NEW FEATURE: The Notes List Is Here + Revamped Highlighted Notes!
Summary
Plus, we’ve revamped Highlighted Notes, making it easier to keep track of important customer details when viewing a contact record or placing an order. Why This is a Game-Changer for Caterers ✅ Save Time & Stay Organized – No more clicking into individual contacts to scroll through their past notes. Now, you can filter by date range, creator/editor, associated team, contact name or company, or keywords of the subject line to instantly find what you need. Find the Notes List under the CRM menu in CaterZen: For step-by-step instructions, check out our support articles: What’s Next? We’re hard at work on even more powerful enhancements designed to streamline your operations, save you time, and most importantly, help you grow your catering sales.
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