Address & Phone List
Lists each contact’s name, address and phone number.
Birthday List
Lists contacts with birthdays on selected month.
Contact Event Envelope
Print out standard #10 envelopes with contact or venue address information.
Contact Letter Builder
Build structured letters designed to send to contacts.
Contract For Service
Event contract customizable with your specific terms and conditions. This is different than the Proposal of Service.
Event Menu
Lists only the menu (food) portion of an event without pricing. Summary event data such as event date, contact name, and venue also lists at the top.
Invoice Event
Contact invoice for event. Select detailed or summary view.
Lead/Opportunity Details
Look Up Leads and Opportunities create within a given date range.
Order Activity List
Shows when a Contact last ordered within chosen parameters, including date range, event status, occasion, service style, and type.
Packing Slip
View of the invoice that does not list pricing information.
Proposal of Service
Professional quote for an event. Shows detailed menu and price breakdown, along with special contact notes.