16 Category: Miscellaneous Date: 04/11/2016
Creating and Saving Event Calendar Filters Caterease Version: 16 Category: Scheduler Date: 04/04/2016
Tracking Customer Loyalty Caterease Version: 12.5 Category: Account Manager Date: 03/21/2016
Inserting Menu Item Images on Event Prints Caterease Version: 12.5 Category: Setup Date: 03/14/2016
Splitting Sales Commission Between Multiple Reps Caterease Version: 12.5 Category: Miscellaneous Date: 03/07/2016
Creating and Using Email Signatures Caterease Version: 12.5 Category: Setup Date: 02/29/2016
Defaulting Client Directions for Each New Event Caterease Version: 12.5 Category: Account Manager Date: 02/22/2016
Hiding Event Financial Information for Users Caterease Version: 12.5 Category: Setup Date: 02/15/2016
Locking Menu Item Price and Cost Caterease Version: 12.5 Category: Setup Date: 02/08/2016
Defaulting Account Notes to Event Notes Caterease Version: 12.5 Category: Account Manager Date: 08/29/2016
Saving Custom Multiple Prints Lists Caterease Version: 12.5 Category: Event Manager Date: 01/25/2016
Using Menu Shortcuts to Add or Delete Multiple Items Caterease Version: 12.5 Category: Event Manager Date: 01/18/2016
Automatically Recalculating "Actual" Guests Caterease Version: 12.5 Category: Setup Date: 01/11/2016
Customizing Grid Views in Event Manager Caterease Version: 12.5 Category: Event Manager Date: 01/04/2016
Copying Menus from Event to Event Caterease Version: 12.5 Category: Event Manager Date: 12/28/2015
Customizing Event Number Prefixes Caterease Version: 12.5 Category: Setup Date: 12/21/2015
Tracking Revenue with the "Grouped Events" Report Caterease Version: 12.5 Category: Reports & Queries Date: 12/14/2015
Filtering Events in Event Manager Caterease Version: 12.5 Category: Event Manager Date: 12/07/2015
Automatically Updating Event Payment Method Caterease Version: 12.5 Category: Event Manager Date: 11/30/2015
Creating a Personal Email List Caterease Version: 12.5 Category: Miscellaneous Date: 11/23/2015
Including Financial Breakdowns on Event Prints Caterease Version: 12.5 Category: Setup Date: 11/16/2015
Assigning Unique Tax Rates to Customers Caterease Version: 12.5 Category: Setup Date: 11/09/2015
Exporting Reports to Excel Caterease Version: 12.5 Category: Reports & Queries Date: 11/02/2015
Including Deposits Due and Payments on Event Prints Caterease Version: 12.5 Category: Setup Date: 10/19/2015
Applying Whole Dollar Amount Discounts to Events Caterease Version: 12.5 Category: Event Manager Date: 10/12/2015
Prohibiting Users from Adding Menu Items On-The-Fly Caterease Version: 12.5 Category: Setup Date: 10/05/2015
Creating and Modifying Passwords And Using Active Directory Caterease Version: 12.5 Category: Setup Date: 09/21/2015
Limiting the Number of Specific Events Each Day Caterease Version: 12.5 Category: Setup Date: 09/14/2015
Inserting Images into Custom Merge Documents Caterease Version: 12.5 Category: Marketing Tools Date: 09/07/2015
Adding a Client Who Is an Individual and Not a Company Caterease Version: 12.5 Category: Account Manager Date: 08/17/2015
Emailing from Account Manager Caterease Version: 12.5 Category: Account Manager Date: 08/10/2015
Adding a Custom Menu Item to an Event Caterease Version: 12.5 Category: Event Manager Date: 08/03/2015
Booking a New Event from the Calendar Caterease Version: 12.5 Category: Scheduler Date: 07/27/2015
Creating Menu Item Labels and Display Cards Caterease Version: 12.5 Category: Setup Date: 07/20/2015
Customizing the Event Sheet Caterease Version: 12.5 Category: Reports & Queries Date: 07/13/2015
Adding or Modifying Default Menu Items Remotely from an Event Caterease Version: 12.5 Category: Event Manager Date: 08/29/2015
Customizing Tabs on the Sub-Event Display Caterease Version: 12.5 Category: Miscellaneous Date: 06/29/2015
Getting Driving Directions with the Mapping Feature Caterease Version: 12.5 Category: Miscellaneous Date: 06/22/2015
Customizing Times on the Time Wizard Caterease Version: 12.5 Category: Event Manager Date: 06/15/2015
