- Platform: Windows Vista / 98 / 2000 / XP
- Media: CD-ROM
- Item Quantity: 1
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Product Description
Amazon.com
QuickBooks Customer Manager 2.5 is the easiest way to provide your customers with great service. It consolidates key customer information from applications such as QuickBooks, Microsoft Outlook and Outlook Express in one place and on one screen. All the information you need to service your customers is now at your fingertips.
Consolidate Key Customer Information
With QuickBooks Customer Manager 2.5, all the information you need to keep close tabs on your customers are at your fingertips. Whether it's the name and contact information you keep in Outlook or Outlook Express, the appointments you track in Outlook, or the financials such as invoices and balances that you track through QuickBooks, it can all be merged into one easy-to-access location. And with advance customization features, Customer Manager lets you determine the exact information you want synchronized. In other words, it's you're in complete control.
 Consolidate all your key customer information from QuickBooks, Microsoft Outlook, and Outlook Express in one place. View larger. View product demo (requires Flash). |
 Summarize all the key customer information you need in one place. View larger. |
 Share appointments with Microsoft Outlook Calendar. View larger. |
 Link files, e-mails, pictures or almost anything that relates to a customer or project. View larger. |
 Easily send personalized communications to a few or a few hundred customers. View larger. |
With QuickBooks Customer Manager 2.5, all the information you need to keep close tabs on your customers are at your fingertips. Whether it's the name and contact information you keep in Outlook or Outlook Express, the appointments you track in Outlook, or the financials such as invoices and balances that you track through QuickBooks, it can all be merged into one easy-to-access location. And with advance customization features, Customer Manager lets you determine the exact information you want synchronized. In other words, it's you're in complete control.
To view a particular customer's QuickBooks financials, you can click on any QuickBooks item in the Recent History pane to jump to QuickBooks to see the actual transaction, whether it's an invoice, payment record, purchase order or check. You can also link directly to your customer's QuickBooks QuickReport. If you use Outlook to manage your calendar, simple click "New Appointment" and Customer Manager will launch Outlook and open an appointment window. You can then create an appointment that will appear in both Outlook and Customer Manager. (If you don't use Outlook, you can use the calendar built-in to Customer Manager to keep track of your appointments. It's easy-to-use and looks similar to a spiral-bound calendar you may keep on your desk.) And finally, the Name Record screen is the nerve center of Customer Manager and summarizes all the key customer information you need in one place. You can see details such as phone numbers, files, projects, appointments, and financial transactions -- all at one quick glance. You can access them in one click.
Among the many panes and action buttons that Customer Manager offers are customer profile, which includes the customer address, phone numbers, contacts, e-mail address, web site and more; recent history, which shows a chronological history of communications, appointments, QuickBooks financial transactions, and related notes and documents; and notes, which allows you to enter details of phone calls and general notes, such as directions to the customer's office, while you're talking with the customer on the phone, and much more.
You can even link files, e-mails, pictures --just about anything that relates to a customer or project -- into one place, regardless of which application it came from. So you can quickly view appointments and e-mails with attachments intact, as well as letters, faxes, logos, artwork, PDF files, spreadsheets, and more. It's easy to drag multiple e-mails at one time, and enter to-do reminders and notes from a phone call or project, and schedule events right in Customer Manager.
Thousands of Details, One Screen
An advanced Project Record feature lets you stay on top of everything related to a project on a single screen. You can use this feature to track all the details related to a project, including contacts, suppliers, vendors and files such as spreadsheets, images, or project plans, as well as set pop-up alerts to remind you of important tasks and appointments, ensuring that nothing slips through the cracks.
But even with all these consolidation features, Customer Manager still lets you keep in close, personal touch with your customers. With it you can easily send personalized messages to a few, or a few hundred, customers. With merge features that let you create Microsoft Word letter templates, you can use your customer information to create letters and labels for quick, cost-effective mailings to any number of your customers.
Easy to Set-up and Use
If you're familiar with QuickBooks financial software, learning how to use Customer Manager will be a breeze because it looks and works just like your financial software. The desktop looks like a browser, and you navigate with one click on the icons, toolbars and links. In fact, even if you are not familiar with QuickBooks, if you're like most people, you can install the software and run through the easy-to-navigate setup and be up and running in about 30 minutes. It's the best steps you'll take to keep your customers and their valuable information in close track.
