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All proposal details are automatically carried into Event Manager – so you never have to type the same thing more than once. Instantly convert any proposal into an actual event, and simultaneously (or separately) convert the lead into an active client – all with a couple of clicks of the mouse. Copy entire proposals with a single mouse click to make minor changes and generate an updated quote. Add the Document Builder Package to create custom email merge letters, and hours of detailed correspondence can be completed in moments!Ĭreate unique proposals – including menu items and detailed financial breakdowns – and then generate or email custom prints for your lead to review.
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Call leads or email individually (or – in the Professional version – in batch) and then instantly make a detailed history note that is automatically date and time stamped.
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Caterease has everything you need to simplify your busy workday.Īdd or even import any number of prospective leads, and manage their statuses, track necessary next actions and easily report on any information.
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No longer will you have to open one software program after another. With Caterease Document Builder, all of your favorite word processing tools are available at your fingertips – inserting images, creating tables (with or without borders), checking spelling, formatting fonts, etc.
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The handy Merge Table Wizard lets you quickly insert specific information – menu items, staffing, payments, ingredients, and more – exactly where you want it. Go far beyond the templates available in the program’s Print Designer by creating custom merge documents from a blank white page with any look and feel you want. In addition to custom merge letters, the Document Builder Package also lets you create any number of completely custom event prints – either for your customers or for your back-of-house team. And your fingers never even have to touch the keyboard! Choose any custom letter to be printed or emailed from any event or even an entire GROUP of events, and it will look completely customized for each individual customer. The Current Connection column for Policy Restricted devices shows Local machine only.Create detailed, custom letter templates for printing or even for use in email correspondence – peppering them with merge fields that dynamically pull specific information directly from the event. Other devices, such as network devices, may be restricted for security reasons.
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For example, USB mice and keyboards are usually policy restricted by default because their behavior is handled automatically in the remote session without USB support. The administrator has set a policy to restrict this type of device. You can see the current connection status in the Current Connection column. Select the Redirect check box to toggle the availability of the device between the remote session and local machine. The device does not have a Citrix virtual channel and cannot be used on the local machine and the remote session at the same time.
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For example, select Switch to Generic if the virtual channel does not support the full functionality of the device. You can toggle between Optimized and Generic using the Switch to button in the Virtual Channel column. The Redirect check box is selected and cannot be edited. The Current Connection column for optimized devices shows that the device is connected in both the local machine and the remote session. The device has a Citrix virtual channel and is automatically available in both the remote session and the local machine at the same time. Once connected, devices display as Optimized, Policy Restricted or Generic.If you have connected a device and you cannot see it in the Device list, click Refresh.Device list displays the devices connected to the local machine in Preferences > Devices.You can use the settings in Preferences > Connections to customize whether you want devices, such as microphone and webcams, to connect to your Citrix Virtual Apps and Desktops session.
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Citrix Workspace app for Windows detects the devices connected to your computer and allows you to choose the devices you want to use with your hosted desktop and applications.