cue User Manual

cue Basics

Business Admin Setup

The Left Panel

The Header Panel

  • Global Search
  • Global Add

Event Management

  • Event Listing
  • Adding An Event
  • Editing An Event
  • Info Extension Panel
  • Event HUD
  • Event Progress Meter (Essentials)
  • Event Progress Meter (Premium)
  • Event Timeline
  • Event Notes
  • Event Tasks
  • Event Documents
  • Event Mileage
  • Event Expenses
  • Event Payments
  • Event Proposals
  • Event Contracts
  • Event Phone Call Logging
  • Event Appointments
  • Event Clients
  • Event Venus
  • Event Vendors
  • Event Employees



Nov 14, 2021

The client listing represents your active and completed list of clients that you have done business with inside of cue. cue also has the unique design that core information of clients (vendors and venues as well) are centralized so when other professionals work with these clients, they are presented with the same base information about the clients like name, address, emails, and social media.

cue employs a security ACL (Access Control List) to ensure that only clients you are working with are visible and linked to your events.

When creating an event, the client is automatically listed in your client list. In addition, if you add a client who exists inside of cue, certain key indicators will match and you will be presented with that match to add to your event.