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Event Staffing
Event Production
Production Reporting
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Home
Sales & Marketing
Sales & Marketing
Customer
Event & Order Management
Reports
Marketing
Sales
Finance & Accounting
Accounting Tools
Customer Financials
Financial Reports
Commissions & Goals
Payroll Processing
Production
Kitchen Management
Dispatching & Shipping
Event Staffing
Event Production
Production Reporting
Returns
Purchasing & Inventory
Reports
Data Items
Food Management
Beverage Management
Equipment Management
Miscellaneous Items
HR Management
Vendor Management
Venue Management
Reports
Database Tools
General Setup
Marketing
Software Updates Timeline
Legacy Development
New Development
Elecate User Guide
Elecate Mobile App
Elecate Shopping Cart
Elecate Academy
Sales & Marketing
Our Sales & Marketing knowledge base
Reminders Checklist Management.
Payment History
Mobile App Survey Management:
Delighted Survey Management
Omni CXM Survey Management
Main Sales View Window
Event Kitchen Management Window
Customer Last Event By Date Range
Event Management – Confirmed Orders Only
Event Management – Pending Orders Only
Customer & Event Marketing Reports
Salesperson / Event Update Reports
Customer Email Marketing
International Address and Phone number
Event Management – Confirmed Orders Only:
Customer Sales and Marketing Management
Lead/Prospect Information:
Customer
Creating a New Customer
Add or Edit a Customer
Defaults
Web Access
Directions
Notes
Calendar
Customer Information Tab
Customer Mailing Information & Contact Info
Notes
CRM Customer Management
Call Date/Call Inquiry Reporting
Customer Billing
Customer Information Tab
Customer Types
Organization Management.
Customer Rewards Reporting
Customer Revenue and Usage Reporting.
CRM
Lead Details
Billing Tab
Financial
Customer Last Event.
Master Call Log
Customer Usage Not in Events
Customer Last Action
Lead/Prospect Reporting
Email History
Lead/Prospect Management
Marketing
Organization Editor
Edit an Existing Customer
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Event & Order Management
Adding Staff to an Event
Adding an Equipment Item to an Event
Adding a Package to an Event
How to set up "Event Lead" Tab
New Order
How to setup Event Billing Tabs
How to Create a New Event Order
Client Setup Defaults for New Orders
Event Code
Event Files
Copied Events
Event Rules
Time After Start
Event Entry Defaults
Service Group Button
Requests button
Changes Button
Events Button
Event Orders - Order Details Tab
Status
Event Type Management
Guests
Through Event Order Management
Title
Status
Status
Event Info
Calendar
Order Details
Delivery Tab
Event Management- All Status Types Included
Event Management Confirmed Orders Only
Event Schedule Management
Event Response Management by Event Date.
Event Response Management by Response Date.
Series Management.
Event Bookings Reporting.
Adding a Recipe to an Event
Adding a Beverage to an Event
How do I Process a Credit Card?
Event Checklist Items
Making a Change Request.
Payment Schedule
Copy Event
Recurrent Event
Upload/View Event Files.
Copied Events Between Dates
How to process a Refund
Event Versions
Production Notes:
Removing an user from an Event:
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Reports
Events Analysis Reporting
Event Cancellation Reporting
Events Production Checklist Reporting.
Event Summary Reporting
Weekly Rental Order Report
Leads/Prospects and Events Report
Change Orders Reporting
Customer & Event Sales & Marketing Reports.
Revenue Reports
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Marketing
Customer Marketing Management
Prospect Email Marketing
Email Threading
Sales
Event Management by Salesperson
Sales Phase Reporting
Sales Goals Reporting
Salesperson/ Event Update Reports
Callbacks
Invoice Marketing Messages
Mail Type
Callbacklog Management
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