The CaterShark Contacts Module helps you track all your guests, customers, and potential customers of catering events.
Some aspects of data that can be stored are:
- Name (first/last)
- Email Address
- Street Address
- City/State/Zip
- Company
- Department
- Website
- FAX
- Phone/Mobile
- Sales Codes
- Customer Type
- Taxable
- PayPal Payment Email Address
- Associated CaterShark Login
You can also add Notes to each of your Contacts and set CallBack dates so you can be reminded of when you need to reach out and communicate with your customers.
Each of your CaterShark Contacts can later be associated with a CaterShark login should you ever choose to let your repeat customers login and create their own events using the Customer View of your CaterShark portal.
CaterShark offers you the ability to also create unlimited users. Users are anybody who you give access to log into your private catering portal. These can be customers, limited administrators, and full administrators. Each user type has a varied view of the system and restricted access to certain functionality.
The Restaurant Online Ordering module automatically adds new contacts into the system every time a new customer submits a food order. Send CaterShark Email Newsletters out to your customers by selecting people from your CaterShark Contacts and Users lists.