Custom Lists

The Custom Lists area is where you can find many things you’ve added to TPP to customize it for your business.

This area can be found by navigating to Administration > Custom Lists.

Click on the List to Update drop-down to see all of the available options.

General

All Notes

Email

Email Body Messages

eSign Email Body Messages

Email Templates

Event

BEO Services

Event Occasions

Event Service Style Categories

Event Statuses

Event Times

Event Types

Inventory Categories

Inventory Conversions

Inventory Package Categories

Invoice Messages

Staff Titles

Standard Event Beverage Notes

Standard Event Menu Item Notes

Standard Event Misc Notes

Standard Event Notes

Standard Event Other Inventory Notes

Standard Event Rentals Notes

Standard Event Staff Notes

Standard Tasks and Notes

Menu

Containers

Menu Item Categories

Menu Item Stations

Menu Item Tags

Menu Package Categories

Preparation Style Categories

Client & Sales

Contact Manager Task Types

Contact Types

Discount Reasons

Opportunity Outcome Reasons

Payment Methods

Payment Terms

Referral Types

Other

Headers

Miscellaneous Categories

Saved Queries

Storage Locations

Unit Measures

Venue Groups

 

 

 

Event

BEO Services

Actions that you may associate to an item when adding it to the Banquet Event Order.
Ex: Passed, Plated, Stations, etc.

Event Occasions

An occasion is required to be assigned to an Event. The selected option will appear on your Event Worksheets and Proposals.

Event Service Style Categories

A service style is required to be assigned to an Event. The selected option will appear on your Event Worksheets and Proposals.

Event Statuses

Create statuses as a way for you to track the booking progression for an event.
Example: Proposal to Confirmed to Closed
You can also customize the colors associated to statuses to quickly identify them on your calendar.
(See the article for Custom Statuses for more information.)

Event Times

Customize event time values for creating an event timeline.
Also, customize which timelines the times would be seen on (Contact, Calendar, Delivery, Staff, or Internal).

Event Types

Customize the type of your event.
Ex: Wedding, Birthday Party, Anniversary, Cocktail, etc.

Inventory Categories

Customize the categories of your inventory classifications (i.e. Food, Beverage, Equipment, Other):

To change category, select the appropriate category in the drop-down.

Inventory Conversions

Edit existing food inventory conversions defined by your company while entering items into recipes.

Inventory Package Categories

A duplicate of the Inventory Categories section.

Invoice Messages

Edit available invoice messages.

Staff Titles

Quickly see what titles you can assign to staff and rearrange the order they appear in drop downs when adding to an event.

Standard Event Beverage Notes

Customize notes that will be available to add on the Beverages tab of your events.

Standard Event Menu Item Notes

Customize standard notes that will be available to you on the Menu tab of your events.

Standard Event Misc Notes

Customize standard notes that will be available to you on the Misc tab of your events.

Standard Event Notes

Customize standard notes that will be available to you on the Notes tab of your events.

Standard Event Other Inventory Notes

Customize standard notes that will be available to you on the Other Inventory tab of your events.

Standard Event Rentals Notes

 Customize standard notes that will be available to you on the Rentals tab of your events.


Standard Event Staff Notes

    Customize standard notes that will be available to you on the Staff tab of your events.

Standard Tasks and Notes

Use these to quickly add a frequently used note to a task or note in the Task & Notes section.

Status Reasons

Status reasons are able to be created to define why an event changed status.
Ex. If an event is in Proposal and a salesperson marks it as cancelled, you can require them to choose the reason for cancellation.
A lost revenue report based on the cancellation reason is available to be generated for a specific date range.

 

Client & Sales

Contact Manager Task Types

Types of tasks that can be assigned to users.
Ex: Email, Phone Call, Billing Check, etc.

Contact Types

Types of contacts within your system.
Ex: Social, Corporate, Event Planner, etc.

Discount Reasons

Customize the reasons available to define why a discount was applied to an invoice.

Opportunity Outcome Reason

Customize the Opportunity Outcome Reasons to use with your leads/contacts.

Payment Methods

Customize the methods you accept as payment.



Payment Terms

Customize the terms of payment you accept.

Referrals

Add and edit the types of referral methods you wish to track.
Ex. Radio, Newspaper, Web, Word of Month, etc.

 

 

 

 

 

 

 

Updated on November 16, 2023
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