Product Description
Quickbooks Customer Manager 2.5
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Most Helpful Customer Reviews
12 of 12 people found the following review helpful:
1.0 out of 5 stars
Be careful - Serious display DPI resolution issue,
By
This review is from: QuickBooks Customer Manager 2.5 (CD-ROM)
I have used, or should say TRIED to use, this product though version 1.x, 2.x and now 2.5. When it works it is very useful. My trial of version 2.5 went very well so I purchased the upgrade. The day my purchased version was on the UPS truck I moved the balance of my customer data into the trial version. I went to look at the "Names" tab and had a big red "X" across the screen. Several calls to tech support later I found that the computer screen font resolution - actually the "DPI" setting **MUST** be 96 DPI or the software will corrupt the database. I have a high end notebook with a screen resolution of 1680x1050 and my DPI setting was set to 120 so the fonts and icons were more readable. I have about 60 programs running on the same computer that run fine at 120 DPI and there is NO REASON WHY I SHOULD HAVE TO CHANGE IT TO FIT THE SOFTWARE.
The result >> The database I had been loading and working with for about 25 days AND the balance of it I had just put it were trashed! It took me over 6 hours to reload, resysnc and cleanup the data in Outlook, QuickBooks and Customer Manager. Even after that Customer Manager stills trys to push what it thinks is customer info that it got from Outlook into QuickBooks - even though there is nothing in the records that would indicate it is customer data (no groups or categories even remotely flagged as "customer".) One thing that should make you suspicious is that when you call QuickBooks tech support option >>> #1 <<< is for Customer manager support! So... If you can get this SW to work for you it can be quite useful - even with all the *&%^ above I am going to try it one last time. Its amazing how a company who makes such good accounting software can still be putting out this SW with so many quirks in it. Beware and Be careful if you use this software!
11 of 11 people found the following review helpful:
1.0 out of 5 stars
This software is HORRIBLE,
By
This review is from: QuickBooks Customer Manager 2.5 (CD-ROM)
I am in amazement that anyone could write a review AT ALL with anything positive to say about this product.
It MIGHT be decent software if you never try to synchronize it with QBooks or Outlook. But, that is what I needed, that is what they advertise, so I bought it. What a horrifying experience. If you look on-line (do a search for slow customer manager) you will see that there is no real fix. People with gigantic, powerful computers are brought to their knees with the slowness of this memory and processing hog. Try to drag and drop a piece of data, or attach an email to a customer's file, and you might as well go make coffee. Actually, you have enough time to fly to Brazil to pick your own beans. Intuit support is only going to tell you that it is one of the "other files" that is corrupt, like your QuickBooks file - OH, don't have support on THAT product, well, you need to pay for this phone call. Never mind that the only program on your computer that doesn't work is Customer Manager. It hoses up EVERYTHING. Intuit should be ashamed of this product and to be sure, as so many have said before me, it should be integrated into QuickBooks as a one piece solution. By the way, the functionality of project tracking and linking data, emails and appointments, employees to their companies (contact association), & things of that sort are almost acceptable but the two huge problems are slowness, (beyond belief) and data transfers. Linking and finding data fields aren't even compatable with Quickbooks meaning, type in an address in QB and you won't be able to find it in QBCM, you'll have to type it again. Do yourself a favor, use paper and pencil, it is faster and more efficient that QBCM. STAY AWAY! I am editing to say, I am no computer idiot...I bought the software and spent 2 months trying to make it run right. It works with their stupid little sample database but when you sync a perfect QB database to it, and a perfect Outlook DB to it, adios amigo, you just bought a nightmare that simply WILL NOT END until you toss this in the trash. I sent mine back to Intuit (after speaking to "tech support") for a refund. I am sorry I wasted so much time. If you are serious, this software ISN'T.
9 of 9 people found the following review helpful:
4.0 out of 5 stars
Great for Small Business,
This review is from: QuickBooks Customer Manager 2.5 (CD-ROM)
If you have a small business, this is the tool for you. We simply needed to keep track of our customers. Name, address, phone number, date of birth, place of employment, and type of products we have sold to them. You can put them in catagories, you can print labels, and import from your other Quickbooks programs..if you use them. Very simple and easy to use. Great search feature too. This is just a basic way to keep track of your customers on the computer. Nothing fancy no bells and whistles. Basics that work.
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