You may notice from time to time that contacts change or are removed from the Contacts Menu of your CaterQuotes program. This is CaterQuotes data and not your company contact data.
In order to stay in line with GDPR Regulations, we constantly maintain our customer database, we also cannot retain long-term contact details of noncustomers on our systems without their approval.
These customers will not be removed from your existing quotes on your system.
It is your responsibility to maintain and delete information that you have on your customers.
To add a personal or company contact to your system, you will need to create a private record or contact in your program Contacts Section. Any Contacts that you add will be visible your companies eyes only.
1. Click the contacts tab on the bottom toolbar.
2. Click Add Company
3. Add Contact Details
4. Once saved, this will then be searchable within your companies contacts.
Alternatively, you can do a mass import of contacts from a CSV file or an Outlook file.
If you notice any CaterQuotes data that is incorrect please let us know and we will amend it.