QuickBooks Customer Manager

QuickBooks Customer Manager

Only $63.95 ($31.95 upgrade)  to create order from chaos!

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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.  Store up to 10 different contact  numbers per customer. Includes customizable fields.

• 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(2003 and greater) Financial Software, Outlook(98 and greater) and 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 QuickBooks 2007 and earlier editions.

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