QuickBooks Customer Manager
Desktop edition Fall 2010 is replaced with an online edition
Visit
http://www.customermanager.com
Now everything is stored in one place! Save time, no
longer go on "hunting expeditions" for customer information. Integrated with QuickBooks, client Word,
Excel, Pdfs, e-mail, all stored in a directory where each
client has a separate folder. Includes a calendar for
appointments and reminders. Customizable fields to store the
information that you need to track.
- Be more organized
View contact information, customer history, recent QuickBooks
transactions, linked documents, projects, appointments and
to-do’s all on a single screen so it’s in one place and easy to
find.
- View of ALL
your customer information in QB
Gain one-click access to both non-financial and financial data
for any customer.
- Customer Manager automatically transfers
changes to contact information among your QuickBooks(2007 and
greater) Financial
Software, Outlook, Customer Manager.
Other applications may be imported using a CSV (comma
separated value) file or text format.
- Attach files to your customer records
(
Attach relevant document files such as letters, faxes, e-mails,
and spreadsheets to your customer records so everything you need
is in one place.
- View and track recent communications history
Save and review all of your customer interactions from the single
screen – including notes, e-mails, letters, appointments, and
more.
- Customize data fields
Create custom fields to record and track information just the way
you want it.
- Organize and sort your customer data to suit your needs
- Organize your contacts by groups and categories, and filter and
sort your contact list, to-do list, project list, or
communications history.
- Communicate with customers with one click
Launch an Outlook e-mail or Word(97 or greater) letter to a customer. The name
and e-mail address are pre-filled so you don’t have to enter data
twice. Or set-up automated e-mail communications for thank-you
notes, "keep-in-touch" messages, electronic birthday cards, and
more. You specify the type and the schedule and the appropriate
e-mail message will be on your screen the appropriate day. Send
with just one click. The launch e-mail feature requires a MAPI compliant e-mail
client.
- Schedule appointments and link them to customers
- Store multiple forms of contact information
Store up to 10 different addresses, phone numbers, and e-mail
addresses per contact.
Call 800-216-0763 to speak
with a Certified QuickBooks advisor about your training needs. We
provide support and training on all QuickBooks editions.
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