Support Center

CaterZen's CRM includes a variety of icons to help you efficiently manage client records and navigate key features. Each icon represents a different fun...

In this article we will go over how to create a new task for a client in your CRM tab.  Task can be Emails, Calls or To-dos. Here is a video of how to c...

In this article we will go over how to view task that have been assigned to a client in the CRM tab. Here is a video on how to view task that have been ...

The Task Completion & Follow-Up Notes process in CaterZen helps you stay organized by tracking completed tasks and documenting important updates. Thi...

In this article we will go over the Reminders for Rebooking a Catering Event and Quotes.   Both of the reminders will appear on your calendars as task for a...

In the catering industry, managing tasks efficiently is critical to keeping operations smooth and customers satisfied. CaterZen's Task List feature prov...