Processing Multiple Payments for a Client Simultaneously Caterease Version: 12.5 Category: Account Manager Date: 06/08/2015
Tracking Accounts Receivable Caterease Version: 12.5 Category: Reports & Queries Date: 06/01/2015
Using Smart Date Editing Caterease Version: 12.5 Category: Miscellaneous Date: 05/25/2015
Creating Custom Reminders to Never Forget Important Tasks Caterease Version: 12.5 Category: Contact Manager Date: 05/18/2015
Editing Directly in Manager Grids Caterease Version: 12.5 Category: Setup Date: 05/11/2015
Using the Room Selection Wizard Caterease Version: 12.5 Category: Event Manager Date: 05/04/2015
Printing Any Active Window Caterease Version: 12.5 Category: Miscellaneous Date: 04/27/2015
Copying Print Headers, Footers and Text Blocks Caterease Version: 12.5 Category: Setup Date: 04/20/2015
Assigning Positions to Employees Caterease Version: 12.5 Category: Setup Date: 04/13/2015
Formatting Fonts in a Pop-Up Window Caterease Version: 12.5 Category: Miscellaneous Date: 04/06/2015
Requiring Cancellation Type and Tracking Cancellations Caterease Version: 12.5 Category: Event Manager Date: 03/30/2015
Combining Duplicate Accounts Caterease Version: 12.5 Category: Account Manager Date: 03/23/2015
Assigning a Default Site Location to a Customer Caterease Version: 12.5 Category: Account Manager Date: 03/16/2015
Using the Navigation Bar Caterease Version: 12.5 Category: Miscellaneous Date: 03/09/2015
Managing Multiple Tasks Simultaneously Caterease Version: 12.5 Category: Event Manager Date: 03/02/2015
Creating Dynamic Merge Letters Caterease Version: 12.5 Category: Marketing Tools Date: 02/23/2015
Generating Door Cards and a Daily Reader Board Caterease Version: 12.5 Category: Miscellaneous Date: 02/16/2015
Using a Split Screen Display in Event Manager Caterease Version: 12.5 Category: Event Manager Date: 02/09/2015
Managing Active Reminders Caterease Version: 12.5 Category: Contact Manager Date: 02/02/2015
Assigning Miscellaneous Charges to Item Types Caterease Version: 12.5 Category: Event Manager Date: 01/26/2015
Adding Ingredients to Print Designer Prints Caterease Version: 12.5 Category: Setup Date: 01/19/2015
Translating Event Prints into Foreign Languages Caterease Version: 12.5 Category: Miscellaneous Date: 01/12/2015
Using Optional Billing Information Caterease Version: 12.5 Category: Setup Date: 12/29/2014
Tracking Event Conflicts Caterease Version: 12.5 Category: Reports & Queries Date: 12/22/2014
Hiding Items in Prints Caterease Version: 12.5 Category: Setup Date: 12/15/2014
Billing Clients for Multiple Events in One Statement Caterease Version: 12.5 Category: Setup Date: 12/08/2014
Rearranging and Reorganizing Default Menus Caterease Version: 12.5 Category: Setup Date: 12/01/2014
Customizing Search Options in the Finder Tool Caterease Version: 12.5 Category: Miscellaneous Date: 11/24/2014
REALLY Using the Current Events Query Caterease Version: 12.5 Category: Reports & Queries Date: 11/17/2014
Creating a Database of Common Site Locations Learn how to create and use a default database of common site locations - including such details as associated tax schedules, delivery charges, etc. Caterease Version: 12.5 Category: Setup Date: 11/03/2014
Tracking Food Items by Category Learn how to assign custom categories to your menu items and easily track them using reports and custom querying tools. Caterease Version: 12.5 Category: Reports & Queries Date: 10/27/2014
Copying and Un-Including Sub-Events Learn how to instantly create a copy of a sub-event for a party, so you can make edits to the menu or other details and provide customers with options. You can also quickly un-include sub-events so their details are not included in prints for the party. Caterease Version: 12.5 Category:…
Setting Up a Custom, Generic Interface Learn how to create a custom "generic" interface to have Caterease dynamically interact with a software program you commonly use. Caterease Version: 12.5 Category: Setup Date: 10/13/2014
Switching Clients on an Event and Using Event Templates Learn how to switch clients on events, and how to use previous events or even event templates to create new parties. Caterease Version: 12.5 Category: Event Manager Date: 10/06/2014
Showing Menu Prep Sheet Items on Separate Pages Learn how to separate menu prep sheets to show individual menu item details on separate pages. Caterease Version: 12.5 Category: Setup Date: 09/29/2014
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
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
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
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
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
Inserting Ingredients into a Custom Merge Document Learn how to show a detailed ingredients list in any of your custom Marketing Tools merge documents. Caterease Version: 12.5 Category: Marketing Tools Date: 08/18/2014
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
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
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
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
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
Back2Basics: Adding/Editing Sub-Events in Event Manager Learn how to edit an existing sub-event and add additional sub-events to existing parties. Caterease Version: 12.5 Category: Event Manager Date: 07/07/2014
Including Event Timelines When Copying Events Learn how to include the detailed timeline information of a party when you copy an event. Caterease Version: 12.5 Category: Event Manager Date: 05/19/2014
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
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
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
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
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
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
Tracking Ingredients/Required Items Usage in Menus Learn how to instantly track which menu items are using which ingredients or required items. Caterease Version: 12.5 Category: Reports & Queries Date: 03/31/2014
Exporting a Client or Contact Email List Learn how to create and export a list of client or contact person details for emailing or mailing. Caterease Version: 12.5 Category: Miscellaneous Date: 03/24/2014
Printing Employes by Weekday Availability Learn how to track and print a list of your employees grouped by postition or by weekday availability. Caterease Version: 12.5 Category: Reports & Queries Date: 03/17/2014
Copying Default Menu Changes to Existing Events Learn how to copy any changes made to items in your default menus through to all events using those items. Caterease Version: 12.5 Category: Setup Date: 03/10/2014
Back2Basics: Entering Payments for an Event Learn how to post a payment for an event, including all pertinent information. Caterease Version: 12.5 Category: Event Manager Date: 03/03/2014
Grouping Sub-Prints Together Using Labels Learn how to separate sub-prints into groups for better organization and easier access. Caterease Version: 12.5 Category: Setup Date: 02/24/2014
Running a Revenue Forecast Report Learn how to track company revenue with the flexible Revenue Forecast quick-access report. Caterease Version: 12.5 Category: Reports & Queries Date: 02/17/2014
Locking Specific Menu Item Details Learn how to use system security to lock various menu item details, and even override those settings on an individual menu item basis. Caterease Version: 12.5 Category: Setup Date: 02/10/2014
Back2Basics: Emailing the Customer a Contract Learn how to instantly email a contract (or other event print) to a customer - complete with dynamic merge letter and email subject! Caterease Version: 12.5 Category: Event Manager Date: 02/03/2014
Viewing Events in a Banquet Rooms Graph Learn how to setup a banquet rooms graph to easily manage existing parties and instantly add new ones. Caterease Version: 12.5 Category: Setup Date: 01/27/2014
Applying Tax to Service Charge or Gratuity Learn how to apply tax to your service charge or gratuity, either at the default tax rate or at a special rate. Caterease Version: 12.5 Category: Setup Date: 01/20/